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Frequently Asked Questions (FAQ) | Swift Financial Services

  • What services does Swift Financial Services offer?
    Swift Financial Services specializes in bookkeeping, financial statement preparation, payroll processing, tax preparation support, QuickBooks assistance, and business financial consulting.
  • Do you offer virtual bookkeeping services?
    Yes! We provide cloud-based bookkeeping so you can access your financials from anywhere.
  • How do I get started with your bookkeeping services?
    Simply book a consultation, and we’ll discuss your business needs and the best plan for you.
  • What is the difference between bookkeeping and accounting?
    Bookkeeping involves recording daily financial transactions, while accounting focuses on interpreting, analyzing, and reporting financial data.
  • How often do you update my books?
    We offer weekly, bi-weekly, and monthly updates, depending on your needs.
  • Can I do my own bookkeeping, or should I hire a professional?
    While DIY bookkeeping is possible, hiring a professional saves time, ensures accuracy, and helps you avoid costly mistakes
  • Do you prepare and file taxes?
    We provide tax-ready financials and work with CPAs to assist with tax preparation. However, we don’t directly file taxes.
  • What business expenses can I deduct?
    Common tax-deductible expenses include rent, utilities, payroll, software subscriptions, travel, and office supplies.
  • How do I track my expenses for tax purposes?
    Using accounting software, saving receipts, and categorizing expenses properly ensures compliance and maximizes deductions.
  • Do you handle payroll processing?
    Yes, we manage payroll setup, tax withholdings, direct deposits, and compliance reporting.
  • How can I send invoices to clients?
    We provide invoice templates and recommend using QuickBooks, Wave, or ServiceTitan for automated invoicing.
  • What’s the best way to track unpaid invoices?
    Using an accounts receivable report helps track unpaid invoices and follow up with clients.
  • Do you provide QuickBooks setup and training?
    Yes! We offer QuickBooks setup, optimization, and training to help you manage finances more efficiently.
  • How do I reconcile my accounts in QuickBooks?
    Check out our step-by-step reconciliation guide or book a session with us for hands-on help.
  • What should I do if my QuickBooks balances don’t match my bank statement?
    Errors may come from missing transactions, duplicates, or incorrect categorization. Contact us for a review.
  • How do I securely send my financial documents?
    Use our secure client portal or upload them via Google Drive or Dropbox.
  • Is my financial data safe with you?
    Absolutely! We use encrypted, cloud-based storage and follow strict confidentiality policies.
  • How much do your services cost?
    Our pricing is customized based on your business size and needs.
  • Do you offer one-time clean-up services?
    Yes, we offer catch-up bookkeeping services to get your financials back on track.
  • Can I cancel my service anytime?
    Yes, we offer flexible, no-contract services to fit your business needs.
  • What’s the best way to contact Swift Financial Services?
    📧 Email: collin@swiftwaco.com 📞 Phone: (254) 307-6891 📍 Office Hours: Mon - Fri, 8AM - 5 PM
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