Accounting capabilities

Accounting support built around the work in front of you.

Start with the records, responsibilities, and decisions that need attention. SWA can support a recurring bookkeeping rhythm, a defined project, or a partner delivery model with a clear scope.

Request a Financial Clarity Call Explore Partner Support

Service groups

Start with the work that needs attention.

Choose recurring support, a defined project, or a delivery model that fits the responsibilities ahead.

Monthly bookkeeping

Includes

Transaction review
reconciliations
month-end procedures
reporting
and agreed recurring support

Discuss Monthly Support

Catch-up and clean-up

Includes

Historical organization
account reconciliation
balance investigation
and preparation for ongoing work

Discuss a Clean-up Project

Tax preparation support

Includes

Document organization and agreed return-preparation workflow support based on return type and professional oversight

Discuss Tax Support

QuickBooks and defined projects

Includes

Setup
migration
historical work
schedules
modeling
and other defined accounting projects

Request a Project Scope

Firm and partner support

Includes

Overflow
white-label
workflow
and managed accounting capacity

Explore Partner Support

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.

Request a Scope Conversation

A practical next step

Let’s define the support your records need.

Tell us what is current, what needs attention, and what the work needs to support. We will discuss the right scope and next step.

Request a Financial Clarity Call