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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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DR-15 Sales TaxFlorida
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
Subscription & Fee RadarTrack Fees
Receipt MatcherAudit Prep
Cash Pulse DashboardLive View
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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Running Your Business
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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February Report Before March 15 | OutsourcingProcessing

February Report Before March 15 | OutsourcingProcessing

by PAOLA VARGAS | Sep 22, 2026 | Accounting

CPA Collaboration & Handoff How to prepare your February report before the March 15 deadline Prepare your February sales tax report before March 15. Learn the DR-15 filing process and common mistakes Florida small-business owners make. September 2026 7 min read By...
12 vs 24 Months 1099s Qualifying Income | Outsourcing Processing

12 vs 24 Months 1099s Qualifying Income | Outsourcing Processing

by PAOLA VARGAS | Sep 21, 2026 | Mortgage Brokers

1099 & Gig Income Loans How 12 vs 24 months of 1099s change qualifying income — for a high-LTV file High-LTV 1099 files hinge on which lookback period your investor requires. Compare 12 vs 24-month documentation and calculation methods to qualify borrowers...
Outsource Bookkeeping vs Hire Bookkeeper | OutsourcingProcessing

Outsource Bookkeeping vs Hire Bookkeeper | OutsourcingProcessing

by PAOLA VARGAS | Sep 21, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping vs Hiring a Junior Bookkeeper: Cost and Tradeoffs Compare outsourced bookkeeping to hiring staff. Explore costs, tradeoffs, and workflow integration to scale your back office efficiently. September 2026 7 min read By...
Tax Season Prep Checklist for CPA Firms | OutsourcingProcessing

Tax Season Prep Checklist for CPA Firms | OutsourcingProcessing

by PAOLA VARGAS | Sep 21, 2026 | CPA Workflow

CPA Tools & Automation Tax Season Prep Checklist for CPA Firms A practical tax season prep checklist for CPA firms managing Florida small-business clients. Organize data, verify compliance, reduce errors. September 2026 12 min read By Paola Vargas Updated...
Asset Depletion & Qualifying Income | Outsourcing Processing

Asset Depletion & Qualifying Income | Outsourcing Processing

by PAOLA VARGAS | Sep 21, 2026 | Mortgage Brokers

Asset Depletion Loans How asset depletion converts a balance into qualifying income — for a high-LTV file How asset depletion converts savings and non-liquid assets into qualifying monthly income for high-LTV Non-QM borrowers seeking mortgage approval. September 2026...
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