refined accounting

for your family business


I'm here to give you back the nights and weekends you've been spending on bookkeeping instead of with your family. That ends here. 


I take the anxiety out of your accounting, so you can level up your business. I set you up with easy to use tools and automation. I guide you so you can see your finances more clearly in real time anywhere--and understand what it all means.


About Serena


Serena Shoup, CPA

I am a California licensed CPA. I graduated from Western New Mexico University with a Bachelor of Business Administration in Accounting. I've spent the last 12 years honing my business and accounting skills in a variety of different businesses, large and small, as well as public accounting, working with many small businesses just like you. I live outside San Diego with my partner and our three children. Three years ago, I left the corporate world to be a full time mom when my second daughter was born. I've loved being able to stay home with my kids, tinkering around the house (I'm a home-body, for sure), and hiking the beautiful trails our area has, but I missed crunching those numbers and working with people. That's when I decided it was time to make my dream happen. Time to open my own business, doing what I love--helping other businesses.

I can have both my family and my business. And so can you. Ready to work with me?