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Serena Funk
Bookkeeper, Business Owner at First Class Accounts - Highbury/Mclaren Vale, Xero Certified Advisor, BAS Agent
Professional Background
Serena Funk is an accomplished Small Business Solutions Provider and a seasoned bookkeeper with over 20 years of experience in the finance industry. For the past 11 years, she has dedicated herself to her own business, where she passionately helps small businesses thrive. Driven by her mission to empower small business owners with the necessary tools and knowledge for financial success, Serena has become well-known in her field for her expertise and commitment to client success.
Serena is aligned with First Class Accounts, which is Australia's largest bookkeeping franchise, providing her with a robust framework and extensive resources to assist her clients effectively. Her extensive repertoire of services encompasses various aspects of bookkeeping, accounting, and financial management, tailored specifically for the needs of small business owners.
Education and Achievements
Serena's educational journey began at St Mary's College in Adelaide, where she completed her studies from Year 10 to Year 12. With a strong desire to enhance her skills in the finance sector, she pursued further qualifications by earning a Certificate IV in Accounting from the Chisholm Institute. This formal education has equipped her with a solid foundation in accounting principles, which she continuously builds upon through practical application in her business endeavors.
Over the years, Serena has accumulated extensive experience in various high-profile roles. Her previous positions include serving as the Franchise Owner for both Highbury and McLaren Vale at First Class Accounts, leading teams as the Team Manager for New and Existing Business at Westpac Mortgage Centre, and becoming the Head of Department for Small Corporate Superannuation at AMP Society. Each of these roles has furthered her knowledge and expertise within the finance industry, paving the way for her successful career as a small business solutions provider.
Achievements
Serena has established herself as a trusted advisor for small businesses across various industries. Through her bookkeeping services, she offers a comprehensive suite of solutions that includes:
- Bookkeeping Services
- Accounts Payable and Receivable Management
- Bank Reconciliation
- BAS Preparation and Advice
- Cash Flow Management
- Payroll Services
- Financial Reporting and Analysis
- GST, PAYG, and Superannuation Advice
Serena's qualifications as a Certified Xero Adviser, MYOB Partner, and Receipt Bank Partner reflect her commitment to mastering industry-leading software and technologies. With proficiency in popular software packages such as Xero, MYOB, Reckon, Quickbooks Online, Cashflow Manager, and Redcat, she specializes in cloud accounting and office solutions tailored to the unique challenges of small businesses.
In addition to her technical skills, Serena offers personalized support through one-on-one consultations, emphasizing her client-centered approach. For those looking to take their business finances to the next level, she provides a FREE, one-hour, no-obligation consultation. Whether a business is struggling to manage cash flow or requires insight into financial reporting, Serena is on hand to assist with expert advice.
With her vast experience, dedication to client success, and commitment to empowering small business owners, Serena Funk is not just a bookkeeping professional; she is a passionate advocate for the success and growth of small businesses across Australia.