Serene Summit Bookkeeping LLC
Giving service business owners peace of mind through organized books
Serene Summit Bookkeeping LLC
Giving service business owners peace of mind through organized books
Tired of guessing if you're making a profit?
I help you understand exactly what your Net Income and Net Profit mean, so you can make confident decisions based on facts, not guesswork.
Done with being late on your taxes.
Stop living in fear of deadlines. I ensure your records are accurate and up-to-date every single month, so when tax season arrives, you're already prepared. No more scrambling for receipts or paying late fees.
Do you know where your money is actually going?
If you feel like money is flowing out but you don't have the information to see why, I provide the visibility you've been missing . I track every dollar so you can see exactly where your business is spending and where you can save
Using QuickBooks Online, I provide clean monthly reconcilliations and clear financial reporting, so your books stay organized and ready for breakthrough work.
Services I offer
I categorize your tramsactions, Reconcile your bank and credit card accounts, and deliver a clean Income Statement and Balance Sheet.
Fallen behind on your books? I'll get everything organized and current before your monthly service begins . Pricing is based on months of work needed.
Choose Your Summit
Up to 50 transactions/month across 1-2 bank accounts + 1 credit card
Monthly bank & credit card reconciliation
Monthly Income Statement (P & L) and Balance Sheet delivered by email
Transaction questions answered once per month via email
Monthly 15 minute financial review call via Zoom
Management dashboard - see your top expense categories at a glance
Customized chart of accounts built for your specific service niche
Year-end tax prep packet sent directly to your CPA
Ready to clear the financial fog?
Select a time bellow for a free, no-pressure 30-minute discovery call.
I have always been the person who finds order in the middle of a mess, a trait that started in first grade when I spent my time helping a classmate decode his first words.
Today, I've realized that for a business owner, a messy set of books isn't just a math problem, it's a peace problem. I founded Serene Summit to clear the financial fog that keeps passionate entrepreneurs awake at night. By transforming your "shoebox of chaos" into a streamlined, honest picture of your success, I remove the administrative weight from your shoulders. This allows you to stop worrying about the numbers and finally redirect your energy toward the breakthrough work only you can do.
Who I serve
I specialize in bookkeeping for service-based small businesses, helping you regain your mental clarity.
You started your business to serve your clients, not to spend your weekends in spreadsheets. I handle the details so you can focus on your breakthrough work.