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    Two paths, one outcome

    Choose how you want finance delivered

    Choose a defined finance package or a broader managed service. Every engagement has named deliverables, a reporting calendar and a fixed monthly fee.
    Finance as a Service

    Lift the load entirely

    Productised packages run end-to-end by our EU-overseen team inside your systems. You receive the agreed output and reporting cadence while Serana manages delivery, quality and cover.

    Serana CloseBooks closed by WD7. Every month. Guaranteed."We're still closing on day 14."
    Serana CashWeekly cash visibility. AP/AR under control. Always."I don't know our cash until mid-month."
    Serana BoardBoard-ready pack, produced on time. Every quarter."Our board pack takes a week to produce."
    Serana HoldcoConsolidated reporting across 2–6 entities."Consolidation is still done in Excel."
    Managed Finance Service

    Expand the service scope

    A broader finance scope delivered within your systems by our qualified team. One Serana engagement manager allocates work, supervises delivery and handles priorities and scope questions. Serana provides continuity throughout the engagement.

    • Written scope with named outputs
    • ACCA and CIMA qualified delivery standard
    • Operational within three to four weeks
    • Serana provides continuity and cover
    • One Serana engagement manager allocates work and supervises delivery
    Finance as a Service

    Lift the load entirely

    Productised packages run end-to-end by our EU-overseen team inside your systems. Pick the package that fits the gap, or combine several. You get the output and the cadence while Serana manages delivery, quality and continuity.

    Serana Close

    Books closed by WD7. Every month. Guaranteed.

    "We're still closing on day 14."

    We run your full month-end close, journals, accruals, reconciliations, and management accounts, delivered by Working Day 7, every month without fail. No chasing. No delays.

    What's included
    • Month-end journal entries & accruals
    • Balance sheet reconciliations
    • Monthly P&L, balance sheet & cash flow
    • Actuals vs. budget variance commentary
    • Trial balance & GL extract
    • VAT/tax workings
    • Audit & statutory accounts support
    Learn more →

    Serana Cash

    Weekly cash visibility. AP/AR under control. Always.

    "I don't know our cash until mid-month."

    We build and maintain your rolling cash flow forecast and manage your receivables and payables so you always know exactly where you stand, and what's coming.

    What's included
    • Weekly 13-week rolling cash forecast
    • Daily/weekly cash position report
    • AR ageing report & chasing log
    • AP payment calendar & runs
    • Working capital improvement roadmap
    • Covenant compliance tracker
    • Liquidity dashboard
    Learn more →

    Serana Board

    Board-ready pack, produced on time. Every quarter.

    "Our board pack takes a week to produce."

    We produce a polished, insight-led board pack on a fixed cadence, covering financial performance, KPIs, budget variances, and forward-looking commentary, so leadership always walks into the room prepared.

    What's included
    • Quarterly board reporting pack
    • KPI dashboard
    • Actuals vs. forecast bridge
    • Revenue & margin analysis
    • Workforce & cost tracker
    • Scenario & sensitivity workbooks
    • Rolling 12-month forecast
    Learn more →

    Serana Holdco

    Consolidated reporting across 2–6 entities.

    "Consolidation is still done in Excel."

    We consolidate your group financials across multiple SPVs or subsidiaries, handling intercompany eliminations, multi-currency treatment, and investor reporting, so you have one clean view of the whole structure.

    What's included
    • Full SPV bookkeeping & NAV calculation
    • Investor capital account schedules
    • Intercompany reconciliation & elimination
    • Multi-currency & FX treatment
    • Distribution & capital call notices
    • Quarterly investor reporting packs
    • Audit support packs
    Learn more →
    Managed Finance Service

    Extend your scope with clear accountability

    A defined finance service delivered in your systems. You agree the outputs, reporting cycle and deadlines. Serana organises the work, provides cover and controls quality.

    Qualified delivery standard

    The service is delivered by ACCA and CIMA qualified accountants with relevant sector experience. A senior Serana engagement manager allocates work and supervises delivery.

    Operational in 3-4 weeks

    We complete discovery, systems access, documentation and transition against an agreed implementation plan.

    Continuity guaranteed

    Serana allocates capacity, provides cover and manages quality. You receive the agreed deliverables without key-person dependency.

    How it works

    1. 1
      Define the scopeWe agree the deliverables, reporting cycle, deadlines and required systems access.
    2. 2
      Confirm the service planYou receive a written scope, implementation plan and fixed monthly fee.
    3. 3
      Start deliverySerana begins delivering against the agreed calendar within three to four weeks.

    This is right for you if

    • You need reliable finance outputs within a defined timetable
    • Your finance function is growing faster than your team
    • Your current accounting process no longer meets reporting needs
    • You want European oversight without establishing another entity
    • You need delivery within your existing systems
    • You want scope flexibility without service disruption