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SW Financial Group LLC is a dynamic professional service and accounting firm, focused on improving our clients’ business performance through value added financial services. Our mission is to provide clients with innovative, yet practical solutions that improves profitability (performance), anticipates needs and exceeds expectations, enabling them to continue their success. Our professionals are aligned into specialized industry groups, representing manufacturing, distribution, construction and retail industries, in addition to the medical and legal professions. We also specialize in family-owned and privately-held businesses and have the experience, differentiating services and track record to anticipate and meet the challenges confronting business owners.

We take pride in the fact that we provide clients with the tools needed to take a business to the next level of success. Our core competencies – review, tax planning, forecasts and projections – provide a strong foundation for the financial health of a business. We also have formed strategic alliances with specialists in the areas of leadership training and strategic marketing, giving our clients access to proven skills and world-class experts. Our goal is to become intimately aware of all aspects of a client’s business. Our partners accomplish this through their direct involvement in the client’s account, with the assistance of specialized staff. Because of this close relationship, we are fully knowledgeable about our clients’ businesses and therefore are able to offer suggestions for improvement.