Three packages. One process.
Each package includes everything in the one below it. You start where your work actually is.
The three packages
Finance Operations
Everything in Growth, plus: AP/AR management · cash forecasting · management accounts · CFO-support-level deliverables
Growth
Everything in Monthly Bookkeeping, plus: cash-flow reporting · AR/AP ageing · budget vs actual · a monthly review call
Monthly Bookkeeping
Transactions coded · Bank, card and loan reconciliation · Journals posted · Trial balance and workpapers on your date
We have left prices off this page on purpose. There is no standard month, so we agree the package and the fee after you have seen our work — not before.
If you are a fractional CFO
You keep the client relationship and the judgement. We build everything underneath it.
- Management accounts oversight
- Weekly cash flow
- Variance analysis
- KPI dashboards
- Scenario planning
- Cleaning up the stack — Xero, QuickBooks
- Designing AP/AR processes and SOPs
Valuation and due-diligence support when a client is buying, selling or raising.
It is your template and your brand. Board packs come back in your format, ready to send.
One path. Six steps.
- 01
A short introductory call
We understand the scope of the work. - 02
We figure out the scope
What is included, and what access we need. - 03
Access and security
Read-only first. Working access once you are comfortable. - 04
The free month
One real client, one real month-end, run alongside whatever you do now, at no cost. - 05
You review the work
Judged against your own process, not against a promise. - 06
You pick a package and we carry on
Monthly Bookkeeping, Growth, or Finance Operations. Pricing is discussed here, not earlier.
What people ask on the first call.
- Do you work with our existing software, or do we move to yours?
- We work inside what you already use — Xero, QuickBooks, Sage, Excel. Nothing moves to a new system.
- Who actually reviews the work before we see it?
- A named team lead, then a founding partner. Every file, every month.
- What does the free month cost us?
- Nothing. One client, one month, run alongside your existing process and compared side by side.
- Do our clients know Serendata is involved?
- No. The work sits inside your own brand and your own software. Your clients never see us.
- What happens after the free month?
- You choose the package that fits — Monthly Bookkeeping, Growth or Finance Operations — and we carry on from there.