Summary
Industry
Financial Services
Use Case
Embedded Accounting Capacity (On-Demand Squad)
Engagement Model
Embedded Staff Augmentation
Functions Delivered
Reconciliations, Monthly Reporting, Payroll, Corporate Tax Returns
Client
NDA (Top 100 Australian Accounting Firm)
About the client
Swivel Finance partnered with a Top 100 Australian accounting firm that needed additional senior accounting support to keep pace with its own growth. The firm needed expertise specifically across reconciliations, monthly reporting, payroll, and corporate tax returns, work its local team didn’t have the capacity to absorb.
The challenge
Growth had outpaced the firm’s own senior capacity, not its ambition.
Growth was outpacing the firm’s own senior accounting capacity
Reconciliations, monthly reporting, payroll, and tax returns all needed cover
Any support had to meet the firm’s own compliance and quality bar
New team members needed to integrate into the firm’s existing client work
The firm wanted a long-term partner, not a short-term patch
What we did
Swivel Finance built a team the firm’s own clients would never notice as external.
Built a dedicated accounting partnership team aligned to the firm’s business and clients
Placed certified finance managers, senior accountants, and junior accountants together
Backed the team with Swivel Finance leadership for quality assurance and compliance
Took every accountant through Xero adviser certification plus a GST and tax refresher
Integrated the team directly into the firm’s existing operations, not alongside them
Results
Capability Extended: Enhanced the firm’s own finance and tax advisory capacity
Compliance Maintained: Kept compliance standards intact throughout the partnership
Local Teams Freed: Local staff refocused on client-facing advisory work
Sustained Efficiency: Delivered lasting improvements in service quality and speed
Scaled With Confidence: The firm could keep growing without losing service standards
Takeaway
Swivel Finance gave the firm senior accounting capacity it could trust with its own clients, not just extra hands.