Guiding
Your Growth

CFO Consulting Services for the Road Ahead

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Do You Know Your Business?

Your business feels great, but do you know if it is sound and scalable?

How can you grow and make more—
without working longer hours?

The business needs your leadership, but numbers aren’t your thing!

The good news is that you don’t have to do this alone.

Through customized CFO consulting services, we help you make confident and profitable decisions for your business.

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Lead Your Business Like You Mean It.

You are an ideas-person, or a hands-on person or a people-person. Regardless of your leadership style, you still need to know your numbers to run your business. We can help.

For over a decade, we’ve helped business owners set up, run and grow their business while having fun at it!

We are a team of certified and experienced CPAs, accountants and bookkeepers in West Linn, Oregon. But there is more to us than numbers—we are also business owners, professionals, and parents who appreciate the challenges of balancing business and family. So, in serving individuals, small businesses, medium and enterprise organizations locally and nationwide, we always add generous doses of kindness to our expert CFO consulting services.

If you are looking for a true partner who offers your business and team leadership, guidance and peace of mind, count us in.

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Our Promise to You

Brains & Heart

Personalized tax advice from experts who listen while guiding you.

Clarity & Guidance

Jargon-free guidance about your taxes and how you can max your refund.

Peace of Mind

100% accuracy, clarity and confidence in your taxes so you have peace of mind.

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Made a huge difference to our Year 1 strategy.

I was recommended to Serenity because I was starting a business. Wow!! did talking with her make a huge difference in our strategy for the year. They made everything so easy to understand and really made sure we had a roadmap on what to do during the year so we weren't stressed about tax time. Since our first meeting, I've sent over several questions and requested forms as needed, and every time I get a response within a couple hours! They are experts and her staff is fantastic! Go! You won't regret working with these guys!

Mark T. Savage II, consulting client.

PPP loans and so much more.

Serenity Tax and Accounting had been wonderful! They have helped too much with this last year of uncertainty. They helped us a great deal with the PPP loans and recommended the right direction for our business. Super friendly and always willing to take a call. Thank you for taking such great care of us.

Tim Cray, business services client

Serenity brings you peace of mind.

Serenity has been a great support and port-in-the-storm for my office and my personal finances. The team has years of experience and is most willing to teach you what you need to succeed in your business bookkeeping. If you are a business person you need someone on your side. The money you save as a result of letting go and giving it to the pros is definitely worth it. Stop pulling out your hair and delete the blender-brain program. Please let Serenity Tax & Accounting do their best work for you and bring you peace-of-mind today.

Carol Griesmeyer, business services client

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Stress-free Consulting Services

Outsourced CFO Services

Outsourced CFO services to guide profitable growth and management of key performance indicators.

Forecasting & Budgeting

Forecasting & budgeting expertise so your business can take advantage of opportunities, and foresee risks.

Day-To-Day Bookkeeping and Tax Management

Day-to-day bookkeeping and tax management. Done-for-you accounting solutions customized for your business.

Not seeing something you need?
Call (503) 657.6055 or fill this form to explore additional CFO consulting services.

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Frequently Asked Questions

I have been in business for 5 years and I need help!

My business is just getting started and I want to do it right.

I feel great about my business. I need a growth partner I can trust.

I am worried that my numbers are wrong!

I’m getting ready to exit my business, can you help me?

Have more questions?
Call (503) 657.6055 or use our contact form to get answers.

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How Can We Get Started?

In three easy steps.

Request a Consult

Call (503) 657.6055 or use our Contact Form to schedule a free, 30-min no-obligation consult. We’d love to learn about your personal and/or business goals and concerns.