You’re craving financial clarity—but you’re not ready to outsource your books.
Even if you’re managing to keep the books “handled,” the big questions still feel heavy.
Because clarity isn’t just about tidy records—it’s about actually knowing what your numbers mean, and feeling confident about what to do next.
But when you don’t have anyone to talk it through with...
Pricing your offers feels like a shot in the dark
Planning for taxes becomes a guessing game
Hiring decisions stall out before they even begin
And everything that should feel exciting... starts to feel overwhelming
You’re not looking for more spreadsheets.
You’re looking for a sense of direction.
What you want isn’t complicated. You just want to know you’re making the right call.
Whether you’re reworking your pricing, prepping for a big decision, or trying to untangle the math behind your gut instinct—you’re not asking for a full-blown overhaul. You’re asking for support.
You want:
A conversation with someone who actually understands your numbers
A clearer path through the fog
Guidance that feels grounded, not generic
And maybe just a little peace of mind that you’re not missing something obvious
You don’t need to outsource your books.
You just need space to ask the questions—and get real answers.
What you want isn’t complicated. You just want to know you’re making the right call.
Whether you’re reworking your pricing, prepping for a big decision, or trying to untangle the math behind your gut instinct—you’re not asking for a full-blown overhaul. You’re asking for support.
You want:
A conversation with someone who actually understands your numbers
A clearer path through the fog
Guidance that feels grounded, not generic
And maybe just a little peace of mind that you’re not missing something obvious
You don’t need to outsource your books.
You just need space to ask the questions—and get real answers.
Because nearly half of Canadian small business owners say they don’t fully understand their own financials.
And yet? Those same business owners are making daily decisions that directly impact their cash flow, their pricing, their growth, and their peace of mind.
This isn’t about mastering spreadsheets or becoming a numbers person.
It’s about carving out one focused hour to get clarity on what really matters—and using that clarity to move forward with confidence.
Our Strategy & Support Sessions offer one-on-one guidance around your numbers—so you can stop spinning your wheels and move forward with clarity, direction, and confidence.
The Strategy & Support Sessions are one-time advisory calls designed to help you get clear on your numbers, your options, and your next move—without committing to ongoing support.
They’re built for Canadian small business owners who want expert insight and a clear path forward, whether you’re working through one big question or just feeling stuck.
You’ll walk away with:
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Strategic clarity on the financial questions that have been keeping you stuck
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Personalized insight into what your numbers are telling you—and how to use that info moving forward
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Practical next steps tailored to your business, your goals, and your current stage
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Confidence that you’re not missing something important—and that your next move is backed by real data
The Strategy & Support Sessions are designed to help you feel clear, calm, and confident about what your numbers are telling you—and what to do next.
Each session is high-touch, human, and designed to meet you where you are.
No templates. No pressure. Just real support that helps you move forward.
Choose the support that fits where you’re at:
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A focused, one-time conversation to help you work through a specific question or decision.
60-minute 1:1 Zoom call with Katie
Personalized support around one key financial challenge (e.g. pricing, cash flow planning, upcoming expenses, QuickBooks navigation, etc.)
Live walkthroughs or screen sharing as needed
Recording of the session delivered via email, so you don’t have to take frantic notes
Follow-up resource or quick recap summary (when applicable)
This is perfect when you just need to talk it through—with someone who knows their stuff.
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A deeper-dive strategy session for when you’re navigating something bigger—or feeling stuck on multiple fronts.
90-minute 1:1 Zoom session with Katie
Flexible agenda to address multiple questions or a more complex issue (e.g. pricing model shifts, hiring readiness, major investments, cash flow forecasting, etc.)
Follow-up recap email with key takeaways and customized action steps
Optional 30-minute follow-up call within 14 days (for clarity, accountability, or fine-tuning)
Session recording provided for easy reference
This is ideal when the questions are piling up and you want a plan—not just an opinion.
Get clarity, direction, and next steps—in one focused conversation.
Here’s how to get started:
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Step 01: Book a free Discovery Call
We’ll talk about what’s on your mind, where you’re feeling stuck, and whether a Strategy & Support Session is the right fit. If it is, we’ll send over the details to book.
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Step 02: Meet for your session
We’ll hop on Zoom for a focused, one-on-one conversation where we can unpack what’s going on and figure out your next steps. You’ll get space to think clearly, ask questions, and get practical, personalized insight—without the pressure to already have it all figured out.
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Step 03: Move forward with confidence
After your call, you’ll receive a recap with notes, recommendations, or next steps. If you booked a Momentum Intensive, you’ll also have the option to book a follow-up session to keep things moving.
You could keep circling the same questions—pricing, hiring, taxes, cash flow—hoping clarity shows up on its own.
You could second-guess every decision, wondering if you’re missing something obvious.
And you could spend another quarter overthinking instead of moving forward.
But that fog you’re in? It’s costing you focus. Energy. Momentum.
A single session can shift that.
And when your numbers finally make sense?
Everything else gets easier.
The cost of staying stuck? It’s higher than you think.
The cost of staying stuck? It’s higher than you think.
You could keep circling the same questions—pricing, hiring, taxes, cash flow—hoping clarity shows up on its own.
You could second-guess every decision, wondering if you’re missing something obvious.
And you could spend another quarter overthinking instead of moving forward.
But that fog you’re in? It’s costing you focus. Energy. Momentum.
A single session can shift that.
And when your numbers finally make sense?
Everything else gets easier.
Your Investment
Whether you need a financial tune-up or a full reset, there's a session for you.
Both are designed to give you strategy, support, and a clear next step—without the pressure of a long-term commitment.
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Perfect for when you’ve got questions, decisions to make, or just need a second brain to walk through it all with you.
You’ll receive:
A pre-session review of your key financial reports (high-level, not a deep dive)
A 60-minute 1:1 strategy session over Zoom
Space to ask anything—from pricing to hiring to planning ahead
A short, personalized summary email with key takeaways and suggested next steps
A full session recording so you can revisit it anytime
This is your go-to when you need clarity—fast.
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Designed for business owners in a season of growth, change, or recalibration. You’re not just looking for clarity—you’re looking for a strategic plan you can trust.
You’ll receive:
A pre-session deep dive into your P&L, cash flow, pricing, and goals
A 90-minute 1:1 strategy session over Zoom
Real-time guidance and support as we walk through your financials, identify patterns, and set direction
A customized benchmarking and goal-setting experience tailored to your stage of business
A detailed strategy workspace + action plan for the next 30–90 days
A full session recording so nothing gets lost
This is the session for when you're ready to shift gears and build real momentum.
Not sure which one’s right for you?
That’s okay—on our discovery call, we’ll help you choose the best fit for where you are now (and where you want to go).
Let’s talk it through.
If you’re feeling stuck, foggy, or in need of a clearer financial path forward, book a Discovery Call below.
We’ll figure out together whether a Strategy & Support Session is the right next step.
We don’t offer refunds for these sessions, but we’re confident you’ll walk away with more clarity, calm, and confidence around your numbers. And don’t worry if you’re unsure which session is right for you. On our discovery call, we’ll help you choose the best fit for where you are now (and where you want to go).
Hi, I’m Katie.
Founder of Brighten Bookkeeping Co., and the financial partner behind the scenes of some seriously smart, service-based small businesses.
I’ve spent over 15 years in the bookkeeping world, helping business owners find calm in the chaos, spot opportunities in their numbers, and feel more confident leading their businesses. At this point, I’ve guided everyone from solo founders to seasoned CEOs through big decisions and new directions.
And while monthly support is where I usually roll up my sleeves, these one-time Strategy Sessions are designed for those moments when you need to zoom out, reset, and get clear on your next move.
It’s not about fluff or formulas—it’s about helping you think strategically, move forward with intention, and lead with confidence.
Let’s figure out what’s next, together.
Hi, I’m Katie.
Founder of Brighten Bookkeeping Co., and the financial partner behind the scenes of some seriously smart, service-based small businesses.
I’ve spent over 15 years in the bookkeeping world, helping business owners find calm in the chaos, spot opportunities in their numbers, and feel more confident leading their businesses. At this point, I’ve guided everyone from solo founders to seasoned CEOs through big decisions and new directions.
And while monthly support is where I usually roll up my sleeves, these one-time Strategy Sessions are designed for those moments when you need to zoom out, reset, and get clear on your next move.
It’s not about fluff or formulas—it’s about helping you think strategically, move forward with intention, and lead with confidence.
Let’s figure out what’s next, together.
Is this the kind of support you’ve been looking for?
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Here’s how to tell whether this kind of focused support is what your business needs right now:
✦ You’ve been staring at your numbers (or avoiding them completely) and you’re ready to get clear on what’s actually going on in your business.
✦ You’re stuck on a decision—pricing, hiring, cash flow, budgeting—and just need someone to help you run the numbers and talk it through.
✦ You don’t need full-service bookkeeping, but you do want thoughtful financial insight from someone who understands how small businesses actually run.
✦ You’re the kind of person who leads with intention… and you’re looking for support that’s aligned with how you think, not just what you “should” do.
If that sounds like you, we should talk.
Frequently Asked Questions
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A Clarity Session is a 60-minute deep dive into one big question, decision, or financial fog you’re trying to work through. A Momentum Intensive gives us more time (90 minutes) to cover multiple areas—think of it as a mini-retreat for your business finances. Both come with a follow-up summary so you can walk away knowing exactly what to do next.
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Nope. Once your Discovery Call is complete and we confirm it’s a fit, I’ll send over anything I might need in advance. But you won’t need a spreadsheet, budget binder, or colour-coded tabs. Just bring your questions and your business brain—we’ll take it from there.
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Absolutely. Some clients come back quarterly for Momentum Intensives, while others just need a single Clarity Session to get unstuck. There’s no ongoing commitment unless you decide you want it.
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Just about anything tied to the financial side of your business. Pricing, hiring, budgeting, planning for time off, forecasting cash flow, deciding between two big investments—if it affects your bottom line or your peace of mind, we can dig into it.
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Let’s start with a Discovery Call. It’s free, low-pressure, and helps us figure out together what kind of support would be most helpful. Sometimes that’s a Strategy Session. Sometimes it’s something else. You’ll leave with clarity either way.
