Computer with Graph

We help business owners and retail traders maximize their tax savings.

Let's create a wealth management plan that works for your financial goals.

Let Us Help You.

Get Started in
3 Easy Steps:

1

Discover
Let's Make Sure
We're a Good Fit.

Go ahead and book your Discovery Call so that we can get to know you and your business goals.

2

Initiate
We'll Breakdown Your
Current Financials.

We will review your past & current financial reports and create a plan that meets your trading business goals.

3

Execute
Choose Your Business
Services Package.

Now, we can pick the best package for you like tax prep, bookkeeping, tax planning and more.

Making a profit is both challenging and exciting, but the real trick is holding on to as much of it as possible.

For every client, we offer business financial services with customized

tax strategies and business assets — including:​

✓ Business Formation

10817 - Book Keeping.png

✓ Bookkeeping

10861 - Tax Calculator.png

✓ Tax Preparation

10822 - Business Insurance.png

✓ Key Person Insurance

10836 - Financial Statistics.png

✓ Tax Planning

10829 - Dollar Coin.png

✓ Wealth Management

Every client receives a full-service experience using our Path to Wealth Management framework.

We believe every business deserves a plan for success.

What My Clients Say
Abby was professional, friendly and prompt. She also took the time to educate us. If you're looking for a tax professional I highly recommend her.
 
Image by Wance Paleri
Are you a day trader or investor?
Learn how to
save thousands with tax planning!
Frustrated with keeping your books?

You Don't Have to Do it Alone. 

I'm Abby Joseph.

Abby_7.png
Your Accountant + Tax Strategist

You, like most, probably think accounting is all about numbers. And yes you are right, but actually, the true definition of accounting is understanding the language of business.

Raised around entrepreneurs my entire life and now, a CEO myself, I knew there was a better way to own and manage your dream company. So, I created Serenity Financial desiring to show business owners what true freedom could look like.

We want our clients to confidently run their business on the front end while we handle the back end — fulfilling their accounting needs. And when you have those two together, it's impossible for you not to succeed.

I want you to know that I'm not your average accountant.

 

I'm an accountant that wants to have a relationship with my clients because I believe in a relationship over a transaction.