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CFO Services

Strategic financial leadership to fuel your growth.

From forecasting and budgeting to investor readiness, our expert CFO services empower startups and scaling businesses to make smarter, faster financial decisions.

Discover What We Offer

Real Financial Insight for Real Business Decisions

Most accountants provide a profit and loss statement and a balance sheet — and most business owners misinterpret them. The truth is, many accountants aren’t business owners themselves, so their advice often lacks the real-world weight necessary for fast, strategic decisions.

That’s why we created our CFO Services Program: a personalized, data-driven solution built to deliver the financial insight that matters most in your decision-making process — helping you move quickly and confidently at every critical step.

CFO
services

Business Report Card
Business Funding Report
Portfolio Report Card
Budget Actual vs. Budgeted
Audit Specialist

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.

Clarity and Control

Gain a clear view of your business from every angle. This program includes powerful reporting tools and expert analysis designed to uncover strengths, identify gaps, and guide smarter decisions — all in one place.

Business Report Card

Our custom KPI tracking system gives you clarity on your business performance and strategic direction. It’s not just about numbers — it’s about turning insights into actions.
Key Features:
  • Monthly review of your key business metrics
  • Strategic game plan based on data
  • Execution support and accountability
A MacBook Pro displays a "Business Report Card" spreadsheet with sections for income, COGS, expenses, and net totals, organized by previous and current year-to-date, monthly, and total incomes.
A MacBook Pro displays a “Business Funding Report” spreadsheet with sections for client name, income years, W2, business income, capital gains, loan type, notes, debt schedule, payment, and financial statements.

Business Funding Report

The lending world isn’t built with small businesses in mind — so we built a report that is. Our funding report aligns your financials with what lenders need to see, helping you qualify faster and smarter.
Key Features:
  • Pre-approval positioning
  • Pre-compliance checks to avoid surprises
  • Smooth and supported loan closings

Portfolio Report Card

For clients with real estate assets or long-term investments, we document and analyze your portfolio to strengthen your financial story, improve leverage opportunities, and prepare for future exits.
Key Features:
  • Lender-ready documentation
  • Strategy-backed portfolio analysis
  • Exit planning support
A laptop screen displays a table for tracking real estate portfolios, with columns for purchase date, sale date, short-term gains, property address, loan details, costs, rent info, and payment schedules.
A laptop displays a business budget spreadsheet with sections for January, February, and March 2025, each showing rows for approved budget and monthly expenses.

Budget Actual vs. Budgeted

A budget only works if you measure against it. We help you compare your goals with your actuals to encourage financial discipline and smarter planning.
Key Features:
  • Transparent reporting
  • Honest performance tracking
  • Financial habit building

Audit Specialist

Confidence should be earned — not assumed. That’s why we include a second layer of oversight from our audit specialists to ensure your financials are clean, compliant, and protected.
Key Features:
  • Expert review of all key financial reports
  • Proactive compliance checks
  • Added protection and peace of mind
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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