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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
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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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Tax UpdatesIRS & FL DOR
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Collateral Shortfalls in SBA Deals | Positioning Tips

Collateral Shortfalls in SBA Deals | Positioning Tips

by PAOLA VARGAS | Oct 4, 2026 | SBA Brokers

SBA Loan Approval Readiness Collateral shortfalls — how brokers position SBA deals when collateral is thin How SBA loan brokers position deals when collateral is thin or absent. Calculate DSCR, organize cash flow data, and strengthen marginal files before lender...
Florida Sales Tax in Pasco County | OutsourcingProcessing

Florida Sales Tax in Pasco County | OutsourcingProcessing

by PAOLA VARGAS | Oct 4, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Pasco County: what businesses need to know Florida sales tax in Pasco County explained for small businesses. Learn how state and county rates work, DR-15 filing, and common filing mistakes. October 2026 7 min read By Paola Vargas...
Credit Score Thresholds & SBA Approval | OutsourcingProcessing

Credit Score Thresholds & SBA Approval | OutsourcingProcessing

by PAOLA VARGAS | Oct 4, 2026 | SBA Brokers

SBA Loan Approval Readiness How credit score thresholds actually affect SBA loan approval odds How credit score thresholds actually affect SBA loan approval odds. Understand what lenders require and when marginal scores derail deals. October 2026 10 min read By Paola...
Michigan business taxes expansion guide | OutsourcingProcessing

Michigan business taxes expansion guide | OutsourcingProcessing

by PAOLA VARGAS | Oct 4, 2026 | Compliance

Multi-State Expansion Michigan business taxes: expansion guide from Florida Expanding your Florida business to Michigan? Learn the tax structure, filing requirements, and key differences before you move into the new state. October 2026 10 min read By Paola Vargas...
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Manage April 15 Rush CPA | OutsourcingProcessing

by PAOLA VARGAS | Oct 4, 2026 | CPA Workflow

CPA Tools & Automation How to manage the April 15 rush without burning out your team Control the April 15 rush as a CPA or business owner. Organize transactions, automate workflows, protect your team—without burning out before summer. October 2026 10 min read By...
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