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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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Outsourced vs In-House Bookkeeping Cost | OutsourcingProcessing

Outsourced vs In-House Bookkeeping Cost | OutsourcingProcessing

by PAOLA VARGAS | Aug 12, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping vs In-House: A Real Cost Comparison for CPA Firms Outsourced bookkeeping vs in-house costs for CPAs and small business owners. Real breakdown of labor, overhead, tech, and when each makes financial sense. August 2026...

Year-End Financial Package for Clients | Outsourcing Processing

by PAOLA VARGAS | Aug 11, 2026 | CPA Workflow

CPA Tools & Automation How to deliver a year-end financial package for every client in Q4 Build a year-end financial package for clients that makes filing easier. Process, checklist, and how to organize records for your CPA. August 2026 12 min read By Paola Vargas...

Florida Sales Tax Franklin County Guide | Outsourcing Processing

by PAOLA VARGAS | Aug 11, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Franklin County: what businesses need to know Learn Florida sales tax rules for Franklin County. Understand the DR-15 filing deadline, state and county rates, and common mistakes to avoid. August 2026 7 min read By Paola Vargas...
Q4 Financial Sprint: Hit Revenue Targets | Outsourcing

Q4 Financial Sprint: Hit Revenue Targets | Outsourcing

by PAOLA VARGAS | Aug 11, 2026 | Strategy

Cash Flow & Planning Q4 financial sprint: how to hit your annual revenue target Master your Q4 financial sprint to hit annual revenue targets. Learn cash flow strategy, tax compliance, and planning tools for Florida small business owners. August 2026 11 min read...
Maximize Section 179 Deduction | OutsourcingProcessing

Maximize Section 179 Deduction | OutsourcingProcessing

by PAOLA VARGAS | Aug 11, 2026 | Tax Updates

Schedule C & Annual Tax How to maximize your Section 179 deduction before December 31 Claim more of your equipment purchases with Section 179. Step-by-step guide to maximize deductions before year-end and reduce your taxable income. August 2026 10 min read By...
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