Published coaching conversation
Anonymized published coaching conversation with participant identity and session details obscured.Giving back through practical accounting education
We continue helping accounting professionals grow through practical learning.
SWA began with a commitment to make U.S. bookkeeping and tax-accounting workflows more understandable and practical for Filipino professionals. As the business has grown into an accounting service firm, education remains part of how we contribute to the community.
Education remains part of how we contribute.
Our programs use client simulations, software workflows, case discussions, and guided problem-solving to help learners connect accounting concepts with the work they may encounter in practice.
Practical learning in action
Real questions. Practical guidance.
Explore an anonymized coaching case and the working approach used to move from records to a practical next step.
Published practitioner feedback
Anonymized published practitioner feedback with private message text and identifying details obscured.1 of 2
01
Bring the active question
Bring an active case, a cleanup question, or a month-end obstacle to a focused working conversation.
02
Work from the records
Use live case troubleshooting in QuickBooks alongside bookkeeping cleanup, reconciliation, and month-end close work.
03
Agree the next step
Work through common U.S. and Australian tax-accounting scenarios and clearer approaches for tax software and Xero alongside QuickBooks.
Coaching topics
- Live case troubleshooting in QuickBooks.
- Bookkeeping cleanup, reconciliation, and month-end close work.
- Common U.S. and Australian tax-accounting scenarios, including U.S. Forms 1040, 1065, 1120-S, and 1120.
- Clearer working approaches for tax software and Xero alongside QuickBooks.
From our coaching practice · anonymized case
Start with the records.
Problem
An anonymized case began with incomplete records and a question about how income and expenses were captured across the business.
Approach
The coaching approach used actual records to identify income and expenses, identify fixed assets and their useful lives, explain the IRS review process, and recommend separate business accounts.
Follow-up
It assigned accurate journal-entry follow-up. It illustrates a practical troubleshooting method, not a promise of a client outcome.
The team behind the conversation
Facilitators grounded in the work
Founder-led facilitation
Katy brings practical experience across U.S. bookkeeping, tax preparation support, operations, and accounting education.
Experienced accounting guidance
Senior professionals provide technical guidance and review across bookkeeping, tax workflows, financial reporting, QuickBooks, and Xero.
Coaching is educational information for working through accounting questions. It does not provide accreditation, certification, audit representation, or jurisdiction-specific legal authority.