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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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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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Pre-April 15 CPA Client Messaging | Outsourcing Processing

Pre-April 15 CPA Client Messaging | Outsourcing Processing

by PAOLA VARGAS | Oct 2, 2026 | CPA Workflow

CPA Advisory & Growth Pre-April 15 client communication: the CPA message that prevents panic Learn how CPAs can message clients before April 15 to prevent year-end panic and align on tax readiness in Florida. October 2026 10 min read By Paola Vargas Updated...
Working Capital Target in M&A | OutsourcingProcessing

Working Capital Target in M&A | OutsourcingProcessing

by PAOLA VARGAS | Oct 2, 2026 | M&A Buyers

Working Capital & Deal Risk What a working capital target actually means in an acquisition agreement What a working capital target really adjusts in deal economics. Practical mechanics, working examples, and the peg issue that costs buyers money. October 2026 12...
DR-15 Marion County: Complete Filing Guide | Outsourcing

DR-15 Marion County: Complete Filing Guide | Outsourcing

by PAOLA VARGAS | Oct 2, 2026 | Florida Compliance

DR-15 Sales Tax DR-15 in Marion County: Ocala businesses complete guide Marion County DR-15 filing guide for Ocala businesses. Learn the state rate, county surtax, and step-by-step filing process for sales tax compliance. October 2026 7 min read By Paola Vargas...
SBA 7(a) Document Checklist | Pre-Submission Guide

SBA 7(a) Document Checklist | Pre-Submission Guide

by PAOLA VARGAS | Oct 1, 2026 | SBA Brokers

SBA Loan Approval Readiness Document checklist brokers use before submitting an SBA 7(a) package Essential document checklist brokers use before submitting an SBA 7(a) package. Avoid rework, tighten DSCR proof, and speed underwriting approval. October 2026 11 min read...
Clear Bookkeeping Backlog Before Tax Season | Outsourcing Processing

Clear Bookkeeping Backlog Before Tax Season | Outsourcing Processing

by PAOLA VARGAS | Oct 1, 2026 | Uncategorized

Business Process Outsourcing Clearing Bookkeeping Backlog Before Tax Season With Outsourcing Clear your bookkeeping backlog before tax season with a strategic BPO approach. Organize records, reduce CPA stress, and stay compliant year-round. October 2026 8 min read By...
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