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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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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.

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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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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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Annual Financial Reports for CPA | Outsourcing

Annual Financial Reports for CPA | Outsourcing

by PAOLA VARGAS | Sep 17, 2026 | Business Owners

Business Health & Reports How to generate your annual financial reports for your CPA in January Generate annual financial reports for your CPA in January. Learn what to prepare, deadlines, and how to organize your business data step by step. September 2026 9 min...
SDE for Asset-Heavy vs Service-Based Businesses | OP

SDE for Asset-Heavy vs Service-Based Businesses | OP

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

Seller Discretionary Earnings for Small Deals SDE for asset-heavy vs service-based small businesses SDE calculation differs sharply for asset-heavy vs service-based small businesses. Learn the add-back mechanics and adjustments that matter to your valuation. September...
Revenue Concentration Risk: Protect Your Small Business

Revenue Concentration Risk: Protect Your Small Business

by PAOLA VARGAS | Sep 17, 2026 | Strategy

Cash Flow & Planning Revenue concentration: does one client represent too much of your income One client funding your entire business creates major risk. Learn how to assess revenue concentration and build financial resilience for your Florida small September 2026...
SBA Income Calculation: Sole Prop vs LLC | OutsourcingProcessing

SBA Income Calculation: Sole Prop vs LLC | OutsourcingProcessing

by PAOLA VARGAS | Sep 16, 2026 | SBA Brokers

Self-Employed & 1099 Income for SBA SBA income calculation differences for sole proprietors vs single-member LLCs How SBA calculates income differently for sole proprietors vs single-member LLCs. Affects DSCR, guaranty, and deal structure. Read the practical...
Florida Sales Tax Walton County: Rates & Compliance

Florida Sales Tax Walton County: Rates & Compliance

by PAOLA VARGAS | Sep 16, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Walton County: what businesses need to know How to file and calculate Florida sales tax in Walton County. Learn DR-15 filing, exemptions, and county surtax rates for your small business. September 2026 7 min read By Paola Vargas...
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