Engagement Models with you
Pick the shape that fits your team
Every engagement is scoped individually. Book a discovery call to discuss your needs and we will provide a transparent proposal within 48 hours.
Full Outsource
We take over your entire finance function.
Best for: startups and scale-ups without an in-house finance team. →Co-Source
We work alongside your existing team to handle overflow, specialist tasks, or specific deliverables.
Best for: companies with a finance lead who needs operational support. →Project-Based
Defined scope, defined timeline.
Best for: systems implementations, process reviews, audit preparation, or one-off modelling projects. →Full Outsource
Your entire finance function, handled.
The Full Outsource model is designed for businesses that need a complete, end-to-end finance function without building or maintaining an in-house team. Serana becomes your finance department. managing everything from day-to-day bookkeeping and month-end close through to investor reporting, cash flow forecasting, and board packs. You get a dedicated team, structured processes, and institutional-quality output from day one.
How it works
Discovery & Scoping
We assess your current finance operations, reporting requirements, and stakeholder expectations to define the full scope of work.
Onboarding & System Access
We gain access to your accounting systems, bank feeds, and key platforms. We document existing processes and identify quick wins.
Transition & Setup
We take over responsibility for all finance operations, implement our reporting templates, and establish a month-end close timetable.
Ongoing Operations
Your dedicated Serana team runs the full finance function. daily bookkeeping, reconciliations, payroll accounting, VAT filings, cash management, and reporting on agreed timelines.
Continuous Improvement
We regularly review processes for efficiency gains, automate manual tasks, and evolve reporting as the business grows.
Discovery & Scoping
We assess your current finance operations, reporting requirements, and stakeholder expectations to define the full scope of work.
Onboarding & System Access
We gain access to your accounting systems, bank feeds, and key platforms. We document existing processes and identify quick wins.
Transition & Setup
We take over responsibility for all finance operations, implement our reporting templates, and establish a month-end close timetable.
Ongoing Operations
Your dedicated Serana team runs the full finance function. daily bookkeeping, reconciliations, payroll accounting, VAT filings, cash management, and reporting on agreed timelines.
Continuous Improvement
We regularly review processes for efficiency gains, automate manual tasks, and evolve reporting as the business grows.
What's typically included
Best for
- Startups and scale-ups without an in-house finance team.
- PE-backed portfolio companies that need institutional-quality finance from acquisition onwards.
- Fund managers who want full SPV administration and investor reporting handled externally.
"A PE fund acquired a UK-based services company with no finance team beyond a part-time bookkeeper. Serana was engaged under the Full Outsource model within two weeks of completion. We implemented a five-day month-end close, produced the first consolidated board pack within 30 days, built a 13-week cash flow forecast, and managed the year-end audit. which closed with zero adjustments."
Co-Source
Extra capacity and specialist expertise, embedded in your team.
The Co-Source model is for businesses that already have a finance lead or a small team in place but need additional bandwidth, specialist skills, or structured support for specific workstreams. Serana works alongside your existing team. filling gaps, handling overflow, and taking ownership of defined deliverables. Your finance lead stays in control; we provide the execution firepower they need.
How it works
Needs Assessment
We meet with your finance lead to understand where the bottlenecks are, which tasks are consuming the most time, and where specialist input is needed.
Scope & Role Definition
We agree on which workstreams Serana will own, which are shared, and which stay fully in-house. We create a clear RACI so there is no ambiguity.
Integration
Our team integrates into your workflows, systems, and communication channels. We attend your standing meetings and align with your reporting calendar.
Execution
We deliver on our assigned workstreams. whether that's management accounts, cash flow forecasting, FP&A modelling, fund reporting, or reconciliation backlogs. on the timelines your business needs.
Flex & Scale
As your needs evolve, we scale up or down. If your team grows, we hand over. If new demands arise (fundraise, audit, acquisition), we absorb the extra load.
Needs Assessment
We meet with your finance lead to understand where the bottlenecks are, which tasks are consuming the most time, and where specialist input is needed.
Scope & Role Definition
We agree on which workstreams Serana will own, which are shared, and which stay fully in-house. We create a clear RACI so there is no ambiguity.
Integration
Our team integrates into your workflows, systems, and communication channels. We attend your standing meetings and align with your reporting calendar.
Execution
We deliver on our assigned workstreams. whether that's management accounts, cash flow forecasting, FP&A modelling, fund reporting, or reconciliation backlogs. on the timelines your business needs.
Flex & Scale
As your needs evolve, we scale up or down. If your team grows, we hand over. If new demands arise (fundraise, audit, acquisition), we absorb the extra load.
What's typically included
Best for
- Companies with a CFO, Financial Controller, or Finance Manager who needs operational support.
- Businesses going through a high-intensity period. fundraise, audit, acquisition integration, or rapid growth. where the existing team can't absorb the extra workload alone.
"A mid-market SaaS company had a strong FD but no team beneath her. Serana was engaged on a Co-Source basis to handle month-end close, reconciliations, and cash flow reporting while the FD focused on a Series B fundraise. We operated for nine months, then helped recruit and onboard a permanent management accountant. handing over clean processes and documented SOPs."
Project-Based
Defined scope. Defined timeline. Clear deliverables.
The Project-Based model is for businesses that don't need ongoing support but have a specific finance challenge to solve. Whether it's a systems implementation, a process overhaul, an audit preparation sprint, or a one-off modelling project, Serana scopes the work, agrees the deliverables and timeline upfront, and executes to completion. You get a fixed outcome, not an open-ended engagement.
How it works
Briefing
You share the challenge or objective. We ask the right questions to understand the context, constraints, and desired outcome.
Proposal & Scoping
We deliver a clear proposal within 48 hours: defined scope, deliverables, timeline, and fixed or capped fee. No ambiguity.
Kick-Off
We align on milestones, access requirements, and communication cadence. We assign the right specialist team for the project.
Execution & Checkpoints
We deliver against the agreed milestones with regular progress updates. You review interim outputs and provide feedback at defined checkpoints.
Handover & Documentation
We deliver the final output, walk your team through it, and provide full documentation so everything is usable and maintainable after we leave.
Briefing
You share the challenge or objective. We ask the right questions to understand the context, constraints, and desired outcome.
Proposal & Scoping
We deliver a clear proposal within 48 hours: defined scope, deliverables, timeline, and fixed or capped fee. No ambiguity.
Kick-Off
We align on milestones, access requirements, and communication cadence. We assign the right specialist team for the project.
Execution & Checkpoints
We deliver against the agreed milestones with regular progress updates. You review interim outputs and provide feedback at defined checkpoints.
Handover & Documentation
We deliver the final output, walk your team through it, and provide full documentation so everything is usable and maintainable after we leave.
What's typically included
Best for
- Systems implementations and ERP migrations.
- Post-acquisition finance integration across multiple entities.
- Process reviews when month-end close is too slow or error-prone.
- Audit preparation when the team needs external support to get ready.
- One-off modelling projects such as fundraise models, business plans, or board scenario analysis.
"After acquiring three companies, a PE fund engaged Serana on a six-week project to harmonise finance processes across all entities. We documented 40+ processes, consolidated three separate chart of accounts structures into one, automated monthly reporting using Power Query, and reduced the combined month-end close from 20 working days to 7. delivering a full SOP library so the team could sustain the new process independently."
Month-end close in less than 7 working days
Accuracy on all deliverables
95% accuracy on all deliverables. Month-end close in less than 7 working days. Weekly cash visibility updates.