Monthly Service Packages

At Swanson CFO we offer three levels of monthly service packages. Pricing varies based on complexity of books and level of transactions

Core 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:

Weekly Transaction Processing
Monthly Reconciliations for all accounts
Monthly Financial Statement Preparation
Annual 1099 processing
Year-end financial package ready for tax preparation
Monthly Recap Email
Unlimited Email Support Mon-Fri

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:

Job Costing
Visual Financial Reports with actionable insights
Customized Management Reporting
Implement the latest Accounting Software
Video Walkthrough of Financial Performance
Payroll Support
Bill Pay
Accounts Receivable 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 Management and Reporting

Key Performance Indicator (KPI) tracking
Annual Budgeting and forecasting
Implement the latest Accounting Software

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.

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.