Here's what you get:

↗

Horizon Finance Planning

See 12–18 months ahead, not just last month.

Capital Facilitation

We secure the loans — not just advise.

✓

Wealth Building Execution

Tax strategies implemented, not just recommended.

⚙

Stage-Specific Infrastructure

Right-sized for your revenue, ready for growth.

Get Started

Choose your stage

Select the CFO package that matches your current revenue. We'll build your financial infrastructure from there.

Your Information

First Name

Last Name

Email Address

Phone Number

Company Name

Select Your CFO Package

Foundation $500K–$1M

Clean books, optimized entities, basic CFO strategy

Includes: Bookkeeping + Tax + CFO Services

$2,050

/month

Growth $1M–$5M

Strategic capital access, wealth building, forecasting

Includes: Bookkeeping + Tax + CFO Services

$3,600

/month

Scale $5M–$10M

Multi-entity operations, major capital, acquisition readiness

Includes: Bookkeeping + Tax + CFO Services

$6,700

/month

Exit $10M–$20M

Investor due diligence, exit preparation, wealth preservation

Includes: CFO Services + IDD Program

$12,400

/month

Optional Add-ons

✓

REP Basic Program

Real Estate Professional status qualification & maintenance

+$500/mo

✓

REP with Property Management

Full REP program plus complete property management services

+$3,000/mo

✓

Investor Due Diligence (IDD)

Investor-ready documentation & portfolio valuation support

+$1,500/mo

Promo Code

Order Summary

Foundation CFO

Bookkeeping + Tax + CFO

$2,050/mo

Monthly Total

$2,050 /mo

No long-term contracts. Cancel anytime.

Here's what you get:

→

Horizon Finance Planning See 12-18 months ahead, not just last month

Capital Facilitation We secure the loans—not just advise

✓

Wealth Building Execution Tax strategies implemented, not just recommended

⚡

Stage-Specific Infrastructure Right-sized for your revenue, ready for growth

🔒 Secure Checkout

✓ Cancel Anytime

🏦 swiftbooks.ai

ACH/Credit Card Authorization Form

Your name (as it appears on YOUR Bank/credit card):

Your address
(exactly as it appears on your Bank/credit card's billing statement):

Bank Name:

Routing Number: Account Number:

Please check one of the following:

Amex

Visa

Master

Discover

Card Number:

Expiration date:

CVV/3-digit verification code:

Amount authorized:

Date:

Your contact number:

Authorized signature:

I agree to pay the above charges according to the card issuer's agreement. I understand that my information will be saved to file for further transactions on my account. I agree that the above charges are a result of this agreement. I understand and agree that all information will be used solely to initiate a one-time ACH debit or credit entry to my account and will NOT be used for any other purpose. I authorize the use of the above information for such purpose and acknowledge that all ACH transactions I authorize will comply with all applicable law.