Swiftbooks.ai
Swiftbooks.ai

CFO Services

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

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A laptop screen displays a "Business Report Card" from Swiftbooks, showing tables with sections for income, cost of goods sold (COGS), and expenses for various time periods.
A laptop screen displays a “Funding Report Business” spreadsheet by Swiftbooks, with columns for names, income years, W2, business income, capital gains, total, loan type, status, approval status, debt schedule, debt amount, and payment.

Business Funding Report

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Portfolio Report Card

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A laptop screen displays a portfolio spreadsheet with columns for property details, purchase info, costs, sales, and profit calculations. The template features a dark header and light rows for data entry.
A MacBook Pro displays a business budget template with sections for approved budget and monthly expenses, each containing columns for description and amount. The template has a blue and peach color scheme.

Budget Actual vs. Budgeted

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Audit Specialist

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A laptop screen displays a webpage with the text "GET YOUR OWN AUDIT ESPECIALIST" alongside a smiling woman. Below, there is a section titled "Perfil profesional" with placeholder text in Latin.

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
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

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