Strategic Accounting and Advisory for Home Service and the Trades
If your a home service or trade business doing doing between $250K-$8M a year and don’t fully trust your financials, your not alone. Crews grow. Jobs overlap. Cash moves fast.
Swanson CFO and Bookkeeping we give contractors peice of mind by streamling their accounting back office and taking accounting off their plate.
Building & Managing Accounting Back-Office Operations for Trades
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 home service and trade buisinesses building and managing their backoffice operations, so owners can know their numbers and be confident in making informed decisions.
With over a decade of experience, we understand the challenges that contractors 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.
Meet The Owner
I’m Preston Kidd
I have 9+ years of experience in accounting and finance, working in businesses of all sizes, ranging from small family operated businesses to Fortune 50 enterprises.
While I have experience with a variety of industries, I have a passion for the trades and helping these businesses when they need it the most. This unique combination allows me to not only ensure compliance and accurate books, but also provide the insight that drives business growth.
I started this firm to bring high-level accounting support to contractors and business owners who need more than just accurate books, but a trusted advisor. My goal is to be that partner for you.
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.
Advisory & Operating 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
Land Clearing
Tree Services
Home Service Contractors
Gutter Cleaners
Pressure Washing & Window Cleaners
Remodelers and Restoration
Residential Construction
Getting Stared is Easy.
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We’ll talk through where your books are currently and what support makes sense for you and your business.
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We will do a free assessment of your QuickBooks or Accounting file to see current state.
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We’ll take it from here so you can have piece of mind and get back to running your business.
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With clean books and a clear plan, you’ll feel in control of your numbers - without the headaches.
