Updated:
← Back to Top 54 Bookkeepers Elsewhere in Texas (2026)Swift Financial
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Swift Financial | home page | |
| Website | https://www.swiftwaco.com/ | home page | |
| Office locality | Waco, TX | home page | |
| Phone | +12543076890 | home page | |
| Offers bookkeeping | Documented: Swift Financial Services | Your Bookkeeping Partner in Waco, Texas top of page Accurate Books. Clear Financials. Better Business.... | home page | |
| AP / AR | Documented: ...[email protected] Project Accountant Julie Hill 254.307.6893 [email protected] Accounts Payable Brady Gilstrap 254.307.6894 [email protected] Staff Accountant Amanda Taylor... | /about | 4 pts (max 4) |
| Payroll coordination | Documented: ...and support to establish effective financial systems from the start. LEARN MORE Payroll Services Timely, accurate, and fully compliant payroll management. We handle the... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Financial Reporting: Make informed decisions with our in-depth financial reports. From balance sheets and income statements to cash flow analyses, we provide clear, comprehensive... | /bookkeeping-services | 6 pts (max 6) |
| Software supported | QuickBooks | /copy-of-client-resources | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /copy-of-client-resources | 3 pts (max 3) |
| What is included / excluded | Documented: ...insights for growth and sustainability. Our Comprehensive Controller Services Include: Financial Reporting & Analysis: We provide in-depth monthly, quarterly, and annual... | /controller-services | 5 pts (max 5) |
| Communication channel / process | Documented: ...& Accounting Tax Compliance Payroll Invoicing QuickBooks Financial Software Support Client Portal Security Working with Us What services does Swift Financial Services offer? Swift... | /copy-of-client-resources | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 8, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Swift Financial' in Waco, TX on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not verified. Searched Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) for 'Swift Financial' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Swift Financial's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.