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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
Smart Transaction Categorization
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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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Tax UpdatesIRS & FL DOR
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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...
QoE Report Timing: Before or After LOI? | OutsourcingProcessing

QoE Report Timing: Before or After LOI? | OutsourcingProcessing

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

Quality of Earnings Basics & Cost QoE report timing — before LOI or after, and why it matters Timing a Quality of Earnings report before or after LOI affects deal cost, speed, and risk. Learn when to order one and why it matters. August 2026 10 min read By Paola...
Build 2027 Budget: Use 2026 Numbers | OutsourcingProcessing

Build 2027 Budget: Use 2026 Numbers | OutsourcingProcessing

by PAOLA VARGAS | Aug 24, 2026 | Strategy

Cash Flow & Planning How to build a 2027 business budget using your 2026 real numbers Learn how to build a 2027 business budget using your actual 2026 financial data. Step-by-step guide for Florida small-business owners. August 2026 11 min read By Paola Vargas...
QoE Report Problem Mid-Deal | OutsourcingProcessing

QoE Report Problem Mid-Deal | OutsourcingProcessing

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

Quality of Earnings Basics & Cost What happens when a QoE report finds a serious problem mid-deal What happens when a Quality of Earnings report uncovers serious issues mid-deal? Learn the mechanics, your options, and how to protect your offer. August 2026 10 min...
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