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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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Outsourcing Processing
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Mortgage
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Post-Tax Season Checklist for Accountants | OutsourcingProcessing

Post-Tax Season Checklist for Accountants | OutsourcingProcessing

by PAOLA VARGAS | Oct 17, 2026 | CPA Workflow

CPA Tools & Automation Post-Tax-Season Checklist: Wrapping Up and Resetting for Q2 Post-tax season checklist for CPAs and accountants. Organize financials, file sales tax returns, reset for Q2, and automate for efficiency. October 2026 13 min read By Paola Vargas...
Seller Financing Terms for Small Business Purchase

Seller Financing Terms for Small Business Purchase

by PAOLA VARGAS | Oct 17, 2026 | M&A Buyers

Earnouts, Seller Notes & Deal Structure Seller financing in a small business purchase: typical terms Learn typical seller financing terms in small business purchases: rate, term, personal guarantee, and how to structure security. Practical guide for buyers October...
Proof of Cash vs Quality of Earnings | Outsourcing

Proof of Cash vs Quality of Earnings | Outsourcing

by PAOLA VARGAS | Oct 17, 2026 | M&A Buyers

Proof of Cash & Revenue Verification Proof of cash vs a full quality of earnings report Proof of cash and full QoE reports serve different roles in M&A due diligence. Learn when each makes sense for your acquisition. October 2026 10 min read By Paola Vargas...
FL Sales Tax Santa Rosa County Guide | OutsourcingProcessing

FL Sales Tax Santa Rosa County Guide | OutsourcingProcessing

by PAOLA VARGAS | Oct 17, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Santa Rosa County: what businesses need to know Learn Florida sales tax rules for Santa Rosa County: what’s taxable, the rate structure, DR-15 filing steps, and common mistakes small businesses make. October 2026 8 min read...
EBITDA Add-Back Examples: Buyers Accept & Reject

EBITDA Add-Back Examples: Buyers Accept & Reject

by PAOLA VARGAS | Oct 17, 2026 | M&A Buyers

EBITDA Multiples & Valuation Basics EBITDA add-back examples buyers accept and reject See which EBITDA add-backs buyers accept, which they reject, and why. Practical examples that define normalized earnings in M&A. October 2026 9 min read By Paola Vargas...
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