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Building wealth is a lifetime career with no retirement plan.
Long Term master plan
Investment Cycle | Fast Track | Passive Income | Initial Investment | 10X |
|---|---|---|---|---|
Cycle 1 | 5 Years | 10 Years | $100,000.00 | $1,000,000.00 |
Cycle 2 | 10 Years | 20 Years | $1,000,000.00 | $10,000,000.00 |
Investments | Life Cycle | Buy | Gain Value | Get Loan (Tax Free) |
|---|---|---|---|---|
Stock | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Crypto | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Bond | 1-10 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Corp Bond | 1-10 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Real Estate | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Business | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
$4,200,000.00 |
Master Plan
- Strategy
- Management Company
- Consulting
- Acquisitions
- Loans Liaison Program
- Operations
- Corp Structure
- Management Company
- Agreements
- Accounting
- Global Financial
- Credit Monitoring
- Funding Report
- Personal Wealth
- Money Map
- Real Estate Program
- Real Estate Activity Tracking
Follow Swiftbooks 3-Step Process
Save time & eliminate risk by making sure everything is done right, each time – no more costly errors & missed deadlines.
01
Customize Your Package
We’ll perform a full evaluation to assess your company & its financial health to help us determine the best solution for you. Packages include the Basic Build-Up Package and the Advanced Global Report.
02
Onboarding
Our professional accounting will catch up on all past and present items to ensure we have a full picture of your business finances.
03
Maintenance
Once we’re up to date, that’s it your job is done. Know we set up a maintenance program and keep you ahead of the game.
Customize Your Package
Build-Up Package
For fast-growing businesses seeking compliance and growth with professional help.
- Accounting Software
- Dedicated Accounting Team
- Monthly Financial
- Subcontractor
- Personal Taxed
- Business Taxes
- Data Collection
- Monthly Meeting
Global
Report
For business who need Quarterly Reviews, Company Analysis, and Key Performance Indicator(KPI)
- Global Financial
- Credit Monitoring
- Funding Report
- Personal Wealth
- Money Map
- Consulting
Management Company
Effective long-term planning, strategic management, and proper agreements are crucial for business success.
- Corp Restructure
- Management Model
- Agreements
Real Estate Professional
We manage your real estate activity tracking and passive income hours, ensuring tax savings and protection.
- Real Estate Activity Tracking
- Passive Income Activity Tracking
- Loans Liaison Program
Build-Up Package
For fast growing businesses that went to ensure their compliance and grow their business with the help of professionals
- Accounting Software
- Dedicated Accounting Team
- Monthly Financial
- Subcontractor
- Personal Taxed
- Business Taxes
- Data Collection
- Monthly Meeting
Global 10x Report
For business who need Quarterly Reviews, Company Analysis, and Key Performance Indicator(KPI)
Strategy
- Management Company
- Consulting
- Acquisitions
- Loans Liaison Program
Operations
- Corp Structure
- Management Company
- Agreements
Accounting
- Global Financial
- Credit Monitoring
- Funding Report
- Personal Wealth
- Money Map
Real Estate Program
- Real Estate Activity Tracking
- Passive Income Activity Tracking
- Master plan
- Corporate structure
- Management company
- Global report
- HR services
- Funding report
- Strategy meeting
- Consulting
What Customers Are Saying
Best bookkeeping firm in Miami. Thank you danny and the entire SwiftBooks staff for handling my bookkeeping. They have allowed me to focus on growing my business and networking instead of boring paperwork.
Swift books is amazing i would totally recommend them to the public, they took our company to a whole another level.
I am amazed at how great SwiftBooks and the team manage my books. Owning a business is not easy, but at least I know I can count on SwiftBooks to make my life easier when it comes to keeping my organizations books. Thank you Danny and the Team!! <3
The staff is the best, they explained everything I needed to know about my taxes and made sure I was happy!! 😁
Very detailed and thorough work! Have been with Swiftbooks for a few years now and won’t look anywhere else! Ask for Delia or Emma
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Miami Accounting FAQ
We provide comprehensive accounting services, including bookkeeping, tax planning, payroll management, financial analysis, and business advisory, tailored to optimize your business’s financial health and compliance.
Our tax planning and preparation services are designed to assist businesses in navigating complex tax regulations and minimizing their tax liability. We analyze your financial situation, identify potential deductions and credits, and ensure compliance with all relevant tax laws. Our experienced team stays updated on the latest tax codes to provide you with accurate and strategic tax planning, helping your business save money and maintain financial health.
Our accounting firm helps businesses with financial planning and forecasting by analyzing past financial data, assessing current economic conditions, and considering industry trends. We create comprehensive financial models that project future performance, identify potential challenges, and highlight growth opportunities. Our goal is to provide strategic insights that empower businesses to make informed decisions, optimize resources, and achieve long-term financial success.
We prioritize transparent and regular communication with our clients. Expect frequent updates on your financial situation, tailored to your preferences. Whether through scheduled meetings, reports, or virtual communication, we ensure you stay informed and confident in your business’s financial trajectory.
We specialize in tailoring our services to meet the unique needs of your business. Our flexible approach ensures that you receive customized solutions that align with your specific requirements and goals.
To streamline your financial reporting and analysis, we recommend implementing a comprehensive approach. This includes automating routine processes, adopting advanced accounting software, and customizing reports to align with your specific business goals. Our team can guide you through these steps, ensuring accurate, timely, and insightful financial information for strategic decision-making.
Certainly! We provide expert guidance on implementing the best accounting practices tailored to ensure your business’s long-term success. Our team offers strategic insights and recommendations to optimize financial processes, enhance efficiency, and foster sustained growth.
