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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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DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
Bank ReconciliationMulti-account
Balance SheetAssets & equity
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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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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.
Florida Compliance FAQ
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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Adjusted EBITDA in Small Business Acquisitions | Outsourcing Processing

Adjusted EBITDA in Small Business Acquisitions | Outsourcing Processing

by PAOLA VARGAS | Aug 27, 2026 | M&A Buyers

EBITDA Normalization & Adjusted EBITDA What adjusted EBITDA really means in a small business acquisition Learn what adjusted EBITDA really means for your acquisition—how add-backs work, which adjustments hold up, and the red flags buyers miss most. August 2026 9...
Owner Draws Before Year-End | OutsourcingProcessing

Owner Draws Before Year-End | OutsourcingProcessing

by PAOLA VARGAS | Aug 27, 2026 | Accounting

Transaction Reports & Data Organization How to document owner draws correctly before year-end Learn how to document owner draws correctly before year-end in Florida. Step-by-step guidance to keep your records clean and tax-ready for your CPA. August 2026 9 min...
Reject Projected Financials: SBA Lender Red Flags

Reject Projected Financials: SBA Lender Red Flags

by PAOLA VARGAS | Aug 26, 2026 | SBA Brokers

SBA Form 1919 & Cash Flow Projections Common reasons SBA lenders reject a borrower projected financials Learn why SBA lenders reject borrower projected financials and how to structure DSCR files that clear underwriting. Real rejection patterns. August 2026 11 min...
Tell Clients Bookkeeping Is Outsourced | OutsourcingProcessing

Tell Clients Bookkeeping Is Outsourced | OutsourcingProcessing

by PAOLA VARGAS | Aug 26, 2026 | Uncategorized

Business Process Outsourcing How to Introduce Outsourced Bookkeeping to Clients Without Losing Trust Learn how to introduce outsourced bookkeeping to clients while maintaining trust and transparency in your back-office operations. August 2026 8 min read By Paola...
2-Year Cash Flow Projection | SBA Underwriting | OutsourcingProcessing

2-Year Cash Flow Projection | SBA Underwriting | OutsourcingProcessing

by PAOLA VARGAS | Aug 26, 2026 | SBA Brokers

SBA Form 1919 & Cash Flow Projections Building a 2-year cash flow projection that survives SBA underwriting review Build a 2-year cash flow projection that passes SBA underwriting. Learn exact mechanics, real-world traps, and a working checklist for 7(a) and 504...
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