Hey there!

The team & I are back from Xerocon, and reinvigorated & excited to implement some of the new features in Xero once they become available. Meeting in person was incredible, as well—since we’d never met in person before! If you aren’t following us on Instagram, here’s a few photos from the trip! Two of our team members brought their significant others and I brought along my biz bestie & fellow firm owner, Alyssa.

And ICYMI, I also got the chance to sing on the keynote stage in front of over 1,000 others in my industry. You can catch the video at 41:40 of this podcast interview I did>>

📆 Upcoming Deadlines:

• September 16 → S-Corp & Partnership Extensions Due
• September 16 → 3rd Quarter Estimates Due
• October 15 → Individual & C corp Extensions Due

🎤 Hear me speak!

I’ve been doing a bunch of podcast interviews, and one just aired! Check out my conversation on The Money Diaries with the Wallstreet Girl Next Door where we talk about:

• my money story & how I got my start in accounting
• how I feel about debt & investing
• tips for staying organized in your business

💵 Money Tips:

➡️ Protect against FB scams: Since scams and fraudulent activity on Facebook have been all too common lately, check out this blog to learn how to protect your business from it all.

➡️ Consider moving to annual subscriptions: We’re coming up on planning season for the new year! I recommend looking at moving to annual subscriptions before year end (if you have extra cash) so you can get the write off this year! This will save you money in the long run, but only makes sense if you have the cash flow.

🤝 Work with us

We have 3 available spaces for monthly or catchup clients in Q3.

If you’re still unsure about working with us, hit reply OR fill out our interest form HERE so we can talk about what we could accomplish together.

If you are making under $100k and want to handle your own books 👇👇

We’re building out a membership for DIYers! If you have a friend (or you are) just starting out in business and needs our support, we’d love if you share!

I’ll be hosting a free class on October 23rd where I’ll cover the basics of cash flow management, bookkeeping, and teach how to use Xero. The first 10 people who sign up will also get a FREE Xero Setup.

That’s it for now!

Serena + The Of Course Team

P.S. Here’s the link to register for the FREE MASTERCLASS AGAIN>