Accounting and tax firms
Explore overflow, white-label, tax workflow, and recurring bookkeeping capacity while protecting the client relationship.
Managed accounting capacity for your clients and firm
Expand accounting delivery without making the relationship depend on one more individual hire.
SWA provides overflow and white-label bookkeeping, tax workflow, and accounting operations support through one accountable relationship and a trained delivery team.
More structure than a single placement. More flexibility than building a full internal team.
A single accounting VA can be the right choice when the responsibilities are stable and the client is prepared to manage the work directly. SWA is designed for situations where the partner or client also values relationship ownership, coordinated delivery, documented processes, review, and continuity.
Katy remains the primary point of contact and coordinates the engagement. The work can then be assigned within a trained accounting team according to the approved scope, required experience, capacity, and review needs.
What the partner gains
A responsible relationship lead
The partner and client know who is accountable for communication, priorities, questions, and follow-through.
Continuity behind the relationship
The engagement is supported by documented responsibilities and trained team capacity, reducing dependence on the availability of only one person.
A flexible commercial model
The relationship may be designed as a referral partnership, white-label engagement, overflow arrangement, or jointly defined client solution, subject to an agreed commercial structure.
Recurring service potential
When a client needs ongoing bookkeeping or accounting support, the partnership can create a recurring service opportunity rather than a one-time placement. Revenue sharing, referral compensation, pricing, ownership of the client relationship, and billing responsibilities must be confirmed in writing.
Partner delivery options
Choose the structure that fits the work.
| Model | How it works | Best fit |
|---|---|---|
| Referral | The partner introduces the client. SWA contracts and delivers directly; any referral arrangement is documented separately. | Partners that do not want to manage accounting delivery |
| White label | SWA performs agreed work behind the partner brand and follows the approved communication and review process. | Accounting firms protecting a unified client experience |
| Overflow support | SWA supports selected tasks, accounts, entities, returns, or periods within the firm’s workflow. | Firms with backlogs, capacity gaps, or seasonal demand |
| Joint solution | The partner leads the broader relationship while SWA owns the defined accounting workstream. | Staffing firms, consultants, and multi-service partners |
Partner safeguards to agree before work begins
- Who owns the client relationship and who communicates with the end client.
- Whether SWA is visible to the end client or works behind the partner brand.
- Exact responsibilities, exclusions, deadlines, and service-level expectations.
- Access to accounting systems and the method for sharing confidential records.
- Review and approval responsibilities, especially for tax-related work.
- Pricing, billing, referral fees or revenue share, payment timing, and renewal terms.
- Confidentiality, non-solicitation, data protection, and termination responsibilities.
- How staffing changes, absences, quality concerns, and urgent requests will be handled.
Partner process
A clear way to design delivery together.
- 01
Partnership conversation
We discuss the client type, recurring need, current workflow, responsibilities, expected volume, and the relationship the partner wants to maintain.
- 02
Delivery design
We recommend the appropriate engagement model, point of contact, responsibilities, review process, communication rhythm, and commercial structure.
- 03
Written agreement
The parties confirm scope, fees, billing, confidentiality, client ownership, and service expectations before work begins.
- 04
Client onboarding and delivery
We organize access, records, priorities, deadlines, and reporting, then begin delivery through the agreed partner-facing or client-facing workflow.
Scope and fee
Pricing built around the work.
Fees depend on the condition of the records, volume and complexity of the work, responsibilities included, reporting requirements, review needs, and whether the engagement is recurring or project-based.
After the initial conversation, SWA provides a defined scope, delivery expectations, and fee before paid work begins.