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Serrano Bookkeeping

Serrano Bookkeeping

Reviews Summary

Serrano Bookkeeping receives overwhelmingly positive reviews, with consistent praise for Luis and his team's professionalism, expertise, and responsiveness. Customers highlight their QuickBooks proficiency, patience, and ability to simplify complex bookkeeping tasks. Many appreciate their fair pricing, fast service, and personalized attention, often describing them as invaluable partners for small businesses. The team is commended for cleaning up messy books, providing clear guidance, and offering timely support during critical moments like PPP loans or tax preparation. Long-term clients emphasize trust, reliability, and a family-like approach to client relationships. The rare constructive feedback mentions minor improvements, but the consensus is exceptional service.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Budgeting
Outsourced Accounting
Subscription Pricing
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Budgeting
Outsourced Accounting
Subscription Pricing
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks

Contact Information

Address

2535 Kettner Blvd #3A1

San Diego, California 92101

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Luis Serrano is truly is a pleasure to work with. He is a great example of someone who is reliable, knowledgeable and is invested in his clients success!! It is rare to find such commitment to excellence which is why I was motivated to give a 5 star review.... Must success to you and your team!!

Luis and his team are amazing!! This will be our 5th year using Serrano Bookkeeping and they have very fair pricing and fast customer service. We run a small family painting business here in San Diego and Luis has taken very good care of us!

This was my first interaction with Luis, I found him on QuickBooks, and he was GREAT! He provided value during our call and assisted me with an issue that had taken hours on my own. Down to earth and easy to talk to, I'll be working with him for my small business, moving forward.

I've been with Luis and his team for years and I don't know what I would have done without them. As a business owner with a lot on his plate, the last thing I want to do is worry about accounting. Although accounting is an incredibly important part of my business, Serrano Bookkeeping allows me to focus on the tasks I'm good at and love doing. Thank you guys for a great 5 years.

I cannot recommend Serrano Bookkeepping highly enough! They did an outstanding job for us, producing a tremendous amount of work on a very tight schedule. Their attention to detail, professionalism, and ability to meet our deadlines were nothing short of extraordinary!! They handled everything with efficiency and accuracy, making what could have been a very stressful process seamless and worry-free. They helped us meet a very demanding deadline and did it with flying colors!! If you're looking for a book

I have been working with Luis Serrano and his team for over 5 years now. They are very professional and do a great job. His firm is a integral part of my small business team. 5 stars all the way !!!!

I would highly recommend Luis Serrano for bookkeeping needs! He is extremely knowledgeable, super responsive, and always takes the time to explain financial reports in a way that's easy to understand. His attention to detail and professionalism are outstanding.

I can highly recommend the professional team at Serrano Bookkeeping particularly if you are using Quickbooks Online. I do most of my own bookkeeping, but sometimes I find myself in over my head and that's when I reach out to Serrano Bookkeeping. They are responsive, knowledgeable, and pleasant to work with. They have a complete understanding of my small business and keep me on track so my books are squeaky clean all the time. Thank you Serrano Bookkeeping!

Luis Serrano and his team are excellaent to work with! Their service is quick, accurate and excellent.They have helped me immeasurably. I would highly recommend Serrano Bookkeeping for your business needs.

Luis Serrano and his team have been amazing to work with! Starting our 3rd year with Serrano Bookkeeping and could not be happier with the service. They are friendly, responsive, detailed, and very informative. I would highly recommend Serrano Bookkeeping for your business needs.

We were going through a company restructurer and needed help cleaning up our QuickBooks. Not only that but fully switching to QuickBooks online. We set up an interview with Luis and his team. They are the a tremendous team. Their knowledge of QuickBooks and the patience in training with the updates are amazing. My books have never looked better! Give them a call, they are a great asset to companies big or small!

Luis at Serrano Bookkeeping is an excellent teacher and has a lot of quickbooks knowledge. Contracted him for his 1.5 hour training session and he showed me the ropes while getting my books reconciled and all balanced out. Thank you very much for the excellent service Luis!

Luis and his team are amazing! Serrano Bookkeeping is a true blessing. They are extremely patient and kind. I have been with them for a few years now and in 2020 they stepped up big time to provide assistance with PPP loan documents and made sure any reports we needed were available. I consider Luis and his team as family. They will treat your business as if it were their own. I highly recommend Serrano Bookkeeping.

Excellent service at a reasonable price. They provide needed information to directly with our tax professional, which reduces accounting expenses and streamlines our finances.

Our business has used Serrano Bookkeeping for the last few years and I have personally worked with Luis for the last two. Luis is thorough, professional, and always willing to help with any of our accounting needs. He has helped me solve numerous issues and provides very knowledgable accounting advice. He has always been willing to jump on a phone call or Zoom meeting and walk me through something that I may be stuck on in QuickBooks, whether it be as simple as a QB feature I don't understand or an in-dept

Luis has been a huge help for our small business accounting needs! We've struggled to find an accountant that communicates and cares and I'm so thankful we found Serrano Bookkeeping. He is responsive, available and genuinely wants to assist in guiding us to learn how to manage and maximize our financials. The QB training helped me to feel much more confident in handling our daily bookkeeping. Thanks Luis!!

If there were an option to give more stars I would. Serrano Bookkeeping was a game changer for me and my small business. Luis trained me on quikbooks and made our end of month procedures so much more efficient. As a small business owner I highly reccomend this company. Luis went above and beyond to help set us up for success!

Luis is incredibly hardworking and intelligent with the work he does! I found him from the Quickbooks ProAdvisor and feel very fortunate. He's helped on the bookkeeping for both with our cannabis business and our other business. Not having a lot of time is a common issue for most business owners and Luis helped ease the stress of that by taking on the tedious yet important tasks that I didn't have time for. His expertise, demeanor and willingness to help in any way are the reason we're keeping him! Find a b

Luis is a very nice, relaxed, professional. He took the time to understand my business and the challenges i was having trying to do my own books. He was responsive to my needs and very accommodating for scheduling. Very fast turn around time, especially for the time of season! As a small business owner, making sense of the books is a very troublesome task and time consuming! From here on out, ill leave it to Luis!

Serrano Bookkeeping has been taking care of my books for 2 years now and I couldn't be happier. They are proactive in providing tips that can help my business grow and are responsive when I need them most. They have also worked collaboratively with my CPA to ensure my tax returns are done on a timely basis, while keeping me out of trouble.

Luis was so helpful in getting my horribly organized books all caught up and in working order. He is a Quickbooks wizard. I will definitely be using him for all my bookkeeping needs. Serrano Bookkeeping is also very affordable.

Serrano Bookkeeping did a thorough and complete job. Mr. Serrano was very accommodating with my time. He was fast, and I left feeling at easy. I am very happy with his work product. Thank you!

On point expertise and responsiveness! Luis helped my business with a time sensitive issue required to move forward with construction bonding. I explained the situation and he turned around in just a few hours, something we had been tooling around for multiple days trying to fix. Highly recommend him for your accounting needs. Sincerely, Joe Rubio Blue Nose IT Solutions, Inc.

Luis was so helpful every step of the way. Not only did he clean up my books, he helped me understand the root cause of the issue and what I could do to prevent future issues in Quickbooks. Highly recommend.

I was referred to Luis to help me with the PPE loan. He took his time explained everything to me and helped me through the entire process. I was able to secure the loan, it was forgiven and he even helped me with an additional SBA loan. During these trying times Luis?s help was instrumental to keeping my business alive. I highly recommend him!!

Awesome help and quick response to emails and phone calls. Very detailed and patient and really took his time with me to help me solve my bookkeeping problems & Taught me how to keep my books in shape. Will definitely recommended him to others. Great listener and very personable too !!

Amazing customer service. Solved all my QB issues very fast! Extremely impressed with the attention to detail and quick turn around. So thankful to find Serrano Bookkeeping for my small business accounting.

Louis was extremely helpful in getting my business finances set up in QuickBooks and in educating me on the basics of financial bookkeeping. I would highly recommend him and plan on using his services in the future.

I am very new to getting organized on QuickBooks online, and Luis training sections helped me A LOT! He patiently answered all my questions and also gave me a very detail walk through to QBO and I am very confident to work on my own books now! Thank you Luis!

Luis helped clean up our books and now everything is accurate. He was very prompt and professional.

Luis was a great help! Solved my problem quickly and efficiently!

Excellent service, highly knowledgeable and a pleasure to work with.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.