Build-Up Holdings

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.

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.

Senior Bookkeeper

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Tax Accountant

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Monthly Financials

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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

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Business Taxes 

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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

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Monthly reconciliation 

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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

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!