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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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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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January Business Health Check | Outsourcing Processing

January Business Health Check | Outsourcing Processing

by PAOLA VARGAS | Sep 10, 2026 | Business Owners

Business Health & Reports January business health check: run this review before February Review your business finances in January with our step-by-step health check guide. Catch issues early and prepare for tax season. September 2026 9 min read By Paola Vargas...
Q1 Cash Flow Plan | Small Business Guide | OutsourcingProcessing

Q1 Cash Flow Plan | Small Business Guide | OutsourcingProcessing

by PAOLA VARGAS | Sep 10, 2026 | Strategy

Cash Flow & Planning Q1 2027 cash flow plan: how to start the year with real projections Build a Q1 2027 cash flow projection for your Florida small business. Real data, real tax dates, working capital strategies for $50K–$500K revenue. September 2026 12 min read...
SBA Income Documentation Business Structure Change Guide

SBA Income Documentation Business Structure Change Guide

by PAOLA VARGAS | Sep 10, 2026 | SBA Brokers

Self-Employed & 1099 Income for SBA SBA income documentation for a borrower who just changed business structure SBA lenders require specific income documentation when a borrower changes business structure. Learn what to request and how DSCR applies after a...
Multiple 1099 Income Streams & SBA Loans | Outsourcing Processing

Multiple 1099 Income Streams & SBA Loans | Outsourcing Processing

by PAOLA VARGAS | Sep 10, 2026 | SBA Brokers

Self-Employed & 1099 Income for SBA How multiple 1099 income streams complicate an SBA loan application How multiple 1099 income streams complicate SBA loan underwriting. Learn DSCR calculation methods and documentation strategies for self-employed borrowers....
Florida Sales Tax Leon County: Guide | Outsourcing

Florida Sales Tax Leon County: Guide | Outsourcing

by PAOLA VARGAS | Sep 10, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Leon County: what businesses need to know Florida sales tax in Leon County combines state and county rates. Learn the structure, how to file DR-15, and common filing mistakes to avoid. September 2026 7 min read By Paola Vargas...
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