S W I F T

Stress-Free Bookkeeping

I maintain meticulous, tax-ready books and deliver clear, accurate monthly reports.My specialty is handling the daily headaches of your bookkeeping so you can hand off a big chunk of your office work, get a ton of time back, and run your business with precision and clarity.

• Simple, Fixed Pricing

Your Pocket-Sized Back Office

Say goodbye to the dreaded tax-season shoebox. Swift leverages secure, phone-friendly cloud tools like QuickBooks Online, Dext, and MileIQ so you can manage your entire financial administrative footprint in seconds while on the go.

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Your Financial Bodyguard

For over two decades, I've operated in spaces where pristine organization meets high-stakes financial management. I didn't just learn bookkeeping from a textbook—I mastered it in the trenches of global corporate headquarters, high-net-worth family offices, and as an independent business owner myself.Whether I was running $300,000 in monthly accounts payable, executing a 30-year forensic accounting audit on an $18M estate, or building a provenance and valuation tracking system from scratch for a $300M contemporary art collection, I have a proven track record that no financial detail is too complex to organize.

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Transparent, Easy Pricing

Swift's monthly bookkeeping packages keep you organized and on top of your finances with monitoring and management of your Quickbooks, categorization of transactions, reconcilliation of accounts and the "Big 3" reports, delivered to you each month.

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Meet Kitty Bateman: Your Partner for Clear, Stress-Free Growth

I bring more than 25 years of hands-on experience in the trenches of business management, corporate finance, small business operations, and entrepreneurial strategy to your team.Here is how my journey directly serves your business.

🛠️ Entrepreneurial Grit & Seamless Operations

I have successfully built and managed my own small businesses, from a high-end landscape design firm to a specialized copywriting agency. I’ve written and executed business and marketing strategies, pitched and sold projects, and run field crews while working right alongside them. From managing inventory to keeping the books for local nonprofits, I specialize in building clean, efficient workflows.What this means for you:🗣️ I speak fluent "small business."🔭.I provide proactive oversight. I can spot financial red flags and anticipate financial needs before they become issues.💨 I can help you eliminate overwhelming manual processes with easy, modern apps. I take the chaos out of receipt management and document sorting by integrating best-in-class tools like QuickBooks Online and Dext.

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High-Stakes Financial Accuracy & Unwavering Trust

My past roles include assisting corporate financial executives managing 100 companies worldwide, executing a meticulous 30-year forensic accounting audit on an $18M estate, and tracing the provenance and subsequent sales for a $300M contemporary art collection. I have directly managed accounts receivable averaging $300,000 a month and have engineered complex margin analysis formulas for over 3,000 inventory products.What this means for you:🔬 Audit-level precision. Whether your business model is beautifully simple or scaling fast, your financials will be handled with meticulous care.🔒 Absolute confidentiality. I have an established reputation for complete professionalism, discretion, and trustworthiness in highly sensitive positions.🧩 Advanced problem-solving. If your business requires cleanups, historical back-work, or complex financial tracking, I can handle those projects with ease.

Down-to-Earth Coaching & Clarity

In addition to my professional financial background, I’m a lifelong athlete and coach. I’m an active part of our local Moore County equestrian community and have been teaching people to ride since I was 14 years old. I’m also a professional figure skating coach, focused on starting children and adults on the ice, eliminating fear, and developing solid foundations.What this means for you:🧊 No confusing "accounting-speak": I’m highly skilled at breaking down complex financial concepts into simple, digestible steps that make sense to non-accountants.🤝I’m an active listener: I know how to ask the right questions, read unique situations, and offer highly effective, actionable solutions tailored to your specific goals.

Pricing for Monthly Bookkeeping

Pricing for Monthly Bookkeeping is based on the average number of monthly transactions.Each package includes transaction categorization, account reconciliation and monthly reporting.An additional $500 Onboarding Fee when you begin your service provides your setup in Quickbooks, Dext, MileIQ, creates your backend admin materials, and includes a one-hour call to connect accounts, train on apps and answer any questions you may have.

Pricing for Special Projects

These one-time projects are billed at $100/hr.Account catch-up gets prior months of transactions entered into Quickbooks, categorized, reconciled and included in monthly reporting.Account Clean-up address past problems with your accounts to become compliant, balanced and reconciled.Accounts Receivable & Payable hand it over to a pro for streamlined workflows, effective collections and on-time payments.Need something else? Contact me to discuss.

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Effortless Receipt Management with Dext

Goodbye Shoebox, Hello Dext!Dext is our magic tool for capturing and storing your business receipts. It ensures that every single dollar you spend is fully documented, tax-compliant, and audit-proof for Uncle Sam.🚀 How to Get Started1. Open the App Store or Google Play Store on your smartphone and download the free Dext app.
2. Log in using the custom credentials sent directly to your email.
3. The next time you buy business supplies or pay for a business lunch, open the app and snap a clear photo of the receipt.💡 The Swift Rule of ThumbOnce the green checkmark flashes confirming the photo was uploaded, you can physically throw the paper receipt in the trash! Dext automatically reads the vendor, date, and tax amount, and sends it straight to my ledger. Try to snap your receipts as you go so your books stay beautifully up-to-date!

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Easy Mileage Tracking with MileIQ

Drive, Log, and SaveVehicle mileage is one of the most overlooked tax deductions for small business owners. MileIQ completely eliminates the headache of maintaining a messy, manual paper logbook by doing all the tracking for you automatically.🚀 How to Get Started1. Download the MileIQ app onto your smartphone and log in with your account details.
2. Ensure your phone's location services are set to "Always Allow" for the app.
3. Leave the app running quietly in the background—it will use your GPS to automatically log every single drive you take.💡 The Swift Rule of ThumbOnce or twice a week (maybe on your Friday afternoon wind-down), open the app and look at your unclassified drives. Simply swipe right for business drives, or swipe left for personal drives. That’s it! The app compiles everything into a flawless tax report that I will pull for you at year-end.

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