Financial clarity for Serial Entrepreneurs.
Financial Clarity for
Serial Entrepreneurs
Multiple businesses demand more than basic bookkeeping. I create structure across every company you own — clean records, unified reporting, and portfolio-level insight you can actually use.
Does This Sound Like You?
You own multiple businesses but can't easily see their combined financial performance
Each company has it's own bookkeeping, but no clear portfolio-level reporting
You want to know which businesses are producing the most EBITDA - and which aren't
You spend too much time trying to piece together financial report across multiple systems, accountant, or spreadsheets
You wish you had one simple dashboard showing the health of every company you own
Running multiple businesses shouldn’t mean struggling to understand your numbers.
That’s why we built Serial Bookkeeping — to give entrepreneurs clear financial visibility across every entity and their entire portfolio.
Our Bookkeeping Service
Our services are built for founders managing multiple ventures — delivering clean books, consistent processes, and unified reporting across every entity you own.
Multi-Entity Financial Management
Clean books across every company you own — built on consistent systems that scale with your portfolio.
Monthly bookkeeping for each entity
Account reconciliation & accuracy controls
Standardized chart of accounts across businesses
Intercompany tracking
Clean, tax-ready financials
Portfolio Financial Architecture
We design the financial backbone that connects every business you operate.
Multi-entity setup
Standardized reporting structure across businesses
Inter-company process design
KPI alignment across entities
Cleanup & restructuring of existing books
Portfolio-Level Reporting & Insights
See how every business performs — individually and together — so you can allocate capital and attention wisely.
Consolidated financial reporting
Cross-entity performance comparisons
Cash flow visibility across all businesses
Founder-level summary reporting
Insight calls (optional add-on if you want advisory positioning)
Disorganized books across multiple ventures kills clarity and costs founders time and money. Serial Bookkeeping centralizes your financials so you can see performance across all your businesses — not just one file.
Pricing
Pricing that makes sense. No contracts. First month guarantee: we earn your trust or it’s free.
Portfolio Essentials
For founders running 1-2 businesses.
Monthly bookkeeping & reconciliation for each entity
Individual & consolidated portfolio reports
Standardized chart of accounts across businesses
Email support
$800-$1,000 per month
Portfolio Pro
For founders with 3-5 businesses.
Everything in Essentials
KPI dashboards & trend insights across your portfolio
30-minute monthly insight calls
$1,800-$2,000 per month
Portfolio Elite
For founders running 6+ businesses.
Everything in Pro
Custom reporting & financial architecture
Two monthly review/advisory calls
Priority support
Call for Custom Quote
Setup & Cleanup (as necessary):
One-time setup or cleanup for new/untidy portfolios: $500–$800
First-month satisfaction guarantee:
We earn your trust or it’s free. No contracts, no surprises.
What others are saying
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
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