About
We are results-oriented accountants that are also QuickBooks Certified experts. We leverage accounting data to enhance business efficiency and profitability using our expertise in streamlining accounting processes, financial reporting, payroll, tax, and more.
We love helping small business owners have the data they need at their fingertips to make smart decisions, be more profitable, and grow their business.
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Kelly Anne A.
Frequently asked questions
What is your typical process for working with a new customer?
For new tax clients, we provide access to an online portal. Here clients can securely upload their last filed return and supporting documents for the return they need prepared.
For clients new to our bookkeeping, accounting, or consulting services our first step is to listen and learn about your business and current processes. We really focus on what your accounting pain points are: areas where you feel you lack information or where something takes up too much of your time. We then offer solutions to increase your success in business and make accounting a breeze.
What education and/or training do you have that relates to your work?
All tax preparers are either a CPA and/or an Enrolled Agent.
Do you have a standard pricing system for your services? If so, please share the details here.
We offer both hourly rates and custom flat-rate packages to our clients.
Tax returns start at a base price of $229+ for individuals and $360 for partnerships and S Corps. Tax consulting is billed hourly. (Prices updated 2022).
Bookkeeping, consulting, and accounting work is billed hourly. We also offer clients 3 packages that have fixed fees associated with them. You can choose from our Level 1 Bookkeeping Package, Level 2 Accounting Package, or Level 3 CFO Package.
How did you get started in this business?
In 2017, Szweda started working with his own clients on the side while also working a full-time job. Szweda's client base continued to grow so in July 2019 Szweda resigned from his full-time job and began running Szweda Consulting, LLC full-time.
What types of customers have you worked with?
We work with all individuals on tax matters. We also work with nonprofits and small businesses. We serve a wide range of business clients from professional service businesses (attorneys, marketing firms, graphic design firms, consultants, etc), to the hospitality industry (coffee shops, bars, restaurants, bakeries, etc), to contractors and the construction industry (landscapers, roofing companies, pest control providers, etc).
What questions should customers think through before talking to pros about their needs?
We like to focus on the big picture instead of tasks. Yes of course we will reconcile your bank statement and complete your tax return. These and other Level 1 Services are necessary before higher-level services can be provided. But we like to go into new engagements thinking of the larger value and benefit that we can provide for you.