Our Services

Our Services

Our Services

Outsource financial services with confidence through Swivel Finance, your trusted partner delivering expert outsourced financial and accountancy solutions that save you time, reduce costs, and ensure compliance. We support reputed financial firms and growing businesses with flexible, high-quality services tailored to meet the demands of today’s fast-paced market. Whether you need help with tax planning, payroll, or bookkeeping, or you’re looking to extend your internal team with experienced professionals, our outsourcing models offer the agility and assurance you need.

Outsource financial services with confidence through Swivel Finance, your trusted partner delivering expert outsourced financial and accountancy solutions that save you time, reduce costs, and ensure compliance. We support reputed financial firms and growing businesses with flexible, high-quality services tailored to meet the demands of today’s fast-paced market. Whether you need help with tax planning, payroll, or bookkeeping, or you’re looking to extend your internal team with experienced professionals, our outsourcing models offer the agility and assurance you need.

Outsource financial services with confidence through Swivel Finance, your trusted partner delivering expert outsourced financial and accountancy solutions that save you time, reduce costs, and ensure compliance. We support reputed financial firms and growing businesses with flexible, high-quality services tailored to meet the demands of today’s fast-paced market. Whether you need help with tax planning, payroll, or bookkeeping, or you’re looking to extend your internal team with experienced professionals, our outsourcing models offer the agility and assurance you need.

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How Swivel Finance Can Help You

We offer a wide range of outsourced tax services tailored to both accounting agencies and direct clients. Whether you need a dedicated Australian tax specialist or a seamless extension of your accounting team, our seasoned professionals ensure your business stays ahead of complex tax obligations.

5+

- Years in Business -

100+

- Expert Resources -

20+

- Industries Covered -

Why Outsource with Swivel Finance?

We help financial firms and business owners streamline operations, save on costs, and ensure compliance — all with zero compromise on quality. Swivel Finance offers two flexible outsourcing models:

Augmented Model

With our Augmented Model, you gain handpicked accounting professionals delivering expert accountancy services, fully aligned with your needs. Embedded in the Swivel ecosystem but working exclusively for your business, you retain full control while we provide dedicated leadership to ensure performance, reliability, and long-term value. This model suits businesses seeking hands-on management without recruitment or operational overhead.

Job-Based Model

With our Job-Based Model, we act as your delivery partner on a project-by-project basis, ensuring efficient turnarounds and smooth execution of accountancy services. We collaborate closely with your teams to integrate new tasks and processes, delivering on time and within scope. This fixed-fee arrangement allows you to outsource financial services confidently while we absorb the job margin risk. It’s ideal for businesses wanting to offload overflow work or focus more on growth than daily staff management.

What We Offer

We offer a wide range of outsourced accounting services designed for flexibility and accuracy. Our offerings cater to businesses of all sizes, whether you’re an agency augmenting your team or a business owner seeking direct financial support.

Outsourced Bookkeeping and Accounting

Outsourced Bookkeeping and Accounting

Swivel Finance provides reliable bookkeeping and accounting support for Australian firms using Xero, MYOB, and QuickBooks. We manage reconciliations, payroll, BAS / IAS statements, and monthly reporting, freeing up your local team to focus on advisory work. Our offshore professionals work to your standards, in your systems, and in your time zone for seamless day-to-day support.

Outsourced Tax Planning and Preparation

Outsourced Tax Planning and Preparation

We support Australian accounting firms with accurate, compliant tax preparation for individuals, companies, and trusts. Our team handles GST, BAS/IAS, and lodgment-ready files—working securely on your platforms. Stay in control of client relationships while we help reduce turnaround times during peak season or all year round.

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Outsourced SMSF (Self-Managed Super Funds)

Outsourced SMSF (Self-Managed Super Funds)

Swivel offers expert SMSF processing for Australian accountants, including fund setup, annual accounts, tax returns, and audit prep. We work with Class and BGL to ensure compliance with ATO regulations. Our offshore team supports your workflow, helping you manage more SMSF clients without sacrificing accuracy or turnaround time. Keep your focus on advice—leave the admin to us.

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Why Choose Swivel Finance?

Swivel Finance blends global financial expertise with in-depth knowledge of local compliance across multiple regions. Whether you're an expanding business or a financial services firm, our solutions are customised to your needs, delivered by certified professionals and powered by cutting edge technology.

Certified accountants & tax agents

Xero, MYOB, and QuickBooks expertise

Seamless integration with your existing team

Flexible engagement — short term or long term

We prioritise accuracy, security, and scalability, so your finance function becomes a growth enabler.

Follow Our Simple Onboarding Process

Step

01

Discovery Call

Schedule a discovery call with our senior consultant to discuss your business needs and challenges. We’ll introduce our outsource financial services and accounting services, showing how we tailor solutions specifically for your business.

Step

03

Agreement & Kick-Off

Once you’re satisfied with the proposed solution, we finalize the agreement and prepare for project kick-off. Transparency and clarity are central to this stage.

Step

04

IT & Security Coordination

Data security is a top priority. Our team works closely with your IT and security departments to implement robust cybersecurity measures and ensure seamless integration.

Step

05

Team Member Training & Integration

We fully train and onboard your dedicated accounting professionals before introducing them, ensuring a smooth workflow from day one.

Step

06

Ongoing Support & Communication

We maintain open lines of communication through regular bi-weekly check-ins with your account manager, committed to seamless collaboration and continuous improvement.

Step

02

Step

02

In-Depth Requirements Analysis

If you choose to proceed, you’ll be connected with a senior finance business partner who will conduct a thorough analysis of your unique requirements to develop a customized outsourcing plan.

Step

03

Agreement & Kick-Off

Once you’re satisfied with the proposed solution, we finalize the agreement and prepare for project kick-off. Transparency and clarity are central to this stage.

Step

04

IT & Security Coordination

Data security is a top priority. Our team works closely with your IT and security departments to implement robust cybersecurity measures and ensure seamless integration.

Step

05

Team Member Training & Integration

We fully train and onboard your dedicated accounting professionals before introducing them, ensuring a smooth workflow from day one.

Step

06

05

Ongoing Support & Communication

Team Member Training & Integration

We maintain open lines of communication through regular bi-weekly check-ins with your account manager, committed to seamless collaboration and continuous improvement.

We fully train and onboard your dedicated accounting professionals before introducing them, ensuring a smooth workflow from day one.

Step

06

Ongoing Support & Communication

We maintain open lines of communication through regular bi-weekly check-ins with your account manager, committed to seamless collaboration and continuous improvement.

200+ Successful Client Projects and Counting

With 200+ projects across the the globe in countries like Australia and UK, Swivel Finance partners with businesses of all sizes to strengthen accounting functions and streamline processes.

A Leading Accounting Firm

This client experienced a surge in income tax return filings during peak season. As managing a high volume of returns with tight deadlines was...

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A Top 100 Accounting Firm

The firm required additional support to supplement the growth of the business. Assistance was required around reconciliation...

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A Leading Australian Health Provider

The organisation faced a challenge with their financial operations. Backlogs had accumulated in critical areas including account...

The organisation faced a challenge with their financial operations. Backlogs had accumulated in critical areas including account...

The organisation faced a challenge with their financial operations. Backlogs had accumulated in critical areas including account...

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Frequently Asked Questions

What is offshore accounting?

What is offshore accounting?

What is offshore accounting?

Is offshoring accounting less costly than in-house accounting practices?

Is offshoring accounting less costly than in-house accounting practices?

Is offshoring accounting less costly than in-house accounting practices?

Is my company’s financial data secure with Swivel Finance?

Is my company’s financial data secure with Swivel Finance?

Is my company’s financial data secure with Swivel Finance?

How many businesses outsource accounting?

How many businesses outsource accounting?

How many businesses outsource accounting?

What types of accounting services can be outsourced?

What types of accounting services can be outsourced?

What types of accounting services can be outsourced?

Can Swivel Finance work with my in-house team?

Can Swivel Finance work with my in-house team?

Can Swivel Finance work with my in-house team?

What’s the difference between job-based and augmented outsourcing models?

What’s the difference between job-based and augmented outsourcing models?

What’s the difference between job-based and augmented outsourcing models?

Do I get to choose the accountant working with my business?

Do I get to choose the accountant working with my business?

Do I get to choose the accountant working with my business?

How do I get started with Swivel Finance’s services?

How do I get started with Swivel Finance’s services?

How do I get started with Swivel Finance’s services?

Is outsourced accounting compliant with Australian tax laws?

Is outsourced accounting compliant with Australian tax laws?

Is outsourced accounting compliant with Australian tax laws?

How do you ensure compliance with Australian standards in your accounting services for Melbourne clients?

How do you ensure compliance with Australian standards in your accounting services for Melbourne clients?

How do you ensure compliance with Australian standards in your accounting services for Melbourne clients?

Background

Talk to Our Experts

Swivel Finance connects you with skilled accounting professionals with the right expertise to enhance your finance function, improve processes and drive growth.

Background

Talk to Our Experts

Swivel Finance connects you with skilled accounting professionals with the right expertise to enhance your finance function, improve processes and drive growth.

Background

Talk to Our Experts

Swivel Finance connects you with skilled accounting professionals with the right expertise to enhance your finance function, improve processes and drive growth.