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Pre-Close Automation

Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
Smart Transaction Categorization
Every transaction categorized automatically and mapped to the correct Schedule C line — not just a label.
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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Tax & Compliance

DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
Bank ReconciliationMulti-account
Balance SheetAssets & equity
PricingBy caseload

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For CPAs & Firms
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From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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Qualifying Income Calculator

Mortgage
Self-employed income from real bank statements — a check against the GSE 1084 calculation.
SBA
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.

BANKING INSIGHTS

Commingling Splitter1 Click Split
Subscription & Fee RadarTrack Fees
Receipt MatcherAudit Prep
Cash Pulse DashboardLive View
Books, Tax-ReadyNo Bookkeeper
Financial ReportsP&L + Balance Sheet
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Stop Paying for a Reminder
Your accountant shouldn't charge you to tell you a license is expiring. See what the Compliance Hub actually does.
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For Specific Situations

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.

For Business Owners

Running Your Business
Plain-language posts on Florida compliance, taxes, and the paperwork no one explains to you.
Florida Compliance FAQ
Direct answers — what a registered agent actually does, when DR-15 applies, what SunBiz wants every year.

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CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
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What a Registered Agent Actually Does
It's not a lawyer, and you don't need to pay $100/year for someone else to be it. Here's the real requirement.
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Outsourcing Processing
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Earnout Accounting Disputes: Prevention & Resolution

Earnout Accounting Disputes: Prevention & Resolution

by PAOLA VARGAS | Oct 20, 2026 | M&A Buyers

Earnouts, Seller Notes & Deal Structure How accounting disputes derail an earnout, and how to prevent them Earnout accounting disputes kill deals. Learn the specific calculation methods, GAAP assumptions, and dispute-prevention checklists buyers use to protect...
J-1 Visa Taxes 2026: Complete Guide for W-2 Workers

J-1 Visa Taxes 2026: Complete Guide for W-2 Workers

by PAOLA VARGAS | Oct 20, 2026 | J-1 Visa Taxes

J-1 Visa Taxes J-1 Visa Taxes 2026: What W-2 Workers Owe, Get Back and How to File Do J-1 visa holders pay taxes? Learn residency status, forms, FICA, state taxes and how to file a J-1 tax return, plus a free refund calculator. October 2026 9 min read By Paola Vargas...
Match Bank Deposits to Revenue | Outsourcing Processing

Match Bank Deposits to Revenue | Outsourcing Processing

by PAOLA VARGAS | Oct 20, 2026 | M&A Buyers

Proof of Cash & Revenue Verification Matching deposits to reported revenue, month by month Verify revenue authenticity by matching bank deposits to reported sales, month by month. Essential QoE technique for acquisition due diligence. October 2026 9 min read By...
Florida Sales Tax Painter Businesses | Guide

Florida Sales Tax Painter Businesses | Guide

by PAOLA VARGAS | Oct 20, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax for painter businesses: what actually gets taxed What gets taxed when you run a painter business in Florida? Learn which services and materials are taxable, how to file DR-15, and common mistakes. October 2026 7 min read By Paola...
H2 Revenue Forecast Small Business | OutsourcingProcessing

H2 Revenue Forecast Small Business | OutsourcingProcessing

by PAOLA VARGAS | Oct 20, 2026 | Strategy

Cash Flow & Planning How to build a realistic H2 2027 revenue forecast for your business Build an H2 revenue forecast for your small business: keep sales tax out of revenue, model three scenarios, and plan around the cash you actually receive. October 2026 7 min...
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