Accounting support for growing U.S. businesses and accounting partners
Tax-ready bookkeeping and reliable accounting support for growing U.S. businesses, with flexible overflow and white-label delivery for accounting firms, staffing partners, and other strategic partners.
Primarily supporting owner-led service businesses earning approximately $250,000 to $500,000 annually. Other industries and business stages may be considered based on the scope.
Start with a focused 30-minute conversation about your current needs, priorities, and the most practical next step. No commitment required.
Trusted by
Practical experience backed by education and senior support
How can we support you
Business owners
Accounting and strategic partners
Start with the work in front of you
Prior months, accounts, or transactions need to be organized and reconciled before reporting or tax work can move forward.
The reports exist, but the owner still needs help understanding what requires attention before the next decision.
Client work is growing, deadlines are approaching, or the internal team needs reliable delivery support.
Important knowledge, communication, and follow-up need a documented process and trained continuity.
For accounting firms and strategic partners
Katy serves as the primary relationship lead. Delivery is supported by accounting professionals with complementary experience across bookkeeping, tax preparation, financial reporting, workflow documentation, and senior review.
Katy leads communication, priorities, and follow-through for the engagement.
Trained accounting professionals support defined responsibilities, documentation, continuity, and senior review where required.
Responsibilities, timing, review expectations, communication, and fees are confirmed before the engagement begins.
Not every delivery team member is publicly listed. The people assigned to an engagement, their responsibilities, and the review structure are introduced during onboarding.
Verification without exposure
Every item is verified by SWA. Identities and private details are withheld.
Live webinar
Free webinar hosted by Miss Katy in December 2025 introducing U.S. accounting and taxation.
Live session hosted publicly by SWA. Attendee names, photos, and meeting details are withheld.
Live webinar
Free Scale With Katy webinar with invited CPA speakers, March 2025.
Live session hosted publicly by SWA. Attendee names, photos, and meeting details are withheld.
Verified feedback summary
Reviewer confirmed clean work passed first review, with supporting files in place.
Source message retained privately.
Anonymous feedback
Anonymous accounting-firm feedback — identity withheld under NDA.
Verified feedback summary
Katy identified a future delay, proposed a fix, and her checklist became the standard.
Source message retained privately.
Anonymous feedback
Anonymous accounting-firm feedback — identity withheld under NDA.
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A clear way to begin
We discuss the current condition of your books or delivery needs, the priorities ahead, and the kind of support that may be appropriate.
We identify the responsibilities, records, systems, timing, review requirements, and communication process needed for the engagement.
You receive a clear proposal outlining the work, delivery expectations, and fee before making a commitment.
Once approved, we confirm access, responsibilities, deadlines, points of contact, and the first priorities for the engagement.
A practical next step
Questions owners and partners ask
Our services are primarily designed for growing U.S. businesses earning approximately $250,000 to $500,000 annually. We also consider businesses outside this range when the scope aligns with our team's capabilities.
Yes. We offer overflow and white-label support for firms that need additional bookkeeping, clean-up, tax preparation workflow, or accounting operations capacity.
Managed accounting capacity gives the client or partner one responsible point of contact while agreed work is supported through a coordinated accounting team, documented responsibilities, and an established review process.
Yes. The initial 30-minute conversation is free and helps both sides understand the need and determine whether SWA is a suitable fit. Detailed clean-up, diagnostic, tax, or advisory work may require a separate paid scope.
Tax preparation support and return services may be included depending on the return type, jurisdiction, records, professional responsibilities, and availability of the appropriate tax professional.
Access, document exchange, team responsibilities, confidentiality expectations, and communication procedures are defined during onboarding. Confidential accounting records should not be submitted through the public contact form.
