Professional Bookkeeping Services
Accurate Financials. Clear Insights. Peace of Mind.
Running a business requires focus, strategy, and strong financial visibility. At Serenity Financials, we provide professional bookkeeping services designed to keep your records organized, accurate, and ready for tax time.
Whether you're a small business owner, freelancer, or growing company, our goal is to ensure your books reflect the true financial health of your business so you can make confident decisions.
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Bookkeeping Services
Our bookkeeping services include the ongoing management and organization of your financial records using QuickBooks Online, helping you stay compliant and financially informed.
Services may include:
✔ Transaction categorization and reconciliation
✔ Bank and credit card reconciliation
✔ Financial statement preparation
✔ Accounts receivable tracking
✔ Accounts payable tracking
✔ Monthly financial reporting
✔ QuickBooks Online management
✔ Tax-ready financials
With accurate books, you’ll always know where your business stands.
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Monthly Bookkeeping Fees
Every business is different. The number of transactions, accounts, integrations, and reporting needs all affect the level of bookkeeping required.
For this reason, monthly bookkeeping fees are determined after a consultation and review of your books.
Our Process
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Consultation – We discuss your business and bookkeeping needs.
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Preliminary Fee Range – Based on the consultation, we provide a monthly service range estimate.
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Book Review – Once access to your accounting file is granted, we conduct a detailed review.
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Final Quote – After reviewing the books, we finalize your monthly bookkeeping fee and any clean-up work needed.
This process ensures that pricing is fair, accurate, and tailored to the scope of work required.
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Bookkeeping Clean-Up Services
If your books have fallen behind or contain errors, we offer Bookkeeping Clean-Up Services to restore accuracy.
Clean-up may include:
• Correcting miscategorized transactions
• Reconciliations for previous months
• Fixing chart of accounts errors
• Removing duplicate entries
• Preparing accurate financial statements
Clean-up fees are determined after reviewing the accounting records.
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QuickBooks Setup Services
If you're starting a new business or transitioning to QuickBooks Online, we offer a complete system setup to ensure your accounting foundation is structured correctly.
QuickBooks Setup Fee $500
Setup includes:
• QuickBooks Online subscription setup
• Account settings configuration
• Chart of Accounts setup
• Bank and credit card connections
• Invoice customization
A proper setup helps prevent costly accounting mistakes later.
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Payroll Setup
If payroll services are required, additional setup is necessary.
Payroll Setup Fee $250 + $10 per employee
Includes:
• Payroll system configuration
• Employee setup
• Payroll tax settings
• Payroll integration with QuickBooks
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QuickBooks Training
Prefer to manage your own books but need guidance?
We offer QuickBooks training sessions to help business owners confidently manage their own accounting.
Training Rate $100 per hour
Training options include:
• One-on-one QuickBooks training
• Financial report interpretation
• Proper transaction categorization
• Bookkeeping best practices
Training is available:
• Remote via screen sharing
• Onsite (location dependent)