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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.

For Accountants

CPA WorkflowPractice tips
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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What Information a CPA Actually Wants in a Handoff Email

What Information a CPA Actually Wants in a Handoff Email

by PAOLA VARGAS | Jul 19, 2026 | Business Owners

CPA Collaboration & Handoff What Information a CPA Actually Wants in a Handoff Email A vague handoff email creates back-and-forth that wastes time. Here is what a CPA actually needs to see to work efficiently. July 2026 4 min read By Paola Vargas Updated July 24,...
What Is a Balance Sheet | Business Health Guide

What Is a Balance Sheet | Business Health Guide

by PAOLA VARGAS | Jul 19, 2026 | Business Owners

Business Health & Reports What is a balance sheet and what it tells you about your business Learn what a balance sheet is, why it matters for your business, and how to read one. Essential financial reporting for Florida small-business owners. July 2026 10 min read...
How to Flag a Personal Expense Mixed Into Business Transactions

How to Flag a Personal Expense Mixed Into Business Transactions

by PAOLA VARGAS | Jul 18, 2026 | Uncategorized

CPA Collaboration & Handoff How to Flag a Personal Expense Mixed Into Business Transactions An occasional personal expense on a business account is normal, but it still needs careful handling. Here is how to flag it correctly. July 2026 4 min read By Paola Vargas...
What a Clean Chart of Accounts Looks Like Before Handoff

What a Clean Chart of Accounts Looks Like Before Handoff

by PAOLA VARGAS | Jul 18, 2026 | Uncategorized

CPA Collaboration & Handoff What a Clean Chart of Accounts Looks Like Before Handoff A messy chart of accounts creates real work for the CPA. Here is what a genuinely clean one actually looks like before handoff. July 2026 4 min read By Paola Vargas Updated July...
How to Structure a Weekly vs. Monthly Bookkeeping Cadence

How to Structure a Weekly vs. Monthly Bookkeeping Cadence

by PAOLA VARGAS | Jul 18, 2026 | Uncategorized

CPA Collaboration & Handoff How to Structure a Weekly vs. Monthly Bookkeeping Cadence Not every client needs the same bookkeeping frequency. Here is how to decide between a weekly and monthly cadence for a given account. July 2026 4 min read By Paola Vargas...
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