About Us
Luis Serrano, Quickbooks Advanced Certified ProAdvisor
Years of accounting experience, working for you and your family
Being a good steward is our ‘why’. To wisely & faithfully manage and grow that which is entrusted to us. We consider the stewardship of our client’s financials as an honor and responsibility. We manage the books with the same excellence that we do our own. Success to us is the success and growth of our clients. We look to move beyond the basic compliance of accounting and resolve challenges and pain points for our clients and improve processes and systems. Our client’s continued trust and recommendations are our greatest compliments.
Luis Serrano
I’m a laid back family guy, with over 15 years of small business bookkeeping experience across a wide range of industries. I’m a Quickbooks Online Advanced Certified ProAdvisor.
My wife and I have been married 18 years and have three children. I enjoy playing basketball, chess, fishing, reading, gaming, hiking, and spending time at the beach. Grew up in the DC metro area, now living in sunny San Diego.
Tiffany Serrano
Tiffany is a QuickBooks Certified ProAdvisor. She is very detailed orientated, which makes her an excellent bookkeeper. She actually excels at nearly everything she does. When she’s not doing bookkeeping, she’s working in the hospital operating room as a registered nurse. She enjoys reading, hiking, gardening, and hanging out with the family.
Let Us Help:
Dear Friend,
It’s one thing to manage a business, it’s quite another to grow it.
If you’re reading this, you know what I’m talking about.
It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.
We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.
What are we missing?
This is a common story that we hear when we first start talking to business owners. The boxes are checked, the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.
Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).
The fact is that the Federal Government would love to have more of your business’ hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.
But you don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.
Let’s get a real-time reading on your business’s financial health. Answer a few questions below to get started.
Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.
And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the San Diego Area.”
Talk again soon,
Luis Serrano, Quickbooks Advanced Certified ProAdvisor
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full…but if you call us at (619) 997-4185 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!
Contact Us
