Swell Advisors

Swell Advisors specializes in bookkeeping & financial services for social entrepreneurs, B-Corps, non-profits, and brands who are out to use the power of business for good. Our virtual services pave the way for smart business decisions with precise financial statements and reports. We simplify our clients’ workloads and enable them to focus where they truly shine. Whether you’re just starting out or have been operating for many years, we’ll help you grow your business sustainably. Our services include: - Weekly Bookkeeping/Transaction Categorization - Receipt Management - Bank Reconciliation - Financial Statement Preparation and Interpretation - Historical Clean-Up - Accounts Payable/Bill Pay - Accounts Receivable/Invoicing - Quickbooks Setup - Budgeting & Financial Planning - Benchmarking - Consulting/Software Education