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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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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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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
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Outsourcing Processing
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Financial KPIs for Small Business | Outsourcing Processing

Financial KPIs for Small Business | Outsourcing Processing

by PAOLA VARGAS | Aug 17, 2026 | Strategy

Cash Flow & Planning Financial KPIs every small business owner must track every month Track the financial KPIs every small business owner needs monthly. Learn cash flow, profit margin, and key metrics to guide growth and control. August 2026 9 min read By Paola...
Add-Backs & Normalization | SBA Underwriters Accept

Add-Backs & Normalization | SBA Underwriters Accept

by PAOLA VARGAS | Aug 17, 2026 | SBA Brokers

DSCR & Cash Flow Analysis Add-backs and normalization adjustments SBA underwriters actually accept Learn which add-backs and normalization adjustments SBA underwriters actually approve. Practical mechanics, real examples, and a pre-submission checklist. August...
Bank Statement Processing Outsourcing: What to Look for | OutsourcingProcessing

Bank Statement Processing Outsourcing: What to Look for | OutsourcingProcessing

by PAOLA VARGAS | Aug 17, 2026 | Uncategorized

Bank Statement Processing Outsourcing What to look for before outsourcing your bank statement processing Before outsourcing bank statement processing, know what to evaluate: security, categorization accuracy, integration, and CPA collaboration. Strategic guide August...
12 vs 24 Months 1099s: Qualifying Income | Outsourcing Processing

12 vs 24 Months 1099s: Qualifying Income | Outsourcing Processing

by PAOLA VARGAS | Aug 16, 2026 | Mortgage Brokers

1099 & Gig Income Loans How 12 vs 24 months of 1099s change qualifying income How 12 vs 24 months of 1099 documentation affects qualifying income for self-employed borrowers. Calculation methods and investor overlays. August 2026 7 min read By Paola Vargas Updated...
Categorize Bank Fees as Deductible | OutsourcingProcessing

Categorize Bank Fees as Deductible | OutsourcingProcessing

by PAOLA VARGAS | Aug 16, 2026 | Accounting

Transaction Reports & Data Organization How to categorize bank fees and interest as deductible expenses Learn how to categorize bank fees and interest as deductible business expenses. A practical guide for Florida small-business owners. August 2026 9 min read By...
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