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Your Business Deserves Clarity. Your Mind Deserves Peace.

At Serenity & Harmony, we offer Peace as a Service (PaaS). We specialize in discussing your business needs, goals and aspirations to bring it all together to create a harmonious foundation centered around you and your companies growth and balance . Whether you are needing a deep-dive to understand where your company finances are , have years of cleanup needed or preparing for a new milestone, we handle the complexity so you can focus your energy on what your business does best. 

Wealth in Balance. Mind at Peace.

Precision services customizable for your business needs- build to grow with you. 

Forensic Cleanup: We specialize in "the big fix." We dive into up to 24 months of historical data to ensure every penny is accounted for and your books are 100% ready for growth.

Concierge Maintenance: We don’t just record data; we manage it. From digital document organization to real-time categorization, we remove the friction of bookkeeping.

Strategic Harmony: We provide the clarity you need to lead. No confusing spreadsheets—just simple, actionable insights into your business health. It’s time to stop managing your books and start leading your vision.

Essential Ledger

Perfect for small businesses or startups looking to start clean and stay organized.

$500 +/month

Essential Ledger

  • Software Account Setup
  • Up to 50 Transactions a month
  • 2 Account Reconciliation's
  • Quarterly Financial Review
  • Email Support (48hr response, weekdays)
  • Add-ons Available

Growth Partner

Ideal for growing businesses that want to scale with the confidence and a partner for financial wellness.

$1,000+/month

Growth Plan includes

  • Up to 150 Transactions a month
  • 5 Account Reconciliation's
  • Accounts Receivable's Notice to customers
  • Payroll Support (up to 5 staff)
  • CPA Collab + 1099 Filing Support
  • Phone & Email (24hr, weekdays)
  • Monthly Financial Check-Ins

Executive Suite

For established businesses seeking a holistic financial solution that aligns with the goals and services that allows you to focus your energy on your business, not the numbers.

$1,500+/month

Enterprise plan includes

  • Everything in Growth Partner plan
  • Unlimited Transaction Volume
  • 15 Account Reconciliation's
  • Bi-weekly performance reviews and strategy consultations
  • Payroll Support (up to 15 Staff)
  • Custom Reporting
  • Weekday Priority Support- Text/Chat/Calls

Ready to find your financial peace?

Frequently asked questions

Do you set up Businesses with Accounting software?

Absolutely! That is part of our Essential Ledger package. If you currently don't have an Accounting software or looking to migrate to a new software. We will assist you with that process.  

What accounting software do you work with?

We are QuickBooks Online Certified.

We also work with the top Accounting softwares such as BILL, Microsoft Dynamics, NetSuite, Sage,  Oracle, Xero, and Zoho.

We can also work with your existing setup and recommend the best fit during your initial consultation.

Can I upgrade my plan as my business grows?

Absolutely. You can move between tiers at any time with a 30-day notice. We'll ensure a seamless transition with no data loss and a smooth handoff between service levels.

Do you provide customized solutions for different businesses?

Yes, we understand that every business is unique, and we're here to provide solutions  our team strives to meet the specific needs and goals. We offer customized strategies and Add-Ins to ensure maximum effectiveness.