Your business has outgrown bookkeeping. Mindy builds the finance function it needs next.
Swank CPA combines Fortune 100 financial discipline with hands-on small-business insight — delivering clean books, stronger systems, meaningful reporting, proactive tax strategy, and part-time CFO guidance without the overhead of an internal department.
Where is your financial operation breaking down?
Pick anything that resonates. We'll point you toward the relationship that fits, not a package we're trying to sell.
Select one or more concerns and we'll surface the relationship best suited to what you described.
Financial Reset
Cleanup, reconciliation, corrected categorization, chart-of-accounts review, tax readiness.
The Accounting Department
Monthly bookkeeping, payroll support, AP, AR, financial statements, cash flow, tax planning and prep.
Finance Leadership
Budgets vs. actuals, forecasting, pricing, cash-flow planning, part-time CFO guidance.
Fortune 100 discipline.
Small-business reality.
Mindy brings both.
Mindy founded Swank CPA to give owner-led businesses the kind of finance function usually reserved for companies ten times their size — without the overhead, the politics, or the jargon.
Transactions are noise. Decisions are the point.
Click each layer to see what Swank CPA contributes as raw activity becomes clean books, reliable reports, honest interpretation, and — finally — better decisions.
Clean Books
Every transaction placed in the right account, tied out to statements, corrected where it's wrong. This is the foundation of everything above it.
What a real outsourced accounting relationship actually feels like.
Statements, receipts, and payroll data flow into the encrypted portal — no email attachments.
Bank, card, and merchant accounts reconciled. Transaction categorization reviewed line by line.
Payroll processed on cadence. Bills scheduled. Customer invoices sent and applied against payments.
Accruals booked, intercompany cleaned up, prior period tied out. Books locked for the month.
P&L, balance sheet, cash flow, and a plain-English summary of what changed and why.
A 30–45 minute working conversation. Not a status meeting — decisions, tradeoffs, next steps.
- Day 1–3Secure intake
Statements, receipts, and payroll data flow into the encrypted portal — no email attachments.
- Day 4–8Reconciliation
Bank, card, and merchant accounts reconciled. Transaction categorization reviewed line by line.
- Day 8–15Payroll · AP · AR
Payroll processed on cadence. Bills scheduled. Customer invoices sent and applied against payments.
- Day 20–25Monthly close
Accruals booked, intercompany cleaned up, prior period tied out. Books locked for the month.
- Day 25–28Reporting
P&L, balance sheet, cash flow, and a plain-English summary of what changed and why.
- Day 28–30Advisory
A 30–45 minute working conversation. Not a status meeting — decisions, tradeoffs, next steps.
Cadence shown is illustrative. Actual scope and calendar are set with Mindy.
We're a fit when the operational reality is what makes the numbers hard.
We don't publish a long generic industry list. Below are sectors where the workflows, reporting needs, and pressure points are ones we understand from the inside.
Job costing, retention, WIP, subcontractor 1099s.
Practice-level KPIs, provider comp, supply COGS.
Trust accounting hygiene, unit-level reporting.
Seasonality, inventory, equipment depreciation.
Utilization, WIP, billable vs. non-billable.
Third-party AR aging, denial patterns.
Project revenue timing, warranty reserves.
Fixed-price vs. T&M mix, crew profitability.
"Best decision I have made as a new business owner was to switch to Swank Accounting. She did more for my business in 1 week than my prior CPA had done in the last 6 months. Attention to detail. Listening. Action. Education. As a small business owner it was amazing to find an accountant who cared about my business. Highly recommend!!"
"Swank CPA is a great value and indispensable service. Mindy is bright, fast, responsive, and always willing to go the extra mile. And she offers payroll, accounting, and bookkeeping services. Truly an all-in-one for the financial health of your business."
Encrypted document exchange and e-signature.
Live books, live conversations, no version chasing.
Secure payments — cards or ACH, receipts issued automatically.
Book working conversations without email tag.
See what your finance function is missing.
A short, structured intake — then a working conversation with Mindy. No sales scripts, no pressure, no assumption that we're the right fit until we both agree we are.