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  • 786 606 5338
Logo for Swiftbooks.ai featuring stylized letters "SB" with an upward-trending bar graph in orange and teal, followed by the text "Swiftbooks.ai" in white and orange on a light background.
  • 786 606 5338

Bookkeeping and taxes

Providing accurate financial management and operational support to help businesses maintain compliance, improve financial visibility, and make informed decisions for sustainable growth.

Discover What We Offer

Bookkeeping: Clarity & Protection

Stay compliant and protect your assets with expert bookkeeping and tax support. Get accurate monthly financials, business and personal tax preparation, plus strategic asset tracking and a holding structure to minimize risk and optimize taxes.

Bookkeeping
services

Tax Accounting
Monthly Financials
EBITDA Tracking
Sr. Bookkeeping
Personal Taxes
Business Taxes

Get your own dedicated financial team

Get personalized assistance from experts who understand your business needs. Our program provides you with a Senior Bookkeeper, and Tax Accountant to ensure your financial processes are efficient and accurate.
Contact us today

Senior Bookkeeper

"Gain clarity and confidence with senior bookkeepers who ensure accurate records, organized finances, and reliable reporting."

Tax
Accountant

"Partner with expert tax accountants who maximize compliance, optimize returns, and provide strategic tax planning for your business."
Two coworkers sit at a desk with paperwork, calculators, and binders. The woman smiles while showing a calculator to the man, who writes in a binder. Both wear glasses and work in a bright office with charts on the wall.

Tax Accountant

Work with experienced senior bookkeepers who bring precision, insight, and strategic support to your financial operations.
A woman sits at a desk using a calculator and writing in a notebook. She is working with documents, while two computer monitors display a spreadsheet and an invoice. Sunlight streams through a window nearby.

Senior Bookkeeper

Work with experienced senior bookkeepers who bring precision, insight, and strategic support to your financial operations.

Monthly Financials

Get detailed monthly financial reports to track performance, spot trends, and make informed business decisions.
Key Features:
  • Comprehensive Reports: Access detailed monthly financial statements with clear visuals and actionable insights.
  • Trend Analysis: Identify growth opportunities and monitor key performance patterns over time.
  • Data-Driven Insights: Receive expert recommendations to support smarter, evidence-based decisions.
  • Intuitive Dashboards: Navigate easy-to-read summaries that simplify complex financial data.
A person sits at a desk with financial charts and papers, holding a tablet displaying a monthly budget report with colorful graphs and data. The scene is shown on a laptop screen.
A laptop screen displays hands working on tax documents, with calculators, forms, highlighters, and papers labeled “TAX” and “TAX DAY!” scattered across a desk.

Personal Taxes

Simplify your personal tax filing with expert guidance. We ensure accuracy, maximize deductions, and help you meet all deadlines with confidence.
Key Features:
  • Personalized Assistance: Get tailored support for your unique tax situation.
  • Maximized Deductions: Identify every opportunity to save more through optimized deductions.
  • Timely Compliance: File accurately and meet every deadline with confidence.
  • Expert Guidance: Rely on experienced professionals to simplify your tax season.

Business Taxes

Keep your business compliant and financially healthy with our end-to-end business tax operations. We handle filings, documentation, and reporting so you can focus on running your company.
Key Features:
  • Comprehensive Management: Enjoy full-service tax operations from preparation to filing.
  • Accurate Documentation: Ensure all reports and filings are complete, precise, and audit-ready.
  • Regulatory Compliance: Stay aligned with local and federal tax requirements effortlessly.
  • Strategic Tax Planning: Leverage proactive strategies for sustainable, long-term financial growth.
A laptop screen displays a person in a blue shirt using a smartphone, with virtual tax-related icons and the word "TAX" superimposed, representing digital tax management or online tax filing.
A bar chart labeled "EBITDA Adjustments" shows AC EBITDA rose by 18% versus last year, mainly due to core business growth. Colored bars indicate positive and negative impacts, with brief explanations and notes beside key adjustments.

EBITDA Tracking

Monitor your profitability with precise EBITDA tracking, giving you insights into operational efficiency and long-term growth potential.

Discover the success stories of clients who have revolutionized their operations with Build-Up

Portrait of a mature woman with light hair pulled back, wearing gold hoop earrings and a white blouse, gently touching her neck with one hand. She has a calm, confident expression.
Build-Up Corp transformed the way we manage operations, providing us with actionable insights and customized KPIs that drive our growth and efficiency like never before

Mary

CEO Las Zebras CORP
See Case Study
A man with short brown hair and light stubble smiles while looking to his left. He is wearing a white shirt and a dark blazer. The background is blurred and light-colored.
The real estate-specific features have been a game-changer. We've optimized our portfolio management and increased our ROI by 40%.

Michael R.

Real Estate Investor
See Case Study

Ready to transform your business with strategic CFO solutions?

At SwiftBooks, we don’t just manage numbers―we empower business with financial clarity and strategic insights. Our CFO services are designed to give you the decision-making power, and optimize your business.
Let’s build a financial foundation that drives real success!
Contact us today