Swanson CFO and Bookkeeping

12/11/2025

With December in full swing, Tax season will be here before you know it.

While we don't offer tax preparation services, we can clean or catch-up your books to make tax season a breeze.

If you have been putting off your bookkeeping or want a second set of eyes to review before sending to your tax preparer, we still have some spots available to clean or catchup your books.

Send us a message or give us a call to get started! On the off chance you call and we aren't able to answer the phone, please send a message or email to the address below, we respond very quickly.

11/21/2025

Come out tomorrow for the Fit For Liberty Expo. We'll be around so if you see us come say hey!

09/15/2025

Running a service business can be a grind. Between juggling jobs, managing people and everything in between, its easy to push the business side to the back burner.

For most businesses big transformations don’t always come from large or complex changes. In fact, it’s the exact opposite. Consistent, simple habits create the most impact.

In this weeks newsletter, I break down 5 easy wins that will actually transform your business.

Comment "Service" and I'll send you the link to this weeks artice.

09/10/2025

Dropped the first edition of the Swanson Service Report today.

This week I shared a simple guide to small business accounting and tips to help you avoid chaos come tax season. Whether you are just starting out or need to get your finances on the right track.

If you want this guide comment “Service” below and I will send it to you.

09/08/2025

Finance pro's love selling complex financial models.

And while those models can help, finanical momentum isn’t built on complexity

It’s built on habits:

- Monthly reviews
- Weekly metrics
- Daily management

That's what truly drives financial momentum.

09/05/2025

Important Upcoming IRS deadlines:

September 15th - Q3 2025 Quarterly estimated taxes due

September 15th - Extended due date for S-Corp and Partnership returns

October 15th - Extended due date for personal returns

09/01/2025

Hard work builds strong businesses, clean books and smart finances keeps them growing. Wishing everyone a Happy Labor Day!

08/27/2025

Big Announcement

I’m launching the Swanson Service Report – a free weekly newsletter packed with accounting and business finance tips for service-based business owners.

Each week, I’ll be sharing practical tips, tools, and the templates we use with our clients to manage growth - things you can use right away. We’ll cover everything from Accounting and QuickBooks tips to cash flow management to budgeting and financing, and more.

So many businesses look at their numbers without truly understanding the story they tell. My goal is to change that – to give you the clarity and confidence needed to make decisions that row your business.

First installment goes out Tuesday 9/9.

Subscribe here 

Weekly newsletter providing Accounting tips and strategies for scaling your buisness and understanding your numbers.

08/26/2025

Think you need a hundred strategies to fix your business?

Nope. Many service business owners overthink it but business growth comes down to three actions:

- Increasing Revenue
- Cutting costs
- Improving cash flow

That’s all it takes. Everything else is just a distraction.

08/25/2025

Remember to review your AR reports weekly. If you’re not doing that now is a great time to start.

08/21/2025

At Swanson CFO, we can serve a wide range of industries - but our specialty is working with home service and blue-collar businesses.

From contractors and electricians to HVAC, plumbing, Tree service and other service-based companies, we understand the unique challenges these businesses face when it comes to managing finances, cash flow, and growth.

We speak your language, and our goal is to take the stress of bookkeeping and accounting off your plate so you can stay focused and get back to running your business.

If you’re in the trades, we’re in your corner.

08/19/2025

Remember: Revenue is vanity...Cash Flow is sanity.