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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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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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Present Financials for Business Loan | Outsourcing Processing

Present Financials for Business Loan | Outsourcing Processing

by PAOLA VARGAS | Aug 8, 2026 | Business Owners

Business Health & Reports How to present your financials to a bank for a business loan Learn how to present your business financials for a bank loan. Step-by-step guide to organizing your records and impressing lenders. July 2026 10 min read By Paola Vargas...
How to Calculate Owner Draws | OutsourcingProcessing

How to Calculate Owner Draws | OutsourcingProcessing

by PAOLA VARGAS | Aug 8, 2026 | Tax Updates

Schedule C & Annual Tax How to calculate and report owner draws from your business Owner draws are cash withdrawals from your business profit. Learn how to calculate them correctly and report them on Schedule C for tax filing. August 2026 10 min read By Paola...
Bookkeeping Manufacturing Wholesale | Outsourcing Processing

Bookkeeping Manufacturing Wholesale | Outsourcing Processing

by PAOLA VARGAS | Aug 8, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping for Manufacturing and Wholesale Clients Specialized bookkeeping for manufacturing and wholesale businesses. Learn why outsourced back-office support matters for your industry’s unique requirements. August 2026...
Year-End CPA Checklist: 10 Conversations | Outsourcing

Year-End CPA Checklist: 10 Conversations | Outsourcing

by PAOLA VARGAS | Aug 7, 2026 | CPA Workflow

CPA Advisory & Growth Year-end advisory checklist: 10 conversations every CPA must have Year-end CPA advisory checklist: 10 critical client conversations for tax planning, compliance, and growth. For accountants serving Florida small business. August 2026 9 min...
DR-15 Palm Beach County: Surtax & Deadline Guide

DR-15 Palm Beach County: Surtax & Deadline Guide

by PAOLA VARGAS | Aug 7, 2026 | Florida Compliance

DR-15 Sales Tax DR-15 in Palm Beach County: surtax rate guide and filing deadlines DR-15 filing in Palm Beach County: understand the surtax rate structure, filing deadline, and common mistakes to file correctly this year. August 2026 7 min read By Paola Vargas Updated...
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