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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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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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Outsourcing Processing
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December 31 1099 Checklist | Contractor Deadline Guide

December 31 1099 Checklist | Contractor Deadline Guide

by PAOLA VARGAS | Aug 30, 2026 | Compliance

1099-NEC & Contractors December 31 1099 checklist: everything before midnight December 31 1099 checklist for contractors and freelancers. What to file by year-end, which documents matter, and how to track 1099-NEC income properly. August 2026 10 min read By Paola...
Related-Party Transactions & EBITDA | Outsourcing Processing

Related-Party Transactions & EBITDA | Outsourcing Processing

by PAOLA VARGAS | Aug 30, 2026 | M&A Buyers

EBITDA Normalization & Adjusted EBITDA How related-party transactions distort reported EBITDA Related-party transactions distort reported EBITDA by inflating or suppressing earnings. Learn to spot and normalize them in acquisition due diligence. August 2026 9 min...
Florida Sales Tax Indian River County | OutsourcingProcessing

Florida Sales Tax Indian River County | OutsourcingProcessing

by PAOLA VARGAS | Aug 30, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Indian River County: what businesses need to know Florida sales tax in Indian River County combines state and county rates. Learn the filing process, common mistakes, and how to file the DR-15 correctly. August 2026 7 min read By...
One-Time Expenses Not Defensible | Outsourcing Processing

One-Time Expenses Not Defensible | Outsourcing Processing

by PAOLA VARGAS | Aug 30, 2026 | M&A Buyers

EBITDA Normalization & Adjusted EBITDA One-time expense add-backs that do not hold up under buyer scrutiny One-time expense add-backs often crumble under buyer due diligence. Learn which add-backs fail and how to strengthen your EBITDA normalization. August 2026 9...
Bank Statement Processing in Back-Office Workflow | OutsourcingProcessing

Bank Statement Processing in Back-Office Workflow | OutsourcingProcessing

by PAOLA VARGAS | Aug 30, 2026 | Uncategorized

Bank Statement Processing Outsourcing How outsourced bank statement processing fits into a broader back-office workflow Learn how outsourced bank statement processing integrates into your back-office workflow to reduce manual work, improve accuracy, and support...
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