Services

Swanson CFO offers three levels of ongoing monthly services. Pricing varies based on complexity of books and level of transactions

Bookkeeping

Designed for the business who just needs help with their accounting and want piece of mind that they are compliant for tax season.

This package provides the essential monthly accounting support including:

  • Transaction Classification

  • Bank reconciliations

  • Monthly financial statements

  • Year-end financial package ready for tax preparation

Each month you will receive financial statements that include a summary outlining key points of the month’s performance. This package also includes the option to add additional discount services as needed.

Managed Accounting

Perfect for the business that needs more than basic bookkeeping. This package includes everything from the Monthly Bookkeeping plan plus:

  • Bill Pay (Accounts Payable)

  • Invoicing and Invoice Tracking (Accounts Receivable)

  • Payroll Support

  • Sales Tax Filing and Support

  • Upgraded Financial Reports with actionable insights

  • Custom Management Reporting

  • Project Tracking and Reporting

  • Fixed Asset Management

Included with the monthly financial package is a video summary walking you through the month’s performance.

Controllership & Advisory

For the business owner seeking a trusted partner to help grow or scale strategically.

This package includes everything from the Monthly Accounting and Managed Accounting plans plus:

  • Cashflow forecasting and reporting

  • Dashboards

  • Key Performance Indicator (KPI) tracking

  • Annual Budgeting and forecasting

  • Process improvements

Each month you will receive a comprehensive financial package. In addition to the monthly video summary is accompanied with a dedicated meeting to review results, discuss strategic planning, and provide personalized guidance to drive growth and meet business objectives.

Add-On Services

  • Bill Pay (Accounts Payable)

    We enter all of your bills and payments

  • Invoicing (Accounts Receivable)

    We’ll take care of creating, sending, and keeping track of your invoices

  • Payroll Support

    We’ll handle the processing of payroll

  • Custom Reporting & Dashboards

    Custom reporting and dashboards that are easy to understand and provide actionable insights

  • Custom Chart of Accounts Setup

    We will review and cleanup the chart of accounts to ensuring that it is tailored to your business

  • Sales Tax Filing & Support

    We will take care of sales tax filing

  • Timely Email Updates

    Receive updates on the things that matter most to you, delivered straight to your inbox at your preferred frequency. For example, you'll be notified about bank balances, upcoming bills, or customers with overdue balances.

  • Annual 1099 Form Prep and Filing

    We will handle the 1099 process including form prep, filing and distribution to all businesses and independent contractor that meet requirements

Standalone Services

  • Clean-up Bookkeeping

    Are your books a mess? We will get your books accurately and efficiently cleaned up so you are ready for tax time.

  • Catch-up Bookkeeping

    If you are months behind on your books or have done it outside of accounting software, we can help you get caught up using the most up to date accounting software.

  • QuickBooks Online Consulting

    As QuickBooks ProAdvisors, we can assist with the creation to implementation of your QBO account to ensure you are comfortable and confident in utilizing QBO for your business.

  • Business Review and Assessment

    Want to how your business is doing? Let us perform a thorough review to assess and identify pain point areas and help determine potential solutions.

    This includes: Thorough review of current bookkeeping, in-depth meeting discussing existing processes and pain points. Once completed we will provide written follow-up guidance with detailed potential solutions.

  • Third Party Software Integrations and Consulting

    We will work with you to determine which accounting software and tool are best suited for your business.

    For businesses in certain industries, we also provide software consulting and implementations for field service software such as Jobber.

Work with us