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Bill

With Us, Taxation and Accounting are Made Easy.

At Serenity Financial Services, we know that every business has unique needs when it comes to financial management. Our services are offered through three premium accounting and advisory service packages, each tailored to meet the different needs of our clients. Whether you’re just getting started, need a comprehensive financial approach, or are ready to elevate your strategy with executive-level insight, we have a package tailored for you. 

The Starter

01.

Ideal for businesses in the early stages that require foundational financial services.
 

  • Entity Structure Audit

  • Monthly Bookkeeping & Account Reconciliation

  • Quarterly Financial Statements

  • Tax Planning & Preparation

  • Cash Flow Monitoring

  • Payroll Processing (up to 10 employees)

  • Quarterly Business Review

  • Email Support (within 48 hours)

  • Annual Tax Return Preparation

  • Cloud Accounting Software Subscription

  • Secure Document Portal

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$2,500/MONTH

The Executive

02.

Designed for growing businesses that need more advanced services and deeper financial insight.

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  • Everything in the Starter Package, plus:

  • Monthly Bookkeeping Updates

  • Monthly Financial Statements

  • Advanced KPI Tracking

  • Strategic Tax Planning

  • Payroll Processing

  • Budget Creation & Monitoring

  • Profit Improvement Strategies

  • Monthly CFO Advisory Session

  • Monthly Advisory Calls (60 minutes)

  • Priority Email Support (within 24 hours)

  • Annual Business Valuation

  • Industry Benchmarking

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$4,000/MONTH

The Elite Advisory

03.

Comprehensive advisory services for established businesses needing advanced financial strategies.

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  • Everything in the Executive Package, plus:

  • Real-Time Bookkeeping

  • Custom Financial Modeling

  • Strategic Business Planning

  • Investment Analysis & Advisory

  • Mergers & Acquisition Consultation

  • Risk Management Strategies

  • Succession Planning

  • Monthly Meetings

  • Monthly Advisory Access

  • International Tax Planning

  • Direct Phone Access During Business Hours

  • Quarterly Economic Forecasting

  • Executive Compensation Planning

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$6,000/MONTH

Do you need something a little more custom?

No problem! Schedule a discovery call, and let's chat.

Urban Skyline

A La Carte Services

At Serenity Financial Services, we understand that every business has custom needs. We offer a la carte services to meet your needs, which will include an array of services.

Interested in booking our a la carte services? Schedule a discovery call now.

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