Our Services

Working in NetSuite, Sage Intacct, QuickBooks Online, FreshBooks, or a variety of additional ERP systems, we can help your organization with:

  • Bookkeeping

  • Payroll

  • Cash management

  • 1099s

  • Monthly close

  • Financial reporting

  • Streamlining processes

  • Control design and implementation

  • ERP evaluation & setup

  • Budgeting and variance analysis

  • KPI reporting and dashboards

  • Revenue recognition


Small Business Services

Many small business owners find accounting to be the opposite of serene: a source of aggravation at best, dread at worst. However the design and effective implementation of streamlined business processes that enable efficient bookkeeping and the complete, accurate, and timely reporting of financial information is key to achieving the very serenity so many small business owners seek.

Whether you are a sole practitioner or you manage a team, Sereno Accounting & Advisory can partner with you in a variety of ways to help you start, maintain, or grow your business.

Pricing varies based on the unique needs of your business. Request a complimentary consultation so we can discuss the possibilities.


Midsize Business Services

Depending on your organization’s needs, Kristen can help manage part of your recurring accounting and finance operations or advise on ad-hoc projects for process improvement, growth, or compliance.

Combining her CPA license with her Wharton education, Kristen can uniquely add the value both an outsourced Controller and a fractional CFO brings to a midsized organization.

Request a complimentary consultation to discuss the possibilities.