The finance partner you actually need
The Serana Difference
What sets us apart
Operator Mindset
We are proactive vs reactive. Our team thinks like an in-house finance function — anticipating what the board, investors, and management team need. We flag risks, spot trends, and challenge the numbers because that's what good finance teams do.
Fund & Corporate Expertise
Most outsourced providers specialise in either fund administration or corporate accounting. Serana does both. Whether you're a GP managing SPVs or a CFO running a multi-entity group, we speak your language — and we understand how fund-level and portfolio-level finance connect.
Deliverables, Not Timesheets
We scope every engagement around outcomes: board packs delivered by day five, investor reports issued quarterly, cash forecasts updated weekly. You pay for results, not hours logged. Every engagement comes with a clear deliverables schedule so you always know what to expect and when.
Senior-Led Teams
Your work isn't handed off to unsupervised juniors. Every Serana engagement is led by a senior finance professional with real-world experience — from Big 4 audit to PE-backed CFO roles. You get insights, not just processing.
Flexible & Scalable
Need a full outsourced function today and a co-source model in twelve months? No problem. Our three engagement models — Full Outsource, Co-Source, and Project-Based — are designed to flex as your business evolves. Scale up for an audit or fundraise, scale down when the pressure eases.
Built for Growth
We understand the rhythms of PE-backed and high-growth businesses: tight reporting deadlines, board scrutiny, covenant compliance, and the constant tension between speed and accuracy. Our processes are designed for that environment from day one.
Serana vs. the Alternatives
How we compare
| Finance | Hire In-House | Big 4 / Large Firm | Generic Outsourcer | |
|---|---|---|---|---|
| Cost | Transparent scoping, fixed or capped fees | High fixed cost (salary, benefits, training, systems) | Premium hourly rates, often unpredictable | Low headline rate, but quality varies |
| Speed to deploy | Operational within 2–4 weeks with structured onboarding | 3–6 months to recruit and onboard | Weeks to mobilise, but resource changes frequently | Fast, but onboarding can be superficial |
| Expertise | Senior finance professionals with fund and corporate experience | Limited to who you can hire | Deep but narrow (audit/tax focus) | Generalist, often offshore |
| Flexibility | Three engagement models designed to flex with your needs | Difficult to scale up or down | Expensive to flex | Easy to scale but quality drops |
| Ownership | High — dedicated team, embedded in your operations | High — they're your team | Low — you're one of many clients | Low — process-driven, not relationship-driven |
| Deliverables focus | Defined deliverables schedule with every engagement | Depends on the individual | Typically advisory, not operational | Operational but often lacks strategic insight |
| Continuity | Dedicated team with documented SOPs for continuity | Key-person risk if they leave | Team rotation is common | Staff turnover can be high |
How We Work
From first call to full delivery
Discovery Call
We listen. You tell us what's working, what's not, and what good looks like. No sales pitch — just a focused conversation to understand your needs.
Proposal (within 48 hours)
We deliver a clear, transparent proposal: scope of work, deliverables, timeline, team composition, and pricing. No hidden fees, no ambiguity.
Onboarding (Week 1–2)
We gain system access, document existing processes, and align with your reporting calendar and stakeholders. We identify quick wins to deliver early value.
Delivery
Your dedicated Serana team executes against the agreed deliverables schedule. You receive regular updates and have a single point of contact for everything.
Review & Evolve
We conduct quarterly reviews to assess performance, identify efficiency gains, and adjust scope as your business evolves. The engagement grows with you.
Discovery Call
We listen. You tell us what's working, what's not, and what good looks like. No sales pitch — just a focused conversation to understand your needs.
Proposal (within 48 hours)
We deliver a clear, transparent proposal: scope of work, deliverables, timeline, team composition, and pricing. No hidden fees, no ambiguity.
Onboarding (Week 1–2)
We gain system access, document existing processes, and align with your reporting calendar and stakeholders. We identify quick wins to deliver early value.
Delivery
Your dedicated Serana team executes against the agreed deliverables schedule. You receive regular updates and have a single point of contact for everything.
Review & Evolve
We conduct quarterly reviews to assess performance, identify efficiency gains, and adjust scope as your business evolves. The engagement grows with you.
By The Numbers
The impact we deliver
5 days
Average month-end close timeline we implement
48 hours
From discovery call to transparent proposal
95%
Audit completion rate with zero material adjustments
3 models
Full Outsource, Co-Source, and Project-Based — designed to flex
Frequently Asked Questions
Ready to simplify your finance function?
Book a discovery call and we'll recommend the right engagement model for your business. You'll receive a transparent proposal within 48 hours.
Book a Discovery Call