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Frequently Asked Questions (FAQ) | Swift Financial Services
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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.
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Do you offer virtual bookkeeping services?Yes! We provide cloud-based bookkeeping so you can access your financials from anywhere.
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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.
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What is the difference between bookkeeping and accounting?Bookkeeping involves recording daily financial transactions, while accounting focuses on interpreting, analyzing, and reporting financial data.
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How often do you update my books?We offer weekly, bi-weekly, and monthly updates, depending on your needs.
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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
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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.
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What business expenses can I deduct?Common tax-deductible expenses include rent, utilities, payroll, software subscriptions, travel, and office supplies.
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How do I track my expenses for tax purposes?Using accounting software, saving receipts, and categorizing expenses properly ensures compliance and maximizes deductions.
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Do you handle payroll processing?Yes, we manage payroll setup, tax withholdings, direct deposits, and compliance reporting.
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How can I send invoices to clients?We provide invoice templates and recommend using QuickBooks, Wave, or ServiceTitan for automated invoicing.
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What’s the best way to track unpaid invoices?Using an accounts receivable report helps track unpaid invoices and follow up with clients.
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Do you provide QuickBooks setup and training?Yes! We offer QuickBooks setup, optimization, and training to help you manage finances more efficiently.
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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.
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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.
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How do I securely send my financial documents?Use our secure client portal or upload them via Google Drive or Dropbox.
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Is my financial data safe with you?Absolutely! We use encrypted, cloud-based storage and follow strict confidentiality policies.
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How much do your services cost?Our pricing is customized based on your business size and needs.
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Do you offer one-time clean-up services?Yes, we offer catch-up bookkeeping services to get your financials back on track.
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Can I cancel my service anytime?Yes, we offer flexible, no-contract services to fit your business needs.
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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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