SWIFTBOOKS.AI
The CFO for entrepreneurs scaling from $500K to $20M
$500K–$20M
Revenue range we serve
4 Stages
Financial infrastructure framework
12–18 months
How far ahead we plan
THE PROBLEM
Most entrepreneurs practice "rearview mirror finance"
You’re looking backward at last month’s numbers when you should be planning 12–18 months ahead. Your bookkeeper reports history. Your accountant files taxes. But when you’re making six-figure decisions weekly, you’re operating on instinct, not models.
OUR APPROACH
We practice Horizon Finance instead
THE 4 STAGES
Every business from $500K to $20M moves through four distinct stages:
FOUNDATION
$500K–$1M
Clean books, optimized entities, basic CFO strategy. Transition from DIY to professional infrastructure.
Starting at $1,350/month
GROWTH
$1M–$5M
Strategic capital access, wealth building, sophisticated forecasting, Making six-figure decisions weekly
Starting at $2,700/month
EXIT
$10M–$20M
Investor due diligence, exit preparation, wealth preservation. Maximize Valuation.
Starting at $11,300/month
SCALE
$5M–$10M
Multi-entry operations, major capital, acquisition readiness. Enterprise-level complexity
Starting at $6,650/month
FOUNDATION
$500K–$1M
Clean books, optimized entities, basic CFO strategy. Transition from DIY to professional infrastructure.
Starting at $2,050/month
GROWTH
$1M–$5M
Strategic capital access, wealth building, sophisticated forecasting, Making six-figure decisions weekly
SCALE
$5M–$10M
Multi-entry operations, major capital, acquisition readiness. Enterprise-level complexity
Starting at $6,700/month
EXIT
$10M–$20M
Investor due diligence, exit preparation, wealth preservation. Maximize Valuation.
Starting at $12,400/month
OUR SERVICES
Three services most businesses handle through three separate vendors
BOOKKEEPING
AI-powered bookkeeping that gives you clean, accurate financials monthly—not just transaction recording, but strategic insights.
Tax Advisory
CFO Services
- Strategic planning
- Cash flow forecasting
- Capital facilitation
- Financial modeling
- Board reporting
WHAT MAKES US DIFFERENT
We execute strategy,
not just advise
WE PREDICT, NOT JUST REPORT
Your bookkeeper tells you what happened last month. We tell you what’s coming next year. We practice Horizon Finance—cash flow forecasting, scenario modeling, and strategic planning 12–18 months ahead.
Example: A Growth stage client asked about hiring two salespeople. We modeled scenarios with cash flow impact, breakeven timelines, and ROI projections so they decided with numbers—not guesswork.
WE ACTUALLY SECURE CAPITAL
We don’t just advise you to “go get a line of credit.” We actually facilitate it. We prepare your financials, build your capital story, and help you secure SBA loans, lines of credit, and growth capital.
Example: A client needed $200K for expansion. We showed them how to secure $1.2M instead—same financials, different presentation. That additional capital unlocked 2 years of growth in 8 months.
WE IMPLEMENT WEALTH BUILDING
We don’t just recommend strategies. We implement them. Our REP Program helps you qualify for Real Estate Professional tax status (saving $30K-$100K annually). We structure entities properly and build wealth alongside your operating business.
Example: A Scale stage client was paying $180K in taxes on rental properties. We implemented REP status and restructured entities, reducing their tax bill by $95K annually.
HOW IT WORKS
Simple process, strategic partnership
Free strategy call
Customized plan
Ready to move from reactive to predictive finance?
Most entrepreneurs at $1M–$3M are still operating on last month’s numbers when they should be planning 12–18 months ahead. Schedule a free strategy call to discuss your revenue stage and financial infrastructure.