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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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Multi-Bank Statement Consolidation | OutsourcingProcessing

Multi-Bank Statement Consolidation | OutsourcingProcessing

by PAOLA VARGAS | Aug 25, 2026 | Uncategorized

Bank Statement Processing Outsourcing Multi-bank statement consolidation — why outsourcing makes it easier Multi-bank statement consolidation streamlines back-office work. Learn why outsourcing centralizes your data, saves time, and strengthens CPA collaboration....
12-Month Bank Statement Income Calculation | Outsourcing Processing

12-Month Bank Statement Income Calculation | Outsourcing Processing

by PAOLA VARGAS | Aug 25, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — when the file is close to a turn-time deadline How lenders calculate qualifying income from 12 months of bank statements for non-QM loans. Step-by-step method to close...
Year-End Tax Planning Checklist for CPAs | Outsourcing

Year-End Tax Planning Checklist for CPAs | Outsourcing

by PAOLA VARGAS | Aug 25, 2026 | CPA Workflow

CPA Tools & Automation Year-End Tax Planning Checklist for CPA Firms Year-end tax planning checklist for CPA firms: compliance, client prep, and sales tax strategies for Florida small business clients. August 2026 8 min read By Paola Vargas Updated August 25, 2026...
How to Price Advisory Services CPA | OutsourcingProcessing

How to Price Advisory Services CPA | OutsourcingProcessing

by PAOLA VARGAS | Aug 24, 2026 | Uncategorized

Business Process Outsourcing How to Price Advisory Services Once Bookkeeping Is Outsourced How to price advisory services once bookkeeping is outsourced. Strategic frameworks for CPAs and business owners scaling back-office operations efficiently. August 2026 11 min...
Reading a QoE Report: First-Time Buyer’s Guide | OP

Reading a QoE Report: First-Time Buyer’s Guide | OP

by PAOLA VARGAS | Aug 24, 2026 | M&A Buyers

Quality of Earnings Basics & Cost Reading a QoE report as a first-time small business buyer Learn how to read a Quality of Earnings report as a first-time small business buyer. Understand EBITDA, add-backs, and red flags that affect your offer. August 2026 11 min...
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