You’re ready to feel in control of your business finances—not just keep up with them.
Even if your books are technically “up to date”... you still feel in the dark.
Because what good are reconciled transactions if you still don’t know:
What’s safe to spend
If your pricing actually works
Whether you can afford that new hire
Or why your bank balance never seems to match your profit
When you can’t trust your numbers, every decision feels like a shot in the dark.
It’s exhausting.
And frankly? It’s not how you’re meant to run your business.
Because without support that helps you lead—you’ll stay stuck in the guessing game.
Without clarity, decisions stay cloudy.
Without strategy, growth feels risky.
Without a partner in your corner, your numbers will keep feeling like just… numbers.
And that means:
Opportunities missed, because you weren’t sure you could say yes
Late-night worries about expenses, pricing, or payroll
More time in spreadsheets, and less in your zone of genius
That low-key fear that you’re not doing it “right”
You deserve better than crossed fingers and crossed wires.
Let’s change that—together.
Because without support that helps you lead—you’ll stay stuck in the guessing game.
Without clarity, decisions stay cloudy.
Without strategy, growth feels risky.
Without a partner in your corner, your numbers will keep feeling like just… numbers.
And that means:
Opportunities missed, because you weren’t sure you could say yes
Late-night worries about expenses, pricing, or payroll
More time in spreadsheets, and less in your zone of genius
That low-key fear that you’re not doing it “right”
You deserve better than crossed fingers and crossed wires.
Let’s change that—together.
Because 82% of small businesses fail due to cash flow problems—and most of them had bookkeeping systems in place.
But here’s the thing:
It’s not just about tracking your numbers. It’s about understanding them—and using that insight to lead well.
Businesses that consistently review their financials each month? They’re twice as likely (literally) to grow sustainably, make confident decisions, and avoid costly surprises.
This isn’t about doing more. It’s about seeing clearly—and building something that lasts.
That’s where our Ongoing Monthly Bookkeeping service comes in—a high-touch partnership that keeps your finances organized, your reports useful, and your decision-making grounded in real data and complete clarity.
Ongoing Monthly Bookkeeping is a done-for-you financial partnership designed to keep your numbers accurate, your reports actionable, and your strategy grounded.
It’s the same proven process we use to support service-based small business owners across Canada—and it’s built to give you the clarity, confidence, and consistency you’ve been craving.
You’ll walk away with:
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Monthly books that are consistently accurate, categorized, and fully reconciled—before you even have to ask
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Financial reports that actually make sense, reviewed and delivered with context you can understand
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Strategic insight you can use—like what’s safe to spend, where your money’s going, and whether your pricing holds up
Here’s what your Ongoing Monthly Bookkeeping partnership includes:
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We keep your books up-to-date, accurate, and stress-free—without you lifting a finger.
Bank, credit card, and loan account reconciliations
Categorization customized to your business model
Quiet corrections of small errors (we fix it before you even see it)
Month-end close and confirmation, so you always know when the numbers are final
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Every month, we’ll send you the reports you need—paired with notes and plain-language context that actually mean something.
Profit & Loss, Balance Sheet, and Statement of Cash Flows
A/R and A/P summaries, when applicable
A short, thoughtful breakdown of trends, red flags, or things to watch
No jargon, no guesswork—just clarity
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Built by us and tailored to your goals, this dashboard helps you spot patterns, plan ahead, and make confident decisions without getting lost in the spreadsheets.
Monthly-updated KPI tracker
Cash flow forecasting tool
Break-even calculator + pricing and scenario planning sheets
Delivered in Excel or Google Sheets—whichever works best for you
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You’ll get regular calls based on your support tier—quarterly for Foundations, monthly for Momentum—so there’s always space to think out loud, talk big picture, or troubleshoot something specific.
Come with an agenda or just show up—we’ll guide you either way
Calls are calm, clear, and structured around your priorities
Follow-up notes or action items included when needed
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When it’s time to file, we’ll make sure everything is tied up neatly and ready for your accountant.
A final annual review of your books
A clean set of reports to send to your CPA
Adjusting entries posted, so your records are year-end ready
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Whether it’s a quick QBO or Hubdoc question or a more in-depth strategy discussion, we’ve got you.
No question is too small (or too weird)
Plain-language explanations, always
Response times that respect your time and ours
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Need help with payroll, A/P, A/R, or cleanup? We offer a curated set of flat-rate add-ons—only if and when you need them.
Here’s how it works:
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Step 01: Stay focused on your business—we’ll handle the books
Once you're set up, we’ll take over the day-to-day financial work that used to eat up your evenings and weekends. We’ll keep your transactions organized, your documents gathered, and your accounts reconciled—accurately and on time.
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Step 02: Get monthly reports you’ll actually understand
Each month, you’ll receive a clear, comprehensive report package with the financial insights that matter most to you. We’ll flag anything important, explain what the numbers mean, and keep an eye on emerging trends—so you can make smart decisions without drowning in details.
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Step 03: Use your numbers to lead with confidence
This isn’t just about keeping your books clean (though we’ll do that, too). It’s about giving you a financial foundation that actually supports your growth. We’ll bring clarity to your cash flow, strategy to your systems, and calm to the chaos—month after month.
Derek Brain, Owner, Pitstar Trucking Ltd.
“At Pitstar Trucking Ltd., we've always strived to keep our focus on the road. That's why we rely on Brighten Bookkeeping Co. to handle all our bookkeeping needs.
Since dealing with Brighten Bookkeeping, our financial management has become a breeze. Katie's expertise and attention to detail have saved us countless hours of hassle and ensured our books are always in top shape.
More importantly, Katie's proactive approach has taken a huge weight off my shoulders. She doesn't just keep track of the numbers, she understands my business and anticipates our needs. This has given me the peace of mind to focus on what I do best! Trucking!
If you're looking for a reliable and professional bookkeeping service, look no further than Brighten Bookkeeping Co. They're a fantastic team, and Katie is simply amazing!”
Sure, you could keep doing your books yourself.
You could piece together YouTube tutorials, second-guess your categories, and hope your tax preparer doesn’t cringe.
You could hand it off to someone who “knows QuickBooks”—but doesn’t really know your business.
And you could stick with the bare-minimum approach that technically keeps you compliant… but leaves you completely in the dark.
But if what you really want is to feel calm, confident, and in control of your business finances?
Then it’s time to give yourself permission to stop patching things together—and invest in the kind of partnership that actually moves you forward.
Sure, you could keep doing your books yourself.
You could piece together YouTube tutorials, second-guess your categories, and hope your tax preparer doesn’t cringe.
You could hand it off to someone who “knows QuickBooks”—but doesn’t really know your business.
And you could stick with the bare-minimum approach that technically keeps you compliant… but leaves you completely in the dark.
But if what you really want is to feel calm, confident, and in control of your business finances?
Then it’s time to give yourself permission to stop patching things together—and invest in the kind of partnership that actually moves you forward.
Ongoing Monthly Bookkeeping is offered in three flexible tiers—so whether you’re catching up, scaling up, or running full speed ahead, there’s a level of support that fits.
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For the organized small business owner who needs dependable bookkeeping, compliance, and clean monthly reports.
Monthly Bookkeeping & Bank Reconciliation
GST/PST/HST Compliance & Filing (if applicable)
Monthly Financial Reports
Annual 90-Minute Strategy Session
Monthly Online Report Dashboard & Forecast of Obligations
Monthly Strategic Bookkeeping Report Suite
Hubdoc & QuickBooks Online subscriptions
Accruing Annual Expenses
Registering New Assets & Liabilities
Maintaining Data Feeds
Client Reminders for Outstanding Receivables
WorkSafe BC Reporting (if applicable)
Unlimited Email Support
Liaison with Your Accountant as Needed
Year-End Support
Starts at $225/month
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For the growth-focused business owner who wants clarity, consistency, and a dependable financial rhythm.
Everything in Essentials, PLUS:
Quarterly Financial Meetings
Deeper financial context and guidance during periods of growth or change
Ongoing dashboard and forecasting reviews
Starting at $325/month
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For the CEO who’s ready for full support, regular strategic insight, and a financial partner who knows your business inside and out.
Everything in Foundations, PLUS:
Monthly Financial Meetings
More in-depth KPI reviews and custom tagging (if applicable)
Real-time advisory support to stay proactive, not reactive
Starting at $425/month
Not sure which tier is the right fit?
That’s what the discovery call is for. We’ll walk through your business, your goals, and your current setup—and recommend the level of support that makes the most sense for you.
Ready to stop second-guessing your numbers—and start leading with clarity?
Let’s chat about what ongoing bookkeeping support could look like for your business. We’ll talk through where you’re at, what you need, and what kind of partnership would serve you best.
We only onboard a small number of Monthly Bookkeeping clients each quarter—and spots often book out several weeks in advance.
If you’re feeling the nudge to finally get this handled, now’s the time to reach out. We’d love to hear more about your business and explore what partnership could look like.
Carmen Richter, Owner, Mistahiya Contracting
“Before working with Brighten, I was frustrated with having to deal with tax filings, invoices and payments. Once I started working with Katie, I could immediately see that she really wanted to see her clients succeed in their businesses. Promptly responding to our requests, she has saved me so much time in operating the business.”
This is a month-to-month engagement—so you’re never locked into something that isn’t serving you.
Please note: refunds are not offered, but your support won’t end abruptly. If you ever decide to step away, we just ask for 30 days’ notice. That gives us time to close things out cleanly and return a tidy, reconciled set of books.
Hi, I’m Katie.
I’ve been in the bookkeeping world since 2009, and I created Brighten Bookkeeping Co. to give small business owners a different kind of support.
Not just reconciliations.
Not just compliance.
But real clarity. Thoughtful strategy.
And a monthly rhythm that actually makes it easier to run your business.
This service exists because I’ve seen the difference it makes—when a business owner stops guessing and starts leading. When the numbers finally make sense. When the support actually supports.
If you’re craving that kind of partnership?
You’re in the right place.
Hi, I’m Katie.
I’ve been in the bookkeeping world since 2009, and I created Brighten Bookkeeping Co. to give small business owners a different kind of support.
Not just reconciliations.
Not just compliance.
But real clarity. Thoughtful strategy.
And a monthly rhythm that actually makes it easier to run your business.
This service exists because I’ve seen the difference it makes—when a business owner stops guessing and starts leading. When the numbers finally make sense. When the support actually supports.
If you’re craving that kind of partnership?
You’re in the right place.
Is Ongoing Monthly Bookkeeping right for you?
Let’s make sure this support truly fits—so you can get exactly what you need, and nothing you don’t.
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You’re a great fit if…
✦ You’re a service-based small business owner who wants to understand your numbers, not just survive tax season.
You’re ready to stop guessing and start leading—with clear reports, strategic insight, and a steady monthly rhythm.✦ You’ve tried doing it yourself, but it’s not sustainable anymore.
Whether it’s been spreadsheets, DIY software, or a part-time bookkeeper, you’re craving support you can trust and actually learn from.✦ You want a partner who’s proactive, not passive.
You don’t just want someone who “does the books”—you want someone who notices things, flags issues, and helps you plan ahead.✦ You’re ready to grow, but want to stay grounded.
You’re planning hires, raising prices, exploring new offers—or all of the above—and you know that strong financial systems are the foundation.✦ You care about clarity, connection, and kindness.
You value warm, professional support. You appreciate thoughtful communication. And you want someone in your corner who genuinely gets it. -
This probably isn’t for you if…
✦ You’re looking for a basic or low-cost bookkeeping solution.
This isn’t a stripped-down, one-size-fits-all service. It’s built for business owners who want high-quality, dependable support and long-term clarity.✦ You want to stay completely hands-off.
We’ll handle the books, but financial clarity is a two-way street. If you’re not open to engage, collaborate, or share what’s happening in your business, this won’t be a fit.✦ You're only looking for a quick fix or one-time catch-up.
This is an ongoing monthly service. If you're not looking for consistent, recurring support, another option may serve you better.✦ You’re resistant to tech and process updates.
We use tools like Hubdoc and QBO to keep your books streamlined and your files secure. If you’re not open to those systems, we may not be the best match.✦ You’re still in the earliest stages of your business.
If you're still figuring out your offers, revenue streams, or structure, this might be too much support too soon. You may be a better fit for our DIY Bookkeeping Support service instead, which offers guidance and tools to help you build strong financial habits from the ground up.
Frequently Asked Questions
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Absolutely. If your needs shift over time, we can adjust your package to make sure you’re still getting the right level of support.
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Yes. If you’re registered, we’ll handle compliance, filing, and any follow-up. It’s fully included in all three tiers.
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We do, but they’re offered as add-ons. If those apply to your business, we’ll walk through your options during the discovery call.
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Yes. All Brighten clients are set up in QuickBooks Online, and your subscription is included in your monthly fee.
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We use Hubdoc to collect receipts, bills, and bank statements. It’s easy to use and totally secure—and yes, your subscription is included.
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Yes, for clients in construction, design, or trades if and as needed. If project profitability is a focus, we’ll build your setup to support that.
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Nope. That’s what we’re here for. You don’t need to know the jargon or have a finance degree—we’ll explain what matters and guide you every step of the way.
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This is a partnership, not a handoff. We’ll handle the heavy lifting, but we’ll also ask for timely uploads, answers to questions, and the occasional check-in. Don’t worry—we keep it organized and easy to follow.
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That’s more common than you think. We’ll talk about your current state during the discovery call and include any necessary cleanup work in your proposal. No judgment—just a plan.
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You can cancel with 30 days’ notice. That gives us time to wrap up your books cleanly and return everything in good shape. Refunds aren’t offered, but we’ll never leave you hanging.
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You are not alone—and we mean that. Most new clients come to us mid-chaos, mid-growth, or mid-facepalm. Our job isn’t to judge—it’s to help you move forward with total clarity.
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That’s totally okay. We’ll walk you through the process step by step. Whether you’ve DIY’d everything or haven’t opened your reports in months, we’ll meet you where you are.
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That’s part of what we’re here for. We completely get that you may not know what you don’t know. And you don’t need to come in with the perfect vocabulary—you just need to be open and ready for support. We’ll guide the conversation.
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Unfortunately, we hear that more often than you might think. We take a thoughtful, relational approach and prioritize clear communication from day one. You’re in good hands.
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We’d love to hear from you. Just send us an email at hello@brightenbookkeeping.ca and we’ll get back to you with a clear, friendly answer—no pressure, no spam.
