Clean monthly books with controller-level review — so you always know exactly where your business stands.
Accurate, reconciled, CPA-ready financials — without you touching QuickBooks.
We help HVAC and home service business owners keep their books accurate, up to date, and ready for tax time.
Clean, up-to-date QuickBooks bookkeeping each month
Bank and credit card reconciliations
Monthly financial reports (P&L + balance sheet)
Job costing so you know which jobs actually make money
Setup, cleanup, and ongoing CPS coordination
No payroll filing. No tax prep. Just clean monthly books.
We work with small U.S.-based HVAC and service businesses that want reliable bookkeeping without managing it themselves.If your books are behind, unclear, or taking too much of your time — we can help.
1. We review your current bookkeeping setup
2. We get QuickBooks set up correctly (if needed)
3. We handle monthly bookkeeping going forward
4. You receive clear, consistent financial reports each monthSimple and predictable.
Swanson Bookkeeping LLC is run by a U.S.-based operator with an MBA and over 10 years of experience working cross-functionally with finance, operations, and external partners.Our focus is on accuracy, clarity, and consistency, so business owners can make decisions with confidence and avoid year-end surprises.
If you’d like to see if we’re a good fit, reach out:Work Phone: 714-419-4880
Cell Phone: 224-402-8599Email: [email protected]
© 2026 Swanson Bookkeeping LLC
Westminster, CA
City of Westminster Business License #BL-05147963
