My dream client is an online course creator who wants to help a lot of people but also make a lot of money, and knows she needs help to get there.
Asana, Xero, Quickbooks, Dubsado, Kajabi, Squarespace, Shopify, TaxJar, Notion
2017 – Present | Founded Of Course Bookkeeping (formerly known as ShoupCPA)
2012 – 2016 | Corporate Accountant, Accounting Manager, and Controller in Manufacturing & Biotech
I’m very happy to have Serena and her team in my corner. They help me to manage my finances and keep my business healthy. I love the advice and the tools that she brings. Highly recommend her to anyone who is serious about their business’s financial health.
Seeing my financial information in this way [the monthly loom video] is so helpful!
Serena has been, without exaggeration, our professional savior. Over the past year, she’s helped us with accounting, filing, amendments, strategy, and… at times… emotional support. Her customer service, emotional intelligence, and business expertise is unmatched. Ultimately, the most important characteristic to consider when working with a consultant is trust. As consultants ourselves, we pride ourselves on creating trusting relationships with our own clients. However, after working with Serena, I dare say that we have a thing or two left to learn. We look forward to continuing to grow our business and are excited for Serena to be a part of that journey!