Swenson Advisors

What Swenson Advisors does

Swenson Advisors, LLP is a privately-held, full-service accounting firm headquartered in San Diego, California, with a secondary office in Murrieta. Founded in 1998 and organized as a California limited liability partnership, the firm is PCAOB-registered and serves middle-market public and private companies as well as high net worth individuals across Southern California, with global reach provided through its Integra International membership (173 offices in 65 countries). The firm reports 11-50 employees with a leadership team combining over 100 years of Big 4 and large-firm experience, led by Managing Partner Stephen G. Austin.

The firm's service portfolio spans four core lines — Audit and Assurance (including SEC/SOX work), Tax Services, Consulting, and Lease Accounting — supplemented by specialized practices in Forensic Accounting and M&A advisory. Its primary differentiated offering is AccountLease™, a proprietary bundled methodology that combines CPAs, commercial real estate brokers, lease accounting software (LeaseCrunch), and attorneys to deliver turnkey compliance with FASB Topic 842, IFRS 16, and GASB 87. Other branded programs include SwenEx™ (client experience guarantees), SwenAsia® (Asia market entry consulting launched 2011), SwenTrack™ (fraud investigation), SwenAssurePPP (PPP loan advisory), and Swen THOUGHT (thought leadership, with 6+ Journal of Accountancy articles on lease accounting).

Swenson generates revenue through project-based professional services engagements — audits, tax preparation and planning, consulting, and lease accounting implementations — priced via quote-based engagements rather than disclosed pricing. Its go-to-market is sales-led, driven by direct relationships, referrals, the Integra International network, and educational events including the annual Hot Topics Seminar and quarterly CFO Study Group. Customer segments span middle-market companies, HNW individuals, non-profits, technology, and real estate verticals, with named clients including Fennec Pharmaceuticals, Eco Farms, San Diego Rescue Mission, and Oak Valley College. The firm has been recognized as Integra International Firm of the Year (2019) and ranks in the Top 25 San Diego accounting firms.

Name

Swenson Advisors

Legal name

Swenson Advisors, LLP

Website

https://swensonadvisors.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Swenson Advisors, LLP is a PCAOB-registered, full-service accounting firm founded in 1998 that provides audit, tax, consulting, and lease accounting services to middle-market public and private companies, non-profits, and high net worth individuals across Southern California, with global reach via Integra International.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Transaction Services (Financial, Tax & Commercial Due Diligence) (BPAHAOAB)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Public accounting services
• Audit assurance services
• Tax compliance consulting
• Lease accounting compliance
• Forensic accounting services

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Audit and Assurance Services: Financial statement audits, reviews, compilations, agreed-upon procedures, SOX/404 services for public and private companies. PCAOB-registered firm meeting SEC requirements.
2. Tax Services: Tax preparation, planning and consulting for individuals, businesses and organizations including federal and state returns, international tax, estate planning, R&D credits
3. Lease Accounting: AccountLease™ solution for FASB Topic 842 and IFRS 16 compliance including implementation assistance and ongoing compliance
4. Consulting Services: Includes Sarbanes-Oxley consulting, forensic and dispute resolution, M&A consulting, IFRS consulting, and SwenAsia Asia market consulting

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Swenson Advisors, LLP is a full-service accounting, tax, consulting, and lease accounting firm providing comprehensive services to middle-market public and private companies and high net worth individuals across Southern California. The firm delivers four core service lines: Audit & Assurance (including PCAOB-registered SEC audits and SOX/404 work), Tax Services, Consulting (M&A, IFRS, Sarbanes-Oxley, forensic), and Lease Accounting via the proprietary AccountLease™ solution. Global reach is enabled through membership in Integra International, a network of 173 offices across 65 countries.

Product overview

Swenson Advisors is a full-service accounting, tax, consulting, and lease accounting firm providing comprehensive services to middle-market public and private companies and high net worth individuals. The firm's portfolio centers on four core service lines—Audit & Assurance, Tax Services, Consulting, and Lease Accounting (AccountLease)—supplemented by specialized offerings including Forensic Accounting, M&A Consulting, and SEC/SOX Audit Services. The firm also operates several branded programs: SwenEx (client experience), Swen THOUGHT (thought leadership), SwenAssurePPP (PPP loan advisory), and SwenAsia (Asia consulting). Since 2000, Swenson has been a member of Integra International, enabling global service delivery through a network of 135+ independent firms across 65 countries.

Differentiator

Problem solved

Functional benefit

Brands

• AccountLease: A comprehensive solution addressing the new lease accounting standards (FASB ASU 2016-02/Topic 842 and IFRS 16), bringing together CPAs, commercial real estate brokers, lease accounting software developers and attorneys in a bundled service for lease accounting compliance.
• SwenAsia
• SwenEx
• SwenAssurePPP
• Swenson Forensic Accounting
• Swen THOUGHT

Products and services

• Audit and Assurance Services Financial statement audits, reviews, compilations, agreed-upon procedures, and SOX/404 services for public and private companies following AICPA and PCAOB standards.
• Tax Services Tax compliance, planning, and consulting including business and individual tax returns, international tax, R&D credits, estate planning, and IRS audit representation.
• AccountLease (Lease Accounting) Comprehensive lease accounting solution addressing FASB Topic 842 and IFRS 16 standards, bundling CPA services, commercial real estate brokerage, lease accounting software, and legal expertise for turnkey compliance implementation.
• Consulting Services IFRS consulting, M&A consulting, lease accounting advisory, forensic accounting, and Sarbanes-Oxley consulting services.
• Forensic Accounting Fraud investigation, expert testimony, fraud prevention services, and internal control reviews utilizing SwenTrack fraud risk management tools.
• M&A Consulting Comprehensive merger and acquisition advisory including due diligence, acquisition audits, financial modeling, negotiation support, and SEC filing assistance.
• SEC/SOX Audit Services PCAOB-registered audit services for public companies including financial statement audits, interim reviews, SEC filings (Form 10-K, Form 10-Q), SOX 404 compliance, and IPO advisory.
• SwenAssurePPP Paycheck Protection Program advisory service helping clients navigate PPP loan applications, forgiveness requirements, and regulatory compliance changes.
• SwenAsia (Asia Consulting) Asia-focused consulting division offering central coordination and management of business solutions for companies establishing operations in Asia, branded as 'Asia Made Easier'.

Quantifiable outcome

• Over 20% of business from global capabilities
• +3 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Six partnerships are on record, tiered minor and core.

• KSDT CPAminorStrategic or Co-development Partner · 1 January 2021Fellow Integra International firm based in Miami. Partnership for NASCAR racing events to raise funds for Swenson Children's Foundation. Co-sponsorship of cars at Homestead-Miami Speedway and other NASCAR events.
• LeaseCrunchcoreTechnology or Integration · 1 January 2019AccountLease selected LeaseCrunch as software platform for healthcare engagements. LeaseCrunch is lease accounting software made by former CPA firm auditors for CPA firm auditors.
• Cresa San DiegocoreStrategic or Co-development Partner · 1 January 2017Partnership to develop and launch AccountLease™ - a comprehensive solution for new lease accounting standards (Topic 842 and IFRS 16). Combines Swenson's CPA expertise with Cresa's commercial real estate brokerage capabilities, bringing together CPAs, brokers, software developers and attorneys in a bundled service.
• Integra InternationalcoreStrategic or Co-development Partner · 1 January 2000Swenson joined Integra International in 2000 and has been very active in the organization. Steve Austin served as global Chairman from 2004-2006 and AAA Chairman from 2012-2013. Currently on Global Board. Organization has 173 offices in 65 countries with over 3,000 CPAs. Enables global service delivery and cross-referrals for multinational clients.
• Md7minorStrategic or Co-development PartnerPartner on AccountLease team providing 5G and telecom lease expertise for Hot Topics 2019 seminar. Michael Fraunces of Md7 presented on What Does 5G Mean to San Diego.
• Beth van Bladel (CFO for Hire)minorStrategic or Co-development PartnerCFO for Hire team member on AccountLease panel for Hot Topics 2019 seminar.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: Largest mid-tier US audit, tax and consulting firm serving middle-market companies — direct large-scale competitor for Swenson's primary segment.
• BDO USA: Top global accounting network providing audit, tax and advisory services to middle-market enterprises — a much larger incumbent competing directly for Swenson's target client profile.
• Grant Thornton US: One of the largest global accounting and advisory firms outside the Big 4; serves middle-market public and private companies across audit, tax and consulting — provides competitive backdrop for Swenson.

Direct peers

• Plante Moran: Large US mid-tier accounting and business advisory firm offering audit, tax and consulting for middle-market organizations — comparable service breadth and client profile.
• Crowe LLP: Top-10 US accounting firm with PCAOB capabilities, serving middle-market public and private companies across audit, tax and consulting — directly comparable full-service positioning.
• Baker Tilly US: Mid-tier global accounting and advisory firm with audit, tax and consulting services; hires talent with international credentials comparable to Swenson's Integra-based global capabilities.
• Eide Bailly LLP: Top-25 US accounting firm and PCAOB-registered auditor serving middle-market public and private companies with audit, tax and advisory services across industries — closely comparable in service mix and target client to Swenson Advisors.
• Moss Adams LLP: West Coast-headquartered mid-tier PCAOB-registered accounting firm providing audit, tax, technology and consulting services to middle-market clients — same geographic anchoring and client tier as Swenson.
• Wipfli LLP: Large mid-tier PCAOB-registered US accounting firm providing audit, tax and advisory services to middle-market organizations, including dedicated M&A and consulting practices — directly comparable scale and service breadth.

Others

• LeaseCrunch: Cloud lease accounting software built by former Big 4 auditors for CPA firms; Swenson selected LeaseCrunch as the technology platform inside its AccountLease 2.0 offering, positioning it as a partner and complementary technology layer to Swenson's lease accounting services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/swenson-advisors-llp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Swenson Advisors