How It Works
Empower Your Business to Thrive
Focus on core business growth
Make data-driven decisions quickly
Scale operations efficiently
Plan for long-term success
Solutions
Automate and gain real-time insights to unlock smarter decisions and scalable growth
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
Services
CFO Service
CFO
Global CFO Services
$1,250
Our CFO Services are designed to provide you with high-level financial guidance tailored to your business goals. Acting as an extension of your team, we help you make informed decisions, plan ahead, and stay in control of your financial future. This is our core solution, enhanced by complementary services based on your specific needs.
- Business Report Card
- Business Funding Report
- Portfolio Report Card
- Budget: Actual vs. Budgeted
- Audit Specialist
RSP
Real Estate Professional Program
$750
RSP is crafted for real estate professionals who need specialized bookkeeping, tax optimization, and strategic structure. From commission tracking to entity planning, we bring clarity to your numbers and maximize your cash flow.
- Real Estate Time Tracking
- Passive Activity Time Tracking
- Real Estate Report
- Passive Report
- Quarterly Compliance Test
- Yearly Compliance Test
IDD
Investor Due Diligence
$750
IDD supports investors and buyers with detailed financial reviews, clean-ups, and risk assessments before any deal closes. Know exactly what you're getting into and avoid surprises with our hands-on financial due diligence.
- Create Exit Strategy
- Run Investor Due Diligence Quarterly
- Create IDD Report
- LIAS (For Sale Business or Investor Onboarding)
Build-Up Services
Build-Up
CORP
$250
Build Up Basic – Corp gives you access to essential financial services designed to keep your business compliant and organized. With a dedicated Tax Accountant and Senior Bookkeeper, you receive accurate monthly financials and the preparation of both business and personal taxes. It's the perfect solution for entrepreneurs looking to stay on top of their numbers without overcomplicating the process.
- Tax Accountant
- Senior Bookkeeper
- Business Taxes
- Personal Taxes
- Monthly reconciliation
Build-Up HOLDING
$750
Build Up Holding goes beyond the basics by adding strategic asset tracking and protection. With the same core financial team, this package introduces a holding structure that separates liability from ownership, helping you reduce risks and maximize tax efficiency. It's the ideal solution for business owners and investors ready to protect their wealth and plan for the long term
- Tax Accountant
- Senior Bookkeeper
- Business Taxes
- Personal Taxes
- Monthly Reconciliation
- Assets Tracking
Build-Up MANAGEMENT
$1,500
Scale with control.
Build Up Management is your high-level solution for centralized operations and strategic growth. In addition to expert financial support and asset protection, this package includes a full management agreement and ongoing management maintenance. By overseeing all business activities through one management entity, you gain the structure, talent, and flexibility needed to unlock new opportunities and elevate your enterprise.
- Tax Accountant
- Senior Bookkeeper
- Monthly Financial
- Business Taxes
- Personal Taxes
- Management Agreement
- Management Maintenance
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
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.
