786-204-2881
786-204-2881
Free Month

GLOBAL 10X REPORT

This Swiftbooks Service is for clients with businesses who are ready to excel. With the Global 10x Report, your business will get Quarterly Reviews, Quarterly Company Analysis, and Quarterly KPI Reports.

GET STARTED NOW!

Long Term master plan

Investment Cycle
Fast Track
Passive Income
Initial Investment
10X
Cycle 1
5 Years
10 Years
$100,000.00
$1,000,000.00
Cycle 2
10 Years
20 Years
$1,000,000.00
$10,000,000.00
Investments
Life Cycle
Buy
Gain Value
Get Loan (Tax Free)
Stock
5-20
$100,000.00
$1,000,000.00
$700,000.00
Crypto
5-20
$100,000.00
$1,000,000.00
$700,000.00
Bond
1-10
$100,000.00
$1,000,000.00
$700,000.00
Corp Bond
1-10
$100,000.00
$1,000,000.00
$700,000.00
Real Estate
5-20
$100,000.00
$1,000,000.00
$700,000.00
Business
5-20
$100,000.00
$1,000,000.00
$700,000.00
$4,200,000.00

Global 10X Report services

Global Report

Something we get stuck looking at one aspect of our financial life when what we should be doing is looking at things from a global perspective. You assets, liabilities, investment and plans have to be evaluated using a global perspective to fine tune the decision making and to maximize your ROI.

LEARN MORE

Budget vs. Actual

Understanding what you should spend or save is vital to decision making. Taking a deep dive into what the planned expenses are vs what the actual expenses are we can make sure that your decision making is based on what is best for the company and its futures. Eliminating the emotional response to spending money. 

LEARN MORE

funding Report

So often we are blind to what our options are. That is why the funding report provides you with an insight into what you qualify for and helps determine your financial strategy. Knowing if you qualify to buy a business, get working capital, start a new business or buy commercial real estate is vital to 10x you investments in under 10 years.

LEARN MORE

Personal Financials

Key Performance Indicator (KPI) – Measure business results are crucial to your success and that is why we provide these metric so that you may walk down the right path. Be able to measure your decision making and make adjustments when needed. 

LEARN MORE

Strategy Meeting

Putting this master plan all by yourself is not advisable. You should always secure your team and the most important component is accountant and attorney. These individuals will provide you with necessary knowledge to make the correct decision and go down the right path. Time is so valuable and no amount of money can buy it back. 

LEARN MORE

Consulting

It is easy to plan for all these successes but when you have to make a real decision it helps to have the information. That is why we give consultations based on asset acquisition and taking on liability. We sit evaluate the decision in front of you using facts and taking into account the global perspective of decision making.

LEARN MORE
  • Strategy

Management Company

A high-level entrepreneur should understand that strategy is everything when seeking true and sustainable success. That is why we recommend building the management company over time so you can strategically use your earnings and build a team of individuals that will help sustain your growth.

Consulting

Sometimes we don’t have all the answers. That is why we implemented consulting features so that all those problem questions can find a solution with strategy behind it, allowing you to maximize the potential of each decision. Every decision, good and bad, adds up.

Acquisitions

The world is changing, and assets are starting to look different. Going forward, business acquisitions will become as common as real estate did in the late 1900s. That is why you must prepare to take advantage of the most powerful income generator in 21st-century business ownership.

Loans Liaison Program

So often, we start the loan process blind to the true difficulties that lie ahead. That is why we created the Liaison Program, so one of the most important decisions you can make is to get clear of all the obstacles and walk to the finish line. It is time for you to be in control of your finances, not the bank.
  • Operations

Corporate Structure

When we start a business, so few think about the long-term plan for their career. Business ownership is often abrupt and lacks true planning. Living in America, we have tax laws that, if used correctly, can increase your lifetime earnings. That is why corporate structure should be done right from the beginning. Don’t wait until it is too late.

Management Company

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Agreements

All businesses need the proper agreements to maintain balance within their structure. Many important issues get solved when you discuss agreements like Partnership Agreements, Operational Agreements, and Management Agreements. Starting right in a business means you have a greater possibility of achieving success. Plan well.
  • Accounting

Global Financial

Sometimes we get into more than we can handle, and clarity is key in keeping your sanity. That is why we created the Global Financial Report so that you can clearly see through certain objectives and your companies but, more importantly, how you overall are doing financially. Don’t allow bad moments to sneak up on you; be prepared.

Credit Monitoring

We sometimes forget that we have a responsibility when it comes to our business and personal credit. It is a major part of the strategy, and that is why we monitor credit on a monthly basis to keep the integrity of the report so when you want financing, you don’t run into difficulty. Be ready for the unknown.

Funding Report

To provide you with a clear-cut picture of your choices, we provide you with a quarterly report showing what you qualify for. We cover SBA loans, Home Loans, Primary, Second and Investment Homes, Planes, Construction Loans, Stock Loans, Crypto Loans, and Cross Collateral Loans. We move like accountants and think like bankers.

Personal Wealth

Life sometimes throws so much at us that it is difficult to get a clear picture of that age-old question: what am I worth? To the world, your priceless contribution cannot be measured in dollars, but when it comes to finances, you should have a clear-cut picture so that when you have to make financial decisions, you can think a couple of steps ahead.
Money Map

Money Map

Over and over again, business owners just spend money. It drives accountants and bankers crazy. Why would you lend money to someone who is careless and misappropriates? That is why we must show a strong front by planning these transfers and allocating the funds to the right places so that it meets our long-term strategy needs. If you can’t think big, how do you become big?
  • Real Estate Professional Program

Real Estate Activity Tracking

When it comes to strategy, one of the best is the real estate profession, which requires you to spend 750 hours per year and 50% of your working schedule in the real estate profession. This all has to be performed while keeping meticulous records of your day-to-day activity. That is why our team does it for you. Sit back, live your life, and we will plan an effective schedule to maximize your tax savings.

Passive Activity Tracking

Court cases matter most to accounting professionals because so many areas are gray, but court cases turn theories into black-and-white concrete analysis of the subject matter. That is why we track your passive hours as well. Yes, we prove with the real estate professional program that you accomplished your hours, but to go the extra mile, we must prove where you spend the rest of your time. We must cover 100% of your working hours so the IRS won’t penalize you.

Get the operational, control, and tax compliance perspectives that all small business needs today. Our first conversation will save you money, we promise.

Services

Information

Contact

© Copyright 2024 Swift Books. All Rights Reserved.