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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
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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
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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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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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SBA Broker Fee Benchmarks | Commission by Loan Size

SBA Broker Fee Benchmarks | Commission by Loan Size

by PAOLA VARGAS | Sep 28, 2026 | SBA Brokers

Broker Commission & Success Fees SBA broker fee benchmarks by loan size and industry What SBA brokers earn varies by loan size, program, and industry. Understand realistic fee benchmarks and how lenders structure commissions for 7(a) and 504 September 2026 9 min...
Form 1065 March 15 Deadline | Partnership Tax Guide

Form 1065 March 15 Deadline | Partnership Tax Guide

by PAOLA VARGAS | Sep 28, 2026 | Tax Updates

Schedule C & Annual Tax March 15 partnership tax deadline: is your Form 1065 ready March 15 deadline for Form 1065 partnership returns explained. Step-by-step filing guide for Florida small business partners. September 2026 9 min read By Paola Vargas Updated...
Broker Fee Agreements for SBA Deals | OutsourcingProcessing

Broker Fee Agreements for SBA Deals | OutsourcingProcessing

by PAOLA VARGAS | Sep 28, 2026 | SBA Brokers

Broker Commission & Success Fees Broker fee agreements — what should be in writing before working an SBA deal Document broker fees in writing before closing any SBA 7(a) or 504 deal. Covers guaranty-based splits, success fees, and critical language to protect both...
Solo CPA Outsourced Bookkeeping Scale | OutsourcingProcessing

Solo CPA Outsourced Bookkeeping Scale | OutsourcingProcessing

by PAOLA VARGAS | Sep 28, 2026 | Uncategorized

Business Process Outsourcing How Solo CPA Practitioners Scale Up Using Outsourced Bookkeeping Solo CPAs scale faster with outsourced bookkeeping. Learn how BPO strategy frees capacity for client growth and profitability without hiring overhead. September 2026 9 min...
Financial Reports for CPA Meetings | OutsourcingProcessing

Financial Reports for CPA Meetings | OutsourcingProcessing

by PAOLA VARGAS | Sep 28, 2026 | CPA Workflow

CPA Tools & Automation How to Use Automated Financial Reports in CPA Client Meetings Master automated financial reports for CPA client meetings. Organize data, spot discrepancies, and lead confident conversations with your accountant. September 2026 10 min read By...
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