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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
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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
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Qualifying Income Calculator

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Self-employed income from real bank statements — a check against the GSE 1084 calculation.
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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.

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Commingling Splitter1 Click Split
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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.
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Direct answers — what a registered agent actually does, when DR-15 applies, what SunBiz wants every year.

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Non-QM vs. Conventional: Multi-Business Borrowers

Non-QM vs. Conventional: Multi-Business Borrowers

by PAOLA VARGAS | Sep 12, 2026 | Mortgage Brokers

Non-QM 101 What non-QM means and how it differs from a conventional loan — when the borrower has more than one business Non-QM loans bypass QM overlays for self-employed borrowers with multiple businesses. See how they differ from conventional and why multi-business...
Estimated Quarterly Taxes Q1 2027 Guide | OutsourcingProcessing

Estimated Quarterly Taxes Q1 2027 Guide | OutsourcingProcessing

by PAOLA VARGAS | Sep 12, 2026 | Tax Updates

Schedule C & Annual Tax Estimated quarterly taxes Q1 2027: what to pay and when Q1 2027 estimated quarterly tax deadlines and payment amounts for Florida self-employed and business owners. Know your dates, avoid penalties. September 2026 8 min read By Paola Vargas...
Working Owner Replacement Cost & SDE | OutsourcingProcessing

Working Owner Replacement Cost & SDE | OutsourcingProcessing

by PAOLA VARGAS | Sep 11, 2026 | M&A Buyers

Seller Discretionary Earnings for Small Deals How working owner replacement cost affects SDE-based offers How working owner replacement cost affects SDE-based offers. Calculate the true add-back and adjust your offer price accordingly for small acquisitions. September...
January Report Clean Baseline | OutsourcingProcessing

January Report Clean Baseline | OutsourcingProcessing

by PAOLA VARGAS | Sep 11, 2026 | Accounting

CPA Collaboration & Handoff January report: how to start 2027 with a clean baseline Start 2027 with accurate books. Learn how a clean January report establishes the baseline your CPA needs for Florida sales tax compliance. September 2026 7 min read By Paola Vargas...
Verify SDE Against Bank Statements | OutsourcingProcessing

Verify SDE Against Bank Statements | OutsourcingProcessing

by PAOLA VARGAS | Sep 11, 2026 | M&A Buyers

Seller Discretionary Earnings for Small Deals Verifying SDE against bank statements instead of trusting seller P&Ls Verify SDE against bank statements instead of trusting seller P&Ls. Learn the exact reconciliation method for small acquisitions. September 2026...
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