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

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Your Information

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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
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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
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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
ACCOUNTING SERVICES AGREEMENT
This Accounting Services Agreement is entered into by and between the following parties:
Service Provider:
SwiftBooks, LLC
Address: 13727 SW 152 ST #1209 Miami 33177
Email: danny@swiftbooks.ai
(Provider)
Client:
Company Name:
Client Name:
Client Address:
Client Email:
(Client)

1. Scope of Services

Provider agrees to perform the accounting and financial services selected by the Client at the time of purchase. Such description includes the applicable scope, pricing, and service category, including Foundation, Growth, Scale & Exit, or REP programs.

2. Term

This Agreement will commence on the Effective Date and continue until terminated by either party with thirty (30) days' written notice.

3. Fees and Payment

3. Client shall pay the fees set forth in the applicable Package.

4. Confidentiality

Both parties agree to maintain the confidentiality of all proprietary or confidential information exchanged during the term of this Agreement.

5. Limitation of Liability

Provider's total liability for any claim arising under this Agreement shall not exceed the total amount paid by the Client for Services in the six (6) months preceding the event giving rise to the claim.

6. Independent Contractor

Provider is an independent contractor and not an employee, agent, or partner of the Client.

7. Termination

Either party may terminate this Agreement by providing thirty (30) days' written notice. Client will pay for all work performed up to the effective date of termination.

8. Entire Agreement

This Agreement and its Appendices constitute the entire understanding between the parties and supersede any prior agreements or understandings.

9. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Florida.

Choose Payment Method:

Credit Card Payment
I authorize SwiftBooks to charge my credit card for the monthly services as per the selected package.
Bank Transfer (ACH)
I will provide my company information for invoicing. SwiftBooks will send invoices to the company address.
Client Signature (Type your full name): *
Date: *
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Package
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Agreement
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Details

Order Summary

Package: Foundation CFO
Payment Method: Credit Card
Total: $2,050/mo

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