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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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From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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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
1099s When You Hire Help$600 Threshold
DR-15 If You Sell Taxable GoodsFlorida
Registered Agent GuideCompliance
All GuidesBrowse All
PricingMonthly/Annual
TestimonialsReal owners

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

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Outsourcing Processing
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Bank Statement Processing
Smart Categorization
QuickBooks Sync
DR-15 Sales Tax
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Books, Tax-Ready
Financial Reports
1099s When You Hire Help
DR-15 If You Sell Taxable Goods
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Drilling Down and Granular Control in Finance

Drilling Down and Granular Control in Finance

by PAOLA VARGAS | Sep 23, 2024 | Accounting, CPA Workflow

Drilling Down and Granular Control in Finance In accounting and finance, the lack of granular control over a company’s economic information is one of the most underestimated, yet most lethal problems for long-term stability and growth. At a strategic level, having...
How to Identify and Take Advantage of Business Tax Loopholes

How to Identify and Take Advantage of Business Tax Loopholes

by PAOLA VARGAS | Sep 12, 2024 | Accounting, CPA Workflow

How to Identify and Take Advantage of Business Tax Loopholes Federal tax regulations can be intricate, and businesses may miss opportunities to optimize their tax liabilities due to a lack of awareness about existing loopholes. This article, provides a guide on...
Key Strategies to Optimize Business Resources in 2024

Key Strategies to Optimize Business Resources in 2024

by PAOLA VARGAS | Sep 5, 2024 | Business Owners, Strategy

Key Strategies to Optimize Business Resources in 2024 Reducing business costs is a priority for many companies aiming to remain competitive in an increasingly challenging economic environment. Implementing an effective strategy not only improves profitability but also...

Inventory management through expense reports by vendor

by PAOLA VARGAS | Sep 3, 2024 | Accounting, Business Owners, Outsourcing

Inventory management through expense reports by vendor One of the most overlooked yet powerful tools in this process is the use of expense reports categorized by vendor. These reports, which detail the financial transactions with each supplier, can provide insights...

Benefits of Creating a Corporation to Own an LLC

by PAOLA VARGAS | Aug 1, 2024 | Compliance, Florida Compliance, Strategy

Benefits of Creating a Corporation to Own an LLC In the U.S. business environment, the organizational structure can significantly impact operational efficiency, legal responsibilities, and tax advantages. This article will examine the reasons why creating a...
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