Swank CPA

Boutique Bookkeeping, Tax Strategy & Part-Time CFO Services for Small Businesses

Certified public accountant (show on map)

5.0

★★★★★

16 reviews

Fully digital, paperless accounting firm specializing in bookkeeping, tax strategy, and part-time CFO services for small businesses.

Call (360) 633-2245

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About

At Swank CPA, we redefine the accounting experience by combining Fortune 100 corporate finance expertise with hands-on family-owned business management. We are a fully digital, paperless firm using modern cloud-based technology, secure mobile apps, and virtual accounting tools so clients can access financials, sign documents, and communicate from anywhere.

Our licensed CPA delivers tailored financial solutions including client accounting services, bookkeeping & compliance, tax preparation & planning, QuickBooks cleanup, invoicing & bill pay, and strategic business planning. With over 20 years of experience across a wide range of industries, we act as a complete accounting department for small businesses, entrepreneurs, and growing brands in Oregon, Washington, and Illinois.

Fully digital, paperless accounting firm

Combines Fortune 100 corporate insight with small business hands-on experience

Casual, approachable, human-centered approach—no stiff suits

Cloud-based technology with mobile apps and virtual tools

QuickBooks Advanced ProAdvisor expertise

Licensed in Oregon, Washington, and Illinois

Services

Client Accounting Services

Full-service outsourced accounting acting as your complete accounting department—daily transaction entries, bill payments, customer invoicing, and financial statement preparation.

Daily transaction entries Bill payments Customer invoicing Financial statement preparation Proactive oversight

Bookkeeping & Compliance Support

Meticulous bookkeeping and compliance services ensuring accurate, organized, and audit-ready financial records with transaction tracking and account reconciliations.

Transaction tracking Account reconciliations Audit-ready records Ongoing compliance Financial clarity

Tax Preparation & Planning

Strategic tax planning and preparation tailored to business goals, optimizing deductions, minimizing liabilities, and staying ahead of deadlines.

Deduction optimization Liability minimization Deadline management Proactive tax planning CPA-led preparation

QuickBooks Cleanup

Expert QuickBooks cleanup by an Advanced ProAdvisor to correct errors, reconcile accounts, and bring disorganized books current and accurate.

Error correction Account reconciliation Books brought current Reliable financial foundation Stress-free tax prep

Invoicing & Bill Pay Services

Streamlined invoicing and bill payment management including automated invoicing, accounts payable oversight, cash flow monitoring, and vendor communication support.

Custom invoice setup & branding Automated invoicing systems Accounts payable oversight Cash flow monitoring Payment authorization controls

Strategic Business Planning

Expert financial consultation and practical guidance tailored to business goals, whether expanding operations or improving a struggling business model.

Financial consultation Strategic insight Practical solutions 20+ years industry experience Virtual accessibility

Credentials & Certifications

Licensed CPA - Oregon

Licensed CPA - Washington

Licensed CPA - Illinois

Certified Fraud Examiner (CFE)

QuickBooks Advanced ProAdvisor

Reviews

Rating

★★★★★

Reviews

"And.. she offers payroll, accounting, and bookkeeping services."

Frequently Asked Questions

What services does Swank CPA offer? +

Swank CPA offers client accounting services, bookkeeping & compliance, tax preparation & planning, QuickBooks cleanup, invoicing & bill pay, financial reporting, and strategic business planning.

Is Swank CPA a fully digital firm? +

Yes, Swank CPA is a fully digital, paperless accounting firm using cloud-based technology, secure mobile apps, and virtual accounting tools for remote access.

Where is Swank CPA licensed? +

Swank CPA is licensed in Oregon (#16859), Washington (#54869), and Illinois.

What industries does Swank CPA serve? +

Swank CPA serves a wide range of industries and business types, including small businesses, entrepreneurs, nonprofits, and growing brands across Oregon, Washington, and Illinois.

Does Swank CPA offer QuickBooks cleanup services? +

Yes, Mindy Swank is a QuickBooks Advanced ProAdvisor who provides expert cleanup services to correct errors, reconcile accounts, and bring books current.

What makes Swank CPA different from traditional accountants? +

Swank CPA combines Fortune 100 corporate accounting insight with hands-on family-owned business experience, uses fully digital paperless workflows, and offers a casual, approachable, human-centered approach without suits and jargon.

Does Swank CPA offer part-time CFO services? +

Yes, Swank CPA offers part-time CFO support as part of their outsourced accounting solutions for small businesses.

How can clients collaborate with Swank CPA? +

Clients can use the secure CCH Client Collaboration Portal for document sharing, project tracking, messaging, and real-time updates, accessible via web or mobile app.