Strategic Accounting and Advisory for the Trades

We help growing home service, trade, construction and other serviced based businesses from startup to $20M in revenue, providing clear, streamlined accounting solutions.

At Swanson CFO, we are not just bookkeepers, but a financial partner that empowers businesses to be confident and make informed decisons to drive growth based on accurate finanicals. We give our clients piece of mind by streamlining their financial operations and taking accounting off their plate.

Being a tech-first firm, we take pride in using the latest accounting software and tools to streamine your accounting operations, so you always have the numbers you need to run your business, not just react to it.

Who We Are

Swanson CFO and Bookkeeping is a tech-forward bookkeeping, accounting and advisory firm based in North Carolina. While our virtual firm is based in North Carolina, we can serve clients nationwide.

We partner with small businesses and entrepreneurs by managing their strategic bookkeeping, so they can make informed decisions with confidence and focus on growing their business.

With over a decade of experience, we understand the challenges that small business face. Our goal is to streamline the financial side through streamlined solutions that grow with you.

While we don’t offer tax preperation services we work with you and your tax preparer to ensure tax season is a breeze.

Check out our services section to see how our tailored solutions can help your business thrive.

Services We Offer

Managed Accounting

If you need more help with more than just the transactional work that comes with bookkeeping, this service is a great fit.

Our Managed Accounting services include: Job costing, bill pay, customer invoicing, payroll support, fixed asset management and other accounting related tasks as needed.

Best For: For owner operators and businesses that have more complexity and need more than just standard bookkeeping. Whether it’s complex allocations, project tracking or just more with the day-to-day accounting, we have you covered.

Controller and CFO Advisory Services

Beyond the numbers - we help you understand why things happen and how to make them work in your favor.

You’ll get cash flow management and forecasting, profit margin tracking, job costing reviews, budgeting and strategic financial planning.

Our focus is on helping small businesses grow and scale with confidence. Let us leverage our technology and expertise to help drive your business growth.

Best For: Contractors ready to grow and gain full financial clarity.

Bookkeeping

Do you spend what feels like countless hours working on your books? Partner with an expert who understands this and frees you up to focus on what truly matters, running your business.

We provide timely, accurate and consistent financial data through QuickBooks Online. Let us handle this for you.

Best For: Owner Operators and businesses that need accurate tax ready books.

Industries

Here Are Some of the Industries We Serve Nationwide

  • HVAC

  • Plumbers

  • Electricans

  • Painters

  • Flooring

  • Landscaping

  • Remodelers and Restoration

  • Construction

  • Handymen

  • Tree Services

  • Home Service Contractors

  • Gutter Cleaners

  • Pressure Washing & Window Cleaners

  • Professional Services

  • Marketing and Advertising Agencies

  • Consultants and Coaches

  • Moving and Junk Removal Services

  • Coffee Shop’s and Breweries

Solutions We Offer

Getting Stared is Easy.‍ ‍

  • We’ll talk through where your books are currently and what support makes sense for you and your business.

  • We will do a free assessment of your QuickBooks or Accounting file to see current state.

  • We’ll take it from here so you can have piece of mind and get back to running your business.

  • With clean books and a clear plan, you’ll feel in control of your numbers - without the headaches.

You deserve piece of mind and be confident with your business finances.

Let’s build a plan that gives you that piece of mind, clean books and confidence when making decisions

Book a fee call