Logo for Swiftbooks.ai featuring a stylized “SB” with an orange bar graph inside the “S,” followed by the text “Swiftbooks.ai” in blue and orange on a light background.
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.

Build-Up Management

Build-Up Management provides strategic financial oversight and scalable solutions to help your business grow with confidence.

Discover What We Offer

Lead with strategy.
Scale with control.

Build Up Management is your high-level solution for centralized operations and strategic growth. In addition to expert financial support and asset protection, this package includes a full management agreement and ongoing management maintenance. By overseeing all business activities through one management entity, you gain the structure, talent, and flexibility needed to unlock new opportunities and elevate your enterprise.

Build-Up
services

Tax Accounting
Sr. Bookkeeping
Monthly Financials
Business Taxes
Personal Taxes
Management Agreement
Management Maintenance

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

Lorem ipsum dolor sit amet, consectetur adipiscing elimpor ut labore et dolore magna.

Tax
Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elimpor ut labore et dolore magna.

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 laptop screen displays a template for a Management Agreement, showing sections for company and manager names, addresses, business details, and agreement terms in black text on a white background.

Management Agreement

To unlock your full growth potential, you need to implement next-level strategies.

That’s why establishing a management company is essential for scaling and transitioning with structure.
Our Process:
  • Interview & Assessment – We get to know your business goals and structure.
  • Custom Strategy – We design a tailored management plan that fits your needs.
  • Legal Setup – We coordinate with your attorney to draft the management agreement.
  • Fee Structure – We define a clear service fee: Company 1 pays Company 2.
  • Compliance Protocol – We ensure all processes align with industry and tax regulations.
  • Quarterly Review – We assess performance and make necessary adjustments.
  • Annual Review – We evaluate overall growth and plan for the next phase.

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.
For your strategy to truly work, it must be compliant.
We implement a series of protocols to ensure your plan aligns with IRS standards and remains legally sound.

Loan Solutions

Structuring your business for optimal financing opportunities.

The Master Plan

A strategic roadmap designed to guide long-term growth and decision-making.

Compliance Framework

Ongoing monitoring and documentation to stay aligned with IRS and legal requirements.

Management maintenance

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
  • Interview you
  • Create a custom plan
  • Order a management contract for an attorney
  • We agree on a fee so company 1 pays company 2 
  • We follow proper protocol to stay within compliance 
  • We do a quarterly review
  • We do a yearly review
A laptop screen displaying the words "MANAGEMENT MANTEINANCE" over a blue background with network icons. The Swiftbooks.ai logo is visible in the lower right corner.

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