Business owners
Keep your books current, tax-ready, and useful for the decisions ahead.
- Monthly bookkeeping
- Catch-up and clean-up
- Financial reporting
- QuickBooks setup and projects
- Tax support within the agreed engagement
Accounting support for growing U.S. businesses and accounting partners
Know what your business is earning, keeping, and ready to do next.
Tax-ready bookkeeping and reliable accounting support for growing U.S. businesses, with flexible overflow and white-label delivery for accounting firms, staffing partners, and other strategic partners.
Primarily supporting owner-led service businesses earning approximately $250,000 to $500,000 annually. Other industries and business stages may be considered based on the scope.
Start with a focused 30-minute conversation. No commitment required.
Trusted by clients and partners
Aesthetic & Wellness Clinic
Staffly
Academic Buddies Ni Juan
The Hangout Co-working Space
Confidential client
Confidential partner
Practical experience backed by education and senior support
Education, experience, and accountability behind the delivery.
How can we support you
Choose the kind of accounting support you need.
Accounting and strategic partners
Add reliable accounting capacity without making the client relationship depend on a single placement.
- Overflow bookkeeping and clean-up
- White-label accounting delivery
- Tax workflow support
- Documented processes and client queries
- Primary contact with trained continuity
Start with the work in front of you
Start with the work that needs attention.
Books are behind
Prior periods need reconciliation before reporting or tax work can move forward.
Records are current but unclear
Reports exist, but owners need help seeing what requires attention next.
The firm needs additional capacity
Growing client work or approaching deadlines call for dependable delivery support.
The workflow depends on one person
Knowledge, communication, and follow-up need documented processes and trained continuity.
For accounting firms and strategic partners
A managed accounting team behind one accountable contact.
Katy leads the relationship while accounting professionals support bookkeeping, tax preparation, reporting, documentation, and senior review within the agreed scope.
One accountable relationship
Katy coordinates communication and follow-through.
Team-backed delivery
CPA-led professionals support your bookkeeping, tax accounting, documentation, and senior review while clearly explaining the work, findings, and next steps so you understand what is being done and why.
Scope before paid work
Responsibilities, timing, review, communication, and fees are confirmed before work begins.
Not every team member is listed; people, responsibilities, and review structure are introduced during onboarding.
Selected experience
Work and feedback, shared with care.
Public sessions and verified feedback summaries. Client details remain private.
Verified feedback summary
Reviewer confirmed clean work passed first review, with supporting files in place.
Source message retained privately.
Anonymous feedback
Clean work, first-pass review
Anonymous accounting-firm feedback — identity withheld under NDA.
Live webinar
A Beginner's Guide to US Accounting: Taxation Glimpse
Free webinar hosted by Miss Katy in December 2025 introducing U.S. accounting and taxation.
Live session hosted publicly by SWA. Attendee names, photos, and meeting details are withheld.
Verified feedback summary
Katy identified a future delay, proposed a fix, and her checklist became the standard.
Source message retained privately.
Anonymous feedback
Initiative adopted as the standard
Anonymous accounting-firm feedback — identity withheld under NDA.
Live webinar
How to Become a US Bookkeeper and US Tax Accountant
Free Scale With Katy webinar with invited CPA speakers, March 2025.
Live session hosted publicly by SWA. Attendee names, photos, and meeting details are withheld.
A clear way to begin
From the first conversation to organized delivery.
- 01
Start with a focused conversation
Discuss books or delivery needs, priorities, and fit.
- 02
Define the right scope
Confirm responsibilities, records, timing, review, and communication.
- 03
Review the recommendation
Receive scope and fees before commitment.
- 04
Begin with organized onboarding
Confirm access, responsibilities, deadlines, contacts, and priorities.
Questions owners and partners ask
Clear answers before you begin.
What size of business does SWA typically support?
We primarily support growing U.S. businesses earning approximately $250,000 to $500,000 annually; other businesses may fit when scope aligns with our capabilities.
Do you work directly with accounting and tax firms?
Yes. We offer overflow and white-label support for firms needing bookkeeping, clean-up, tax workflow, or accounting operations capacity.
What is managed accounting capacity?
It gives one responsible contact, coordinated support, documented responsibilities, and an established review process.
Is the initial call free?
Yes. The free initial 30-minute conversation helps assess fit. Detailed clean-up, diagnostic, tax, or advisory work may require a paid scope.
Do you provide tax returns?
Tax preparation support and return services may be included depending on the return type, jurisdiction, records, professional responsibilities, and availability of the appropriate tax professional.
How do you protect confidential financial information?
Onboarding defines access, document exchange, responsibilities, confidentiality, and communication. Keep confidential accounting records out of the public form.