Business Details
Trusted Bookkeeping Services for Trade Service Pros
At Serrano Bookkeeping, we combine professional excellence with genuine care to help small businesses manage their finances with ease. Our team of QuickBooks Pro Advisors specializes in bookkeeping catch-up, clean-up, and ongoing financial services tailored for trade service professionals. With over 20 years of experience, founder Luis Serrano leads a dedicated team that treats every client's business as if it were our own. We prioritize family values, time management, and continuous improvement to deliver exceptional client support. Our services include personalized QuickBooks consulting, training, and monthly/quarterly financial reporting to empower business owners with clear financial insights.Recognized for our award-winning approach, we've built long-standing relationships with clients who trust us as partners in their success. We serve businesses in San Diego and surrounding areas, offering both virtual and in-person support. Our commitment to excellence extends beyond accountingwe actively support local community initiatives like the 9U Lebanon Warriors Select Team. Clients consistently praise our reliability, expertise, and ability to reduce financial stress while improving business performance. Whether you're a startup needing system setup or an established business requiring book clean-up, we provide customized solutions that deliver measurable results.
Services
QuickBooks Consulting
Bookkeeping Catch-up
Monthly Services
Financial Reporting
PPP Loan Support
Software Training
Highlights and features
- We offer 20+ years of specialized QuickBooks expertise for trade service businesses
- Our founder provides personalized one-on-one training with proven teaching methods
- We include free book reviews with all catch-up services to identify financial issues
- We guarantee at least 100 hours of annual time savings through our accelerated package
- Our team actively supports local community initiatives and youth sports teams
What people say
Fantastic
Quick support
Amazing
True blessing
Integral part
Services
QuickBooks Consulting
Our founder provides personalized QuickBooks training sessions tailored to your business needs. The 2-hour sessions include setup optimization and hands-on learning with follow-up support. Ideal for startups and businesses transitioning to accounting software, our training ensures you can effectively manage your finances while leveraging all QuickBooks features.
Bookkeeping Catch-up
We specialize in resolving overdue bookkeeping issues through comprehensive system reviews and clean-up services. Our process begins with a free book analysis to identify issues, followed by expert implementation of solutions. With hundreds of successful clean-ups completed, we help businesses regain financial control and prepare accurate historical records for informed decision-making.
Monthly Services
Our ongoing bookkeeping services include transaction categorization, account reconciliation, and financial reporting. Available as monthly or quarterly packages, these services provide continuous financial oversight with personalized support. We help businesses maintain organized records, prepare for tax season, and make data-driven decisions through regular financial insights and performance tracking.
PPP Loan Support
We offer specialized assistance with PPP loan applications and forgiveness documentation. Our team ensures accurate record-keeping and compliance with loan requirements. We help businesses prepare necessary reports and navigate the forgiveness process, saving time while maintaining regulatory compliance for government loan programs.
Financial Reporting
We provide comprehensive financial reporting services including balance sheets, profit/loss statements, and cash flow analysis. Our reports help business owners understand financial health, track performance metrics, and identify growth opportunities. We deliver actionable insights through clear visualizations and expert interpretation of financial data.
People
Luis Serrano
Founder
With over 20 years of accounting experience, Luis Serrano founded Serrano Bookkeeping to help small businesses achieve financial clarity. He specializes in QuickBooks training and has supported numerous businesses through PPP loan documentation. Luis combines technical expertise with a personal touch, ensuring clients receive both professional service and genuine care.
Aylin Yong
Office Administrator
Aylin Yong manages office operations and client communications at Serrano Bookkeeping. She ensures smooth day-to-day operations while maintaining exceptional client support standards. Her organizational skills contribute to the firm's efficient service delivery and positive client experiences.
Barrett Newsome
QuickBooks Pro Advisor
As a certified QuickBooks Pro Advisor, Barrett Newsome provides expert software implementation and troubleshooting. He works closely with clients to optimize accounting systems and resolve technical challenges. His technical proficiency ensures businesses maximize their accounting software capabilities.
Tiffany Serrano
QuickBooks Pro Advisor
Tiffany Serrano delivers specialized QuickBooks support with a focus on user-friendly solutions. She helps businesses implement effective accounting processes and provides ongoing software guidance. Her client-centered approach ensures businesses receive practical, accessible financial management tools.
Lawrence Trajano
QuickBooks Pro Advisor
Lawrence Trajano provides expert QuickBooks consulting services to help businesses streamline financial operations. His technical expertise covers software customization and integration solutions. He works with clients to develop accounting systems that grow with their business needs.
Questions
What QuickBooks services do you offer?
We provide QuickBooks setup, one-on-one training with our founder, and ongoing software support. Our services include system optimization and personalized follow-up sessions.
How do you handle book catch-up services?
We start with a free book review, identify issues, then provide customized clean-up solutions. Our experienced team resolves overdue bookkeeping efficiently with detailed reporting.
What financial packages are available?
We offer three tiers: Foundational Growth for basic needs, Momentum Growth with budgeting support, and Accelerated Growth with our 100-hour savings guarantee.
Do you support PPP loan documentation?
Yes, we specialize in PPP loan applications and forgiveness documentation. We helped numerous clients with 2020 loan requirements and reporting needs.
What areas do you serve?
We primarily serve San Diego businesses with both virtual and in-person support options. Our services extend to surrounding areas and remote clients nationwide.
What makes you different from other bookkeepers?
Our founder's 20+ years of experience, personalized training approach, and 100% satisfaction guarantee set us apart. We combine technical expertise with genuine client care.
