CFO Services
Make smarter financial decisions with a dedicated CFO by your side. From cash flow management to strategic forecasting, we help you plan for long-term success.
Swiftbooks
How It Works
Empower Your Business to Thrive
Focus on core business growth
Make data-driven decisions quickly
Scale operations efficiently
Plan for long-term success
Solutions
Automate and gain real-time insights to unlock smarter decisions and scalable growth
Automating financial processes with AI precision
Providing real-time, actionable financial insights
Offering expert CFO guidance tailored to your vision
Creating scalable financial strategies for sustainable growth
Services
Bookkeeping and Taxes
Bookkeeping Advisor
$250
“Designed for strategic startups ready to plan and execute with precision. We help you avoid costly mistakes and setbacks that can delay success for months—or even years—by building a strong financial foundation from day one.”
- Tax Accounting
- Monthly Financials
- Sr. Bookkeeping
- Personal Taxes
- Business Taxes
Bookkeeping Services
$500
For businesses in their growth stage looking to increase profitability and control. We implement systems to track performance, measure results, and provide the financial clarity you need to scale. Our approach empowers you to strategically build a team and transition from day-to-day operations to high-level decision-making.
- Tax Accounting
- Monthly Financials
- Sr. Bookkeeping
- Personal Taxes
- Business Taxes
Bookkeeping SaaS
$750
Tailored for businesses at the peak of success preparing to move toward mid-size or enterprise structures. At this level, every decision can impact thousands or even millions of dollars. We deliver accurate, real-time financial data to ensure informed decisions, protect your momentum, and support sustainable scaling
- Tax Accounting
- Monthly Financials
- Sr. Bookkeeping
- Personal Taxes
- Business Taxes
CFO Service
CFO Advisor
$1,500
Perfect for early-stage businesses ready to build a solid financial strategy. We help you structure your finances, forecast cash flow, and create a roadmap to avoid costly mistakes that can delay success. Our strategic guidance ensures your startup is prepared for sustainable growth from day one.
- Business Report Card
- Business Funding Report
- Budgeting & Forecasting
- Master Plan
- Portfolio Report Card
- EBITDA TrackingEBITDA Tracking
CFO Service
$2,500
In today’s fast-paced business environment, having real-time financial data at your fingertips is essential. Our CFO Services provide you with interactive digital dashboards that deliver accurate, up-to-date insights—accessible from anywhere in the world—putting you firmly in the driver’s seat of your business decisions.
- Business Report Card
- Business Funding Report
- Budgeting & Forecasting
- Master Plan
- Portfolio Report Card
- EBITDA TrackingEBITDA Tracking
CFO SaaS
$5,000
This service includes everything from our standard CFO Services and goes a step further by providing additional KPIs tailored for investors, lenders, board members, and other key stakeholders. For SaaS companies, information becomes outdated quickly, making it critical to implement a system that delivers accurate, real-time data instantly. We help you stay ahead, ensuring informed decisions in a fast-paced environment.
- Business Report Card
- Business Funding Report
- Budgeting & Forecasting
- Master Plan
- Portfolio Report Card
- EBITDA TrackingEBITDA Tracking
Real Estate Professional Program (REP)
Real Estate Program
$500
The Real Estate Professional Program is where ambition meets structure. This program is designed to help you fully maximize the benefits of your real estate ventures by qualifying as a Real Estate Professional under IRS guidelines. It may sound simple, but achieving this status requires strategy, consistency, and commitment. That’s why we’ve built a program where we take on 80% of the responsibility—while you focus on doing what you do best.
- Real Estate Time Tracking
- Passive Activity Time Tracking
- Real Estate Report
- Passive Report
- Quarterly compliance test
- Yearly compliance test
REP with Property Management
$2,500
This program includes all the features of our standard Real Estate Professional (REP) program, plus a dedicated property manager to handle key operational tasks. From collecting rent and deposits to securing new leads, managing late payments, and listing properties when leases expire—we help you reduce vacancies, maintain cash flow, and keep your rental operations running smoothly.
- Real Estate Time Tracking
- Passive Activity Time Tracking
- Real Estate Report
- Passive Report
- Quarterly compliance test
- Yearly compliance test
REP Suites
$3,500
REP Suites combines the full REP program with advanced property management services—and goes even further. Designed for real estate professionals who specialize in building and maintaining portfolios, managing fix-and-flip projects, and working closely with financial institutions, this program positions you for growth. It’s perfect for fostering relationships with lenders and maximizing EBITDA for sustainable success
- Real Estate Time Tracking
- Passive Activity Time Tracking
- Real Estate Report
- Passive Report
- Quarterly compliance test
- Yearly compliance test
What Sets Us Apart
Human-AI Synergy
Blend of AI precision and human expertise for unparalleled financial guidance
Visionary Approach
Forward-thinking strategies that turn financial hurdles into growth opportunities
Tailored Solutions
Customized financial management aligned with your unique business goals
Empowerment Focus
Equipping you with knowledge and tools for confident financial decision-making
Ethical Foundation
Unwavering commitment to integrity and your business's best interests
Success Stories
“Tech Startup Accelerates Growth”
Swiftbooks.ai transformed our financial strategy, helping us secure $2M in funding and scale operations by 300% in just 18 months.
Sarah J.
"Real Estate Empire Expands"
Michael R.
“E-commerce Brand Achieves Profitability”
Emma L.
“Multi-National Corporation Streamlines Finances”
Managing finances across borders was a nightmare until we partnered with Swiftbooks.ai. Now, we have clear insights and strategic control.
