How I can help
Two ways to work with me:
Find a course that best matches the current phase of your business-building journey.
Free Templates
New Client Onboarding Templates
Onboarding your clients doesn't have to be complicated, but it should be consistent.
Download these free templates:
- đź“„ File Structure Setup
- đź“„ New Client Document Checklist
- đź“„ Onboarding Email Sequence
And you'll never have to:
- re-write the same email every time you get a new client
- remember the list of docs, etc. that you need to ask for from every new client
- dig through your sent folder to see if you sent the welcome email
These are the exact templates I use to welcome my new clients on board!
Download the Templates
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Our signature programs
These signature programs are for only the most ambitious bookkeepers.
Elevate | 🚧Â
Elevate your advisory skills and client experience in just 4 weeks to become the collaborative controller or CFO that your clients need. Releasing Fall 2026.
Learn moreThe Bookkeeping Business Accelerator®
Start & grow a scalable and fulfilling bookkeeping business in this step-by-step course designed for experienced bookkeepers and accountants.
Learn more
Nice to meet you!
Hi! I’m Serena, a CPA, business owner, and mentor. I help experienced bookkeepers and accountants start & grow their own virtual bookkeeping businesses so they can create their ideal life.
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More about me & the team
