WHY SWAATT
SWAATT exists to simplify complexity.
We help law firms:
-
Improve cash flow
-
Increase billing realization
-
Maintain trust compliance
-
Strengthen financial reporting
-
Scale efficiently
When your financial systems are structured,
your firm gains clarity, confidence, and control.
We know law firms.
Deep Proficiency in Legal Billing Systems
We are highly experienced with leading legal accounting and billing platforms, including:
-
SurePoint / LMS
-
Tabs3
-
Clio
We don’t just “use” these systems—we optimize them.
From workflow design to reporting improvements, we help firms maximize the capabilities of their existing software while identifying opportunities to improve efficiency, accuracy, and realization.
We Know Law Firms
We know how law firms actually function—because we’ve worked inside the systems that power them.
We understand:
-
Attorney billing workflows
-
Pre-bill review processes
-
Trust account compliance and three-way reconciliations
-
Partner draws and compensation models
-
Cash flow timing between billing and collections
-
Revenue realization and write-down tracking
Our experience allows us to integrate directly into your firm’s workflow without disruption.
Proactive About Smart Billing & Technology
Legal billing is evolving rapidly. E-billing requirements, client billing guidelines, automation, analytics dashboards, and compliance standards continue to change.
SWAATT stays ahead of these developments.
We continuously evaluate advancements in legal billing and accounting technology to ensure our clients benefit from:
-
Smart automation tools
-
Improved billing cycle efficiency
-
Enhanced reporting visibility
-
Compliance-driven invoice formatting
-
Workflow improvements that reduce administrative burden
Our goal is to ensure your firm always has access to modern, intelligent billing systems that support profitability and growth.
We Become Part of Your Team
We don’t operate as a distant vendor. We integrate as a financial operations partner.
Our approach is collaborative, responsive, and proactive. We support firm leadership with clear financial insight and structured reporting that drives decision-making.
Your attorneys focus on practicing law.
We ensure the financial infrastructure supports them.
OUR STORY
Who We Are
From our beginnings as local professionals in the American Southwest, we at SouthWest Accounting and Tax Team have built a name delivering top-notch accounting services that cater to the diverse needs of our clients. With a focus on innovation and detailed analysis in law firm accounting, our experienced professionals ensure your business finances and accounting are always in check. Our mission is to add value to your businesses through insightful analytics and customized solutions. We believe in nurturing relationships founded on trust and reliability.
What We Do
Southwest Accounting and Tax Team (SWAATT) provides specialized accounting and financial operations support for law firms. We manage payroll, trust accounting (IOLTA compliance), accounts payable, legal billing, and financial statement preparation—ensuring your firm’s back office runs accurately, efficiently, and in full compliance.
Our team is highly proficient in leading legal billing and accounting platforms including SurePoint/LMS, Tabs3, and Clio. We stay at the forefront of evolving legal billing technology so our clients benefit from smart automation, improved realization, streamlined workflows, and clear financial reporting. At SWAATT, we don’t just handle accounting—we build structured financial systems that protect and strengthen your practice.