Whatever stage your business is at there is a Swell level to suit

Combining intelligent software with real human consultancy Swell is designed to transform your financial data into insights designed to grow your business faster.

Plan for the future using more than just your gut instinct.  ALL Swell plans include Set Up, Training and Monthly Consulting Insights.

 

For New Businesses Just Getting their Feet Wet

Know how you’re tracking and build your financial knowledge of your business.

Our introductory level is all about gaining business knowledge and know-how so you can run your business with confidence and clarity.

For Riding out the Challenges of a Growing Business

Forecast what’s next and identify the resource requirements to get there.

Seeing Growth and Expansion is great, but it brings it’s own set of challenges too.  This level is for businesses that want to forecast and plan their next growth move.

For Booming businesses and keeping your head above the water

VCFO Lite – for business owners who need to delegate to reclaim time but also want to keep on top of the numbers and key business information

High Growth Business often means a time-poor founder.  This level helps you keep your eyes on the important parts of your business whilst delegating tasks to others.

Frequently Asked Questions

Before you make any decision to sign up, we have an obligation free consult to discuss suitability to your business needs.  

How do I get started?

If this service interests you, please use the links on this page to book an obligation-free discovery call.

What accounting program can I use?

Right now we’re working exclusively with businesses using Xero as their bookkeeping / accounting program.

If you currently use MYOB or QBO please feel free to contact us as we will later be expanding this service to those software and will be looking for Beta testers.

I'm not good at online programs, do I need to format or build anything on my own?

There is no need to be an online whizz to use Swell.  We build your dashboard from your bookkeeping file information, so as long as that’s nice and tidy Swell will work for you.  You will then receive login details to your dashboard which can be accessed from any web browser and apdates automatically each night from your data file.  

We will also step you through 4 training calls to make sure you’re comfortable with accessing and understanding the dashboard.

What happens in the Discovery Call?

When you book your call, you’ll be prompted to supply some basic information about your business.

On our call, we’ll discuss your business and what you’re wanting to achieve to determine if we think we can be of assistance.

I don't understand financial data, will I understand this?

Our Swell program is built specifically for you!  There’s no need to have completed accounting or bookkeeping training.  Through our dashboard process we will show you your financial data in a visual format (think charts and graphs) and each month we will send you our insights into what these charts all mean as well as some suggested steps you can take to progress your business further.

What countries do you support?

We’re currently offering this service to Australian based businesses.

We may expand to those located outside of Australia at a later time.

Ready To Get Started?

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