Build-Up Management

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.

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 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

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Monthly reconciliation 

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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.

Management maintenance

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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!