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CLIENT ACCOUNTING & ADVISORY SERVICES
SC Client Accounting & Advisory Services

It’s our business to ensure your business is thriving. We get to know the ins and outs of your organization so that we can provide client accounting & advisory services solutions that are just right for you and your unique needs.

Relationships that build confidence

As your business grows, so do your accounting needs. You may go from one account and a few employees to juggling multiple accounts and an ever-growing payroll. That’s where we come in. Our Client Accounting & Advisory Services department provides outsourced accounting services by experienced professionals who handle it for you. From family office accounting to complete year-end reporting, we give you time to focus on the parts of your business that you love the most.

+-Business Accounting Solutions

Ongoing Accounting Services including, but not limited to:

  • Monthly Transactional Accounting
  • Bill Payments
  • Payroll and Payroll Reporting
  • Preparation of Annual 1099/1096 Forms and Annual W-2/W-3 Forms
  • Personal Property Tax Reporting
  • State and Local Revenue Filings
  • Monthly and Quarterly Financial Statements
  • Advise on current business management issues
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+-Family Office Accounting

Ongoing Tax and Advisory Services including but not limited to:

  • Determine and analyze family office’s structure, internal controls, and accounting needs
  • Full charge bookkeeping services
  • Moderate family financial discussions and provide guidance for successive generations
  • Consult on the personal use of business aircraft, including minimizing sales, use, property, and excise taxes
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+-Software Services

Including but not limited to:

  • QuickBooks Online (QBO) software implementation, training and support services with available QuickBooks ProAdvisors
  • Integrated bill payment options utilizing Bill.com
  • Integrated payroll services utilizing Paychex
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Meet Our Client Accounting & Advisory Services Team

Meet Sam

Sam is Chief Executive Officer. He loves to ski and has travelled far and wide to get to the snow.

Meet Craig

Craig is a Principal, Director of Client Accounting & Advisory Services and enjoys traveling, golfing, hiking, and spending time with family.

Meet Judy

Judy is a Client Accounting & Advisory Services Manager.

Let's get in touch

425.629.1990
Puget Sound Business Journal Award Accounting Today 2023 Best Firms to Work For WSPCA Best Firm Award Accounting Today 2023 Best Firms For Women

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"SC has handled our tax returns for over 20 years. We are consistently satisfied. When we have asked about other personal financial concerns, we receive timely, professional advice.”
— Tax Client

"The SC team took the time to listen to my needs, learn about my businesses, and consistently deliver as promised. They even identified, on their own, additional tax savings without my requesting a review of our tax payments.”
— Tax Client

"Every person I’ve worked with at Sweeney Conrad has been very helpful with my questions – and has helped my 5500 audits go smoothly. I would recommend them to any company. Thank you!”
— Audit Client

"Sweeney Conrad has done a great job of managing my very complicated tax work. It has been a real load off of my mind. They work seamlessly with my financial advisors too.”
— Tax Client

"I worked with Sweeney at my former employer for 8 years or so. In my new position – at a new company – I missed their expertise…so I brought them with me!”
— Tax Client