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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
Smart Transaction Categorization
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QuickBooks Online Sync
Processed transactions post directly to the client's QuickBooks ledger via Intuit's official API. No export, no import.
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1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
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Qualifying Income Calculator

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Self-employed income from real bank statements — a check against the GSE 1084 calculation.
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Cash flow add-backs and DSCR analysis for SBA advisors — not just a payment calculator.
M&A
Seller discretionary earnings, verified against the seller's actual bank deposits.

Compliance Hub

Compliance Checklist
Answer five quick questions and get the exact list of documents your business needs in Florida.
Document Reader & Renewal Alerts
Upload your insurance, license, or registration. We read the expiration date and remind you before it lapses.
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Understand What You Owe
Plain-language explanations of sales tax, income tax, and self-employment tax — and why each one applies to you.

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Commingling Splitter1 Click Split
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Receipt MatcherAudit Prep
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Books, Tax-ReadyNo Bookkeeper
Financial ReportsP&L + Balance Sheet
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Immigration Sponsors
I-864 income evidence, built from your already-filed tax return — skip the $500 accountant letter.
Forensic / Legal
Reconstruct real income from bank records for a divorce or legal case — every adjustment shown, defensible in court.

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Schedule C Lines Explained | Outsourcing Processing

Schedule C Lines Explained | Outsourcing Processing

by PAOLA VARGAS | Jul 17, 2026 | Tax Updates

Schedule C & Annual Tax IRS Schedule C lines explained: what goes where on your return Master Schedule C lines for your Florida business. Learn what income, expenses, and deductions go where on your annual tax return. July 2026 12 min read By Paola Vargas Updated...
How to Migrate a Client From Spreadsheets Without Losing History

How to Migrate a Client From Spreadsheets Without Losing History

by PAOLA VARGAS | Jul 16, 2026 | Accounting

CPA Tools & Automation How to Migrate a Client From Spreadsheets Without Losing History Moving a client’s books off spreadsheets risks losing years of history if it is rushed. Here is how to do it without that risk. July 2026 4 min read By Paola Vargas...
How to Automate 1099 Tracking Throughout the Year

How to Automate 1099 Tracking Throughout the Year

by PAOLA VARGAS | Jul 16, 2026 | Accounting

CPA Tools & Automation How to Automate 1099 Tracking Throughout the Year 1099 prep does not have to be a January scramble. Here is how tracking contractor payments automatically all year changes the process. July 2026 4 min read By Paola Vargas Updated July 24,...
How API Integrations Fit Into a CPA Firm Software Stack

How API Integrations Fit Into a CPA Firm Software Stack

by PAOLA VARGAS | Jul 16, 2026 | Accounting

CPA Tools & Automation How API Integrations Fit Into a CPA Firm Software Stack API integrations connect a firm’s tools together, but they need real evaluation before adoption. Here is what actually matters. July 2026 4 min read By Paola Vargas Updated July...
How to Automate a Month-End Close Checklist for Clients

How to Automate a Month-End Close Checklist for Clients

by PAOLA VARGAS | Jul 16, 2026 | Accounting

CPA Tools & Automation How to Automate a Month-End Close Checklist for Clients A month-end close that depends on memory is fragile. Here is how automating the checklist itself makes the process more reliable. July 2026 4 min read By Paola Vargas Updated July 24,...
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