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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
PricingBy caseload

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For CPAs & Firms
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From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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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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For Business Owners
Stop Paying for a Reminder
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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Tax UpdatesIRS & FL DOR
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What a Registered Agent Actually Does
It's not a lawyer, and you don't need to pay $100/year for someone else to be it. Here's the real requirement.
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Outsourcing Processing
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Mortgage
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Bank Statement Processing
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Onboard New Bookkeeping Client in 1 Hour | OutsourcingProcessing

Onboard New Bookkeeping Client in 1 Hour | OutsourcingProcessing

by PAOLA VARGAS | Jul 25, 2026 | CPA Workflow

CPA Tools & Automation How to onboard a new bookkeeping client in under one hour How to onboard a new bookkeeping client in under 60 minutes. Streamline data setup, access, and reporting workflow with practical steps. July 2026 10 min read By Paola Vargas Updated...
Small Business Health Score: Know Your Status | OP

Small Business Health Score: Know Your Status | OP

by PAOLA VARGAS | Jul 25, 2026 | Business Owners

Business Health & Reports Business health score: how to know if your business is actually healthy Learn how a small business health score measures financial performance. Get the key metrics and reports that show if your business is actually healthy. July 2026 8...
Outsourced Bookkeeping for Contractors | OutsourcingProcessing

Outsourced Bookkeeping for Contractors | OutsourcingProcessing

by PAOLA VARGAS | Jul 25, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping for Construction and Contractor Clients Outsourced bookkeeping for construction clients reduces admin burden and improves cash flow visibility. Learn how contractors manage back-office work July 2026 10 min read By...
Self-Employment Tax: How Much You Owe | Outsourcing

Self-Employment Tax: How Much You Owe | Outsourcing

by PAOLA VARGAS | Jul 24, 2026 | Tax Updates

Schedule C & Annual Tax Self-employment tax: how much you owe and how to reduce it legally Self-employment tax explained for Florida small business owners. Learn the rate, what triggers it, and legal ways to reduce your burden. July 2026 10 min read By Paola...
How to Organize Transaction Report | OutsourcingProcessing

How to Organize Transaction Report | OutsourcingProcessing

by PAOLA VARGAS | Jul 24, 2026 | Accounting

Transaction Reports & Data Organization How to organize your monthly transaction report step by step Step-by-step guide to organizing your monthly transaction report for sales tax and financial clarity. Learn categorization, reconciliation, and best practices....
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