Swifton

Financial leadership and support to grow your business

Swifton CFOs is a firm dedicated to your evolving business, making it affordable to have a valued financial partner focused on your profitability.

Professional Services

Equity/debt fundraising
Financial projections and resource planning
Strategic consultation to management and the BoD
Strategic cash flow planning
Decision support: Pricing, profitability analysis
Business analysis through reporting and metrics

Financial statements, reporting packages and review
Equity accounting and shareholder management
Cash management
Grant accounting
Tax-related support
Bookkeeping

Office management and coordination
Compensation planning and analysis
Connections with local professional service firms and facilitators
Contract review
Insurance and risk assessment
Employee payroll and benefits review and management

Dave of SwiftonCFOs is extremely knowledgeable and experienced in financial markets and strategy. He is patient and thorough in explaining information. He is very personable and is not satisfied until you are comfortable with what is transpiring. Would recommend him to anybody looking to create a financial plan.

This is the signature

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla egestas massa sed dolor facilisis, ac commodo tortor ultrices. Morbi sit amet risus cursus, tempor lectus at, viverra ex. Cras vulputate eleifend nulla, non efficitur urna accumsan ac. Maecenas bibendum mollis massa, in venenatis dui suscipit et. Phasellus ultricies augue eu urna sollicitudin maximus. Mauris vel iaculis urna. Integer vel leo pellentesque, cursus nunc in, congue ligula.

This is the signature

Our Clients

Our clients range from pre-revenue startups to later stage privately held companies. Specific examples of how our expertise could help your business succeed include:

Develop a plan and implement a Board of Advisors — key industry leaders to add credibility and drive traffic
Create a revenue model that is sustainable and marketable for investors
Prepare for investment and drive the search for funding sources (private investors, angels, and venture capitalists)

Drive the development of the business plan, especially the financial projections and documentation required
Formation of agreements/contracts with collaborators, vendors, and clients/customers
Set-up accounting tracking and reporting systems, including bookkeeping, formalizing your financial record keeping and providing a framework to keep you organized