Financial Freedom for Visionaries
CFO Services for Ambitious Entrepreneurs
Next-Gen CFO services blending 20+ years of financial expertise with cutting-edge tools. We craft tailored strategies for exponential growth, providing real-time insights and monthly reports. Free your vision from financial complexity!
The Challenge
Focus on core business growth
Make data-driven decisions quickly
Scale operations efficiently
Plan for long-term success
Our Solution
Automating financial processes with AI precision
Providing real-time, actionable financial insights
Offering expert CFO guidance tailored to your vision
Creating scalable financial strategies for sustainable growth
What Sets Us Apart
Human-AI Synergy
Blend of AI precision and human expertise for unparalleled financial guidance
Visionary Approach
Forward-thinking strategies that turn financial hurdles into growth opportunities
Tailored Solutions
Customized financial management aligned with your unique business goals
Empowerment Focus
Equipping you with knowledge and tools for confident financial decision-making
Ethical Foundation
Unwavering commitment to integrity and your business's best interests
How It Works
Discovery & Analysis
We dive deep into your business, understanding your unique challenges and aspirations.
Custom Strategy Development
Our team crafts a tailored financial management plan aligned with your goals.
AI-Powered Implementation
We deploy our cutting-edge AI tools to automate and optimize your financial processes.
Real-Time Monitoring & Insights
Access our intuitive dashboard for up-to-the-minute financial data and actionable insights.
Expert Guidance & Support
Receive ongoing strategic advice and support from our seasoned financial experts.
Continuous Optimization
We consistently refine our approach, ensuring your financial strategy evolves with your business.
Our Services
Build-Up
- Tax Accountant
- Senior Bookkeeper
- Jr Bookkeeper
- Audit Specialist
- Monthly Financial
- Business Taxes
- Personal Taxes
CFO Program
- Financial Planning
- Business Report Card
- Business Funding Report
- Budget Analysis
Global Report
- Personal Funding Report
- Consulting
- Person Wealth Report Card
- Proactive Loan Program
- Management Structure
- Management Agreement
- Management Maintenance
- Portfolio Tracking
- Real Estate Time Tracking
- Real Estate Passive Time Tracking
- Real Estate Report
- Passive Report
IDD
- Investor Due Diligence Package Set Up
- Investor Due Diligence Package Maintenance
CFO Global Services
$2,750
What’s Included:
- Global Financial
- Funding Report
- Personal Wealth
- Proactive Loan Program
- Consulting
The Real Estate Professional
$3500
What’s Included:
- Real Estate Time Tracking
- Real Estate Passive Time Tracking
- Real Estate Report
- Passive Report
Management Solution
$3,500
What’s Included:
- Management Structure
- Management Agreement
- Management Maintenance
CFO 360 Solutions
$4250
What’s Included:
- Accounting Software
- Dedicated Accounting Team
- Monthly Financial
- Personal Taxes
- Business Taxes
Success Stories
“Tech Startup Accelerates Growth”
Swiftbooks.ai transformed our financial strategy, helping us secure $2M in funding and scale operations by 300% in just 18 months.
Sarah J.
"Real Estate Empire Expands"
Michael R.
“E-commerce Brand Achieves Profitability ”
With Swiftbooks.ai’s guidance, we turned our struggling business around. We’re now profitable and expanding into new markets.
Emma L.
“Multi-National Corporation Streamlines Finances”
Managing finances across borders was a nightmare until we partnered with Swiftbooks.ai. Now, we have clear insights and strategic control.
David T.
Our Expert Team
David T.
20+ years in corporate finance and entrepreneurial ventures. Expert in growth strategies for startups and SMEs.
Jane Smith, Ph.D.
Pioneer in applying machine learning to financial forecasting. 15 years experience in fintech innovation.
Michael Johnson, CFA
Specialist in funding strategies and portfolio management. Former VC with a track record of successful exits.
Sarah Brown, EA
10+ years optimizing tax positions for high-growth companies and real estate investors.
Transform Your Financial Future Today
- Free up to 20 hours a week typically spent on financial management
- Gain real-time insights to make data-driven decisions confidently
- Access expert CFO guidance at a fraction of the cost of a full-time hire
- Leverage AI-powered tools to automate and optimize your finances
- Scale your business with tailored strategies for sustainable growth
Contact
- 786-204-2881
- info@swiftbooks.ai
-
12150 SW 128th Ct
Suite 221
Miami, FL, 33186
