About Us

Who We Are

We make numbers make sense

At Serenity Bookkeeping & Tax, we believe small businesses deserve stress-free, reliable financial solutions. With years of experience and a commitment to excellence, we’re here to help you thrive.

  • Personalized Financial Solutions
  • Reliable and Accurate Services
  • Expertise in Small Business Needs
  • Transparent Pricing and Guidance
  • Proactive Tax Strategies
  • Commitment to Excellence

Our Mission

At Serenity Bookkeeping & Tax, our mission is to simplify the complexities of accounting and taxation, helping businesses and individuals navigate their financial landscapes with confidence. We make numbers make sense by providing clear, accurate, and personalized financial solutions. Through expert guidance and innovative strategies, we aim to optimize your financial health, ensure compliance, and drive growth. Your success is our priority, and we’re here to make sure the numbers make sense for you.

Our Vision

Our vision is to empower small businesses with reliable financial solutions that drive growth and success. We strive to be a trusted partner, offering innovative bookkeeping and tax strategies tailored to unique business needs. With a focus on accuracy, transparency, and efficiency, we aim to simplify financial processes for our clients. Our commitment is to foster long-term relationships built on trust and exceptional service. Together, we envision a future where every small business thrives with confidence and clarity.

Get In Touch

Ready to simplify your finances? Let’s get started

Simplify your finances with expert guidance. Let us help you achieve clarity and peace of mind!

From Vision to Success

Our CEO’s Journey

My journey to this point has been anything but ordinary. A year ago, I faced a life-altering diagnosis of stage 4 colon cancer. I wasn’t sure I’d see another day, let alone have the chance to help business owners like you achieve their dreams. But I’m here today because I refused to give up—and that same resilience drives everything we do at Serenity Financials.

Our company has undergone a transformation—what we now call Serenity Financials is a rebranded, re-energized organization with a singular mission: to empower businesses to thrive financially, no matter the challenges they face.

Let me ask you: What could your business achieve if financial stress wasn’t holding you back? What if you had the tools, resources, and guidance to make every dollar work harder for you? That’s exactly why we’re here today.

Our Process

Easy Steps To Get Your Solutions

01

Schedule a Free Consultation

Book a convenient time for a one-on-one consultation where we can discuss your specific bookkeeping and tax needs in detail.

02

Tailored Financial Solutions

Our team crafts personalized strategies designed to streamline your finances and help your business stay compliant and profitable.

03

Achieve Financial Clarity

With our expert guidance, gain a clear understanding of your financial situation and take control of your business’s financial future.

Testimonials

What Our Clients Are Saying

Frances was very helpful and very patient with all my questions. She stayed on the line with me until we found a solution to my problem. Great customer service!

Jessica Thompson

Small Business Owner

Frances is so easy to talk to and very professional. She is responsive and answers all my questions. I honestly couldn’t do our books without this service!

David Roberts

CEO, Construction Company

Frances saved me hours and made me feel more confident in using QuickBooks Online. She was able to follow my thought process and took me through to fixing my reconciliations.

Emily Johnson

Founder, Digital Marketing Agency

Blogs

Insights to Empower Your Business

Tax planning isn’t just a luxury for large corporations—it’s a necessity for small businesses striving for long-term growth.

Bookkeeping is the backbone of financial success for any small business. Staying organized not only saves you time.

Your bookkeeping partner plays a crucial role in the financial health of your small business.

Faqs

Frequently Asked Questions

We provide bookkeeping, tax preparation, tax planning, and financial consulting tailored to small businesses.

Our services are ideal for small business owners and entrepreneurs looking for expert financial management and tax solutions.

We use advanced encryption and secure systems to protect your sensitive financial information.

We offer transparent, competitive pricing with no hidden fees. Custom plans are available based on your specific needs.

Yes, we tailor our services to meet your business’s unique requirements.

Simply contact us through our website, email, or phone, and we’ll guide you through the onboarding process.

We specialize in helping small businesses across various industries, including retail, construction, and professional services.

Yes, we’ll assist you in transitioning seamlessly from your current service provider.

We ensure your taxes are filed accurately and on time, helping you stay compliant with deadlines.

You can reach us via email, phone, or our online contact form for prompt assistance.