Serena S.

I am a licensed CPA with a passion for helping early and mid-stage entrepreneurs start & grow their businesses with the right financial foundations in place. I specialize in serving Online Businesses, primarily Course Creators & e-Commerce. I work exclusively in Xero and have a tech stack designed specifically for online businesses. I’m also an expert in Gusto & Sales Tax, and all of my service packages include monthly financial reports with an overview of what it all means, so you can make better decisions based on your numbers. I provide consultations, cleanups, setups, Xero migrations, monthly bookkeeping & Sales Tax reporting, as well as Budgeting & Forecasting, to help you understand your numbers and stick to a plan. I look forward to serving your business and helping you achieve your goals!