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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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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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Outsourcing Processing
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Year-End Client Retention Checklist for CPAs | OutsourcingProcessing

Year-End Client Retention Checklist for CPAs | OutsourcingProcessing

by PAOLA VARGAS | Sep 2, 2026 | CPA Workflow

CPA Advisory & Growth Year-End Client Retention Checklist for CPA Firms A practical year-end client retention checklist for CPA firms. Strategies to strengthen client relationships and reduce churn in 2026. September 2026 9 min read By Paola Vargas Updated...
Personal Expenses Run Through Business | OutsourcingProcessing

Personal Expenses Run Through Business | OutsourcingProcessing

by PAOLA VARGAS | Sep 2, 2026 | M&A Buyers

EBITDA Normalization & Adjusted EBITDA Personal expenses run through the business — how they affect normalized earnings Personal expenses woven into business accounts distort normalized earnings. Learn the audit mechanics, common patterns, and exactly how to...
EBITDA Multiple vs Adjusted EBITDA | Outsourcing Processing

EBITDA Multiple vs Adjusted EBITDA | Outsourcing Processing

by PAOLA VARGAS | Sep 2, 2026 | M&A Buyers

EBITDA Normalization & Adjusted EBITDA EBITDA multiple vs adjusted EBITDA — how they interact in valuation Understand how EBITDA multiples and adjusted EBITDA interact in deal valuation. Learn the practical mechanics buyers use to price acquisitions. September...
Florida Sales Tax DeSoto County | Outsourcing Processing

Florida Sales Tax DeSoto County | Outsourcing Processing

by PAOLA VARGAS | Sep 2, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in DeSoto County: what businesses need to know Learn how Florida sales tax works in DeSoto County, from state rates to county surtaxes and DR-15 filing. Practical guide for small-business owners. September 2026 7 min read By Paola...
Projection Red Flags Triggering Second Review | Outsourcing

Projection Red Flags Triggering Second Review | Outsourcing

by PAOLA VARGAS | Sep 1, 2026 | SBA Brokers

SBA Form 1919 & Cash Flow Projections Projection red flags that trigger a second underwriting review SBA lenders red-flag aggressive projections. Learn the exact DSCR thresholds, consistency checks, and Form 1919 patterns that trigger secondary underwriting....
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