Timely and accurate financial reporting is key to the overall health of your business. As a business owner, you may not have the proper time to dedicate to this essential task. Our expert staff delivers sound financial data, along with the critical analysis needed to keep your business on track and moving forward. We can provide reviewed and compiled financial statements including bank reconciliations, balance sheet, operating statements, and general ledger examination. We also handle your payroll processing and tax filings.
And with the latest technology in place, we can deliver our accounting services through secure client portals. You will have 24/7 online access to your information, so you know your financial status anytime, anywhere. As an added benefit, our team will work closely with you offering insightful business coaching to ensure your financial needs are being addressed and your goals are achieved.
|Standard Package||Complete Package||Proactive Lite|
|Monthly Bookkeeping / Accounting|
|Reconcile bank accounts||✓||✓||—|
|Reconcile Credit Card Accounts||✓||✓||—|
|Sales Tax Filings & Payment||✓||✓||—|
|Provide Comparative Reports||✓||✓||—|
|Annual Personal Property Filing||✓||✓||—|
|Process bills and vendor payments||—||✓||—|
|Process expense reports||—||✓||—|
|Prepare 1099s for contractors||—||✓||—|
|Provide digital access to paid bills||—||✓||—|
|Business and Personal Tax Preparation||✓||✓||✓|
|Tax Planning and Strategy||✓||✓||✓|
|Audit Protection Package||✓||✓||✓|
|Coaching / Business Support|
|Review and provide feedback on monthly results||✓||✓||—|
|Unlimited Phone Call Access||✓||✓||✓|
|Review of Retirement Plan||✓||✓||—|
|Financial / Accounting Education||✓||✓||✓|
|Prepare & File Payroll Tax Returns||✓||✓||—|
|Pay All Payroll Taxes||✓||✓||—|
|Provide Online Access to Pay Records||✓||✓||—|
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
"Swick and Associates came to our rescue on behalf of troubled client back in 2008. They provided immediate services that took our client out of a very precarious position and we’ve been grateful ever since. As a result..."
"We have been a client for almost 10 years. We have enjoyed a great relationship with Swick & Associates. I absolutely love working with their team. They are responsive, professional..."
"Eric and his staff have become my 'go-to-people' in regard to keeping my corporation and personal investments in compliance with city, state, and federal taxing authorities. They are very knowledgeable, up-to-date, ..."
"With the approach of the holidays and the 2019 filing season, the Internal Revenue Service, state tax agencies and the nation’s tax industry warned people to be on the lookout following a surge of new, sophisticated email phishing scams."
IRS sees surge in email phishing scams; Summit Partners urge taxpayers: ‘Don’t Take the...
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Most people still believe that estate planning is all about tax planning. Since the tax law now exempts most estates, they think they don’t really need an estate plan. But they do, and many people need an estate plan more than ever.
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