Accounting and finance support for accounting firms and fractional CFOs
Experienced hands, when you need them most.
We’re a small team of senior accountants in Sri Lanka. We support accounting firms with their clients’ books, and fractional CFOs with the day-to-day work around them.
Ledger · MarchAccounting firms
- Opening balances48,210.00
- Receipts posted31,675.40
- Payments posted(27,940.15)
- Bank reconciled
- Closing balances51,945.25
Diary · TuesdayFractional CFO
- 09:00Board prep notes
- 10:30Inbox cleared
- 12:00Client enquiries
- 14:00Client callyours
- 16:00Quick checks
- 17:30LinkedIn update
Specimen. Not a real client.
Typed · the preparer
Ledger up to date. Diary cleared around the client call.
Written · the reviewer
checked, A.H.
- Your software
- Xero, QuickBooks, Excel
- Getting started
- A short call, then set-up at your pace
- Your file
- One named person looks after it
- Before it reaches you
- A second accountant checks it
01Why we exist
You trained to operate. Not to prep the theatre.
A surgeon spends years mastering their craft. But no great surgeon works alone. Behind every operation there’s a team that prepares the instruments, keeps the records and handles the details, so the surgeon can focus completely on the work only they can do.
Running an accounting firm or a fractional CFO practice is no different. You built your career on financial expertise, insight and advising your clients. Yet so much of your week goes to reconciliations, data entry, reporting prep and the operational work that keeps everything running.
Serendata is your surgical team.
We’re a human-led support team for small accounting firms and fractional CFOs. We handle the groundwork carefully and precisely, so you can get back to the work you love and the clients who count on you.
02Services
For accounting firms
More capacity, without the hiring.
You love this work. You just have more of it than hours. We look after your clients’ books: bookkeeping, reconciliations, management accounts and cash-flow forecasts. Books fallen behind? We’ll bring them up to date first.
- Bookkeeping
- Reconciliations
- Management accounts
- Cash-flow forecasting
- Catch-up and clean-up
Xero · QuickBooks · Excel
For fractional CFOs
A chief of staff who speaks finance.
Your clients hire you for your judgement. Everything around it still has to happen: the diary, the inbox, client enquiries, your LinkedIn, the quick checks before a meeting. Your operations analyst handles it, and because they’re an accountant, you’ll never have to explain the basics.
- Diary and inbox
- Client enquiries
- LinkedIn updates
- Quick checks
- Day-to-day admin
- Catch-up and clean-up