YOUR FINANCIAL GROWTH IS OUR PRIORITY
WHO WE ARE
With a combined background spanning over almost two decades in accounting and finance, coupled with proficiency in a range of software and tools, Julia and Beatriz offer specialized consulting services to support businesses in optimizing their financial operations and achieving their strategic objectives.
By leveraging our expertise and experience, we help businesses navigate complex financial challenges, improve operational efficiency, and achieve sustainable growth. Whether you're a startup looking to establish robust financial processes or an established company seeking to optimize your accounting operations, we are committed to delivering customized solutions tailored to your specific needs and goals.
OUR SERVICES
Financial Process Optimization
Evaluate existing financial processes and systems to identify areas for improvement and implement solutions to streamline workflows, reduce manual errors, and enhance efficiency.
Software Implementation and Training
Assist businesses in selecting and implementing accounting software systems such as QuickBooks, NetSuite, and Bill.com. Provide comprehensive training to ensure smooth adoption and maximize the benefits of the new software.
Accounts Payable Management
Develop and implement best practices for managing accounts payable processes, including invoice processing, vendor management, payment scheduling, and reconciliation.
Financial Reporting and Analysis
Prepare accurate and insightful financial reports and analysis to provide businesses with valuable insights into their financial performance and inform strategic decision-making.
Tax Compliance and Reporting
Ensure compliance with federal, state, and local tax laws by preparing and filing corporate, individual, and partnership tax returns. Provide guidance on tax planning strategies to minimize tax liabilities and maximize savings.
Payroll Processing
Manage payroll processing, including payroll calculations, tax withholdings, and employee deductions. Ensure timely and accurate payroll payments to employees and compliance with payroll tax regulations.
Cash Flow Management
Develop strategies to optimize cash flow and improve liquidity by analyzing cash inflows and outflows, forecasting future cash needs, and implementing effective cash management techniques.
Financial Training and Support
Provide training and ongoing support to finance teams and staff members to enhance their accounting and financial skills and knowledge.
AND MORE...
MEET THE TEAM
BEATRIZ SERRANO
ACCOUNTANT
A San Jose State University graduate with a Bachelor's degree in Accounting and over 18 years of experience in the accounting field. She has worked with local Bay Area companies in the areas of technology, retail, publishing, and property management. Her specialties are in accounting, sales tax and property tax filings, financial statement preparation, and accounting information systems training for client's team members.
JULIA LOPEZ
ACCOUNTANT
Graduated from San Jose State University with a Bachelor's Degree in Accounting and has over 18 years of accounting experience. Julia specializes in accounting, financial statements preparation, bookkeeping projects, and implementation of accounting software such as NetSuite and Bill.com. She has experience working in the tech industry, manufacturing industry, and with startups.
CONTACT
Serrano &
Lopez
Call us for a FREE 15 minute consultation!
San Jose, California
Email: serranoandlopez@gmail.com
Tel: 650-250-4228 or 408-644-6923
For any general inquiries, please fill in the following contact form:
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