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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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Tax UpdatesIRS & FL DOR
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2027 Revenue Goal Setting: Plan Forward Confidently

2027 Revenue Goal Setting: Plan Forward Confidently

by PAOLA VARGAS | Sep 6, 2026 | Strategy

Cash Flow & Planning 2027 revenue goal setting: how to use your 2026 P&L to plan forward Use your 2026 P&L to set realistic 2027 revenue goals. Learn the framework small Florida business owners need for accurate planning. September 2026 9 min read By Paola...
Calculate Qualifying Income Bank Statements | Outsourcing Processing

Calculate Qualifying Income Bank Statements | Outsourcing Processing

by PAOLA VARGAS | Sep 6, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — when the borrower has both W-2 and self-employment income How lenders calculate qualifying income from 12 months of bank statements for borrowers with both W-2 and...
Florida Sales Tax Lake County | Rates & Filing Guide

Florida Sales Tax Lake County | Rates & Filing Guide

by PAOLA VARGAS | Sep 6, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Lake County: what businesses need to know Florida sales tax in Lake County combines state and county rates. Learn the structure, how to file DR-15, and common mistakes to avoid as a small-business September 2026 7 min read By Paola...
Bookkeeping Multiple LLCs: Outsource Smart | OutsourcingProcessing

Bookkeeping Multiple LLCs: Outsource Smart | OutsourcingProcessing

by PAOLA VARGAS | Sep 6, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping for Clients With Multiple LLCs and Entities Manage bookkeeping across multiple LLCs without hiring a full-time accountant. Learn strategic outsourcing steps for multi-entity small businesses. September 2026 10 min...
Calculate Qualifying Income: 12-Month Bank Statements | Outsourcing Processing

Calculate Qualifying Income: 12-Month Bank Statements | Outsourcing Processing

by PAOLA VARGAS | Sep 6, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — for a jumbo non-QM file How lenders compute qualifying income from 12 months of bank statements in jumbo non-QM files. Real calculation method and submission checklist...
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