Why Swell?

You’re on a mission to use the power of business for good. As a natural innovator and entrepreneur, working for a purpose is what gets you out of bed in the morning.

And even though you hit the ground running, it’s become overwhelming to stay true to your vision while managing your day-to-day operations.

Striking that balance is tough, right?  

Our financial services evolved out of this specific need.  In our experience, the people who dream big are often bogged down by the nitty-gritty work that underpins their ideas. 

Like, say… bookkeeping.

And after 10+ years of seeing this reality in the businesses we managed, we set out to create a specialized service for businesses that are responsible, purpose-driven, and striving to make a positive impact.

By handling your books, we take the weight off you, so you can focus where you truly shine. Our bookkeeping services instill confidence and ensure that the financial foundation of your business is stable and clear.

We specialize in social entrepreneurs, B Corps, nonprofits, and brands that champion the environment.

The fact is, qualities like vision and creativity don’t always come bundled with the desire to crunch numbers and handle financial planning. And that is just fine by us - we exist to empower individuals and brands we deeply admire by amplifying their success with our organized minds.