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Build-Up Holdings

Empowering strategic growth through smart investments and forward-thinking management. Discover how Build-Up Holdings drives innovation across its portfolio.

Discover What We Offer

Protect your assets.
Optimize your structure.

Build Up Holding goes beyond the basics by adding strategic asset tracking and protection. With the same core financial team, this package introduces a holding structure that separates liability from ownership, helping you reduce risks and maximize tax efficiency. It's the ideal solution for business owners and investors ready to protect their wealth and plan for the long term.

Build-Up
services

Tax Accounting
Sr. Bookkeeping
Monthly Financials
Monthly Reconciliation
Business Taxes
Personal Taxes
Assets Tracking

Onboarding

Learn how we set up your management structure from day one, ensuring a smooth and strategic launch.

Maintenance

Discover how we continue to support and optimize your operations to keep everything running efficiently over time.

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

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Tax
Accountant

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Monthly Financials

In today’s data-heavy world, most reports lack direction. Our monthly financials provide clear, goal-oriented insights that help you make smarter short-term moves and long-term decisions.
Key Features:
  • Income tracking to measure your earnings
  • Expense tracking to control your outflows
  • Net income analysis for business health
A MacBook Pro displays a profit and loss statement for Craig's Landscaping Services, showing income, cost of sales, and total expenses from January to June 2020.
A MacBook Pro displays a partially filled-out 2024 IRS Form 1040 for U.S. Individual Income Tax Return, showing fields for personal information and filing status options.

Personal Taxes

The IRS may require it — but the banks depend on it. Your personal tax return is more than just paperwork; it’s a powerful tool that can open financial doors and help you build a stronger financial profile.
Key Features:
  • Required for loan applications
  • Opportunities for tax savings
  • Essential document for financial institutions

Business Taxes 

No one loves them, but everyone needs them. We help you embrace the power of clean, strategic business tax filing — including a sharp focus on EBITDA — to improve funding and investor readiness.
Key Features:
  • Clear understanding of EBITDA
  • Essential for business lending
  • Key document for investor presentations
A MacBook Pro screen displays a partially filled 2024 IRS Form 1120-S, U.S. Income Tax Return for an S Corporation, showing form fields and numbered lines for financial information.
A MacBook Pro displays an asset tracking template spreadsheet with asset details, purchase data, status highlighted in various colors, and a vendor list with contact information in a table format.

Assets Tracking

Everyone wants it, but no one really understands it.

Assets are the vehicle for success — and nothing rivals their power.
Key Features:
  • Asset Tracking – know what you own, where it is, and how it's performing.
  • Valuation Monitoring – stay up-to-date with the real-time value of your assets.
  • Liquidity Insights – understand how quickly your assets can turn into cash.

Monthly reconciliation 

Putting numbers into a system isn’t enough. Monthly reconciliation ensures that your financial data is accurate by matching bank statements with your books — giving you full confidence in your numbers.
Key Features:
  • Trusted, verified financial data
  • Systematic error detection
  • Strong compliance foundation
A MacBook Pro displays a financial statement with two sections: Cleared Transactions and Uncleared Transactions, the latter highlighted in red. The document shows checks, payments, deposits, and account balances.

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

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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
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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