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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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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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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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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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Mortgage
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September 15 Extension Deadline | CPA Filing Checklist

September 15 Extension Deadline | CPA Filing Checklist

by PAOLA VARGAS | Aug 9, 2026 | CPA Workflow

CPA Tools & Automation September 15 Extension Deadline Checklist for CPA Firms September 15 is the final extension deadline for many 2026 tax filings. Use this checklist to ensure your CPA has everything needed before the hard stop. August 2026 9 min read By Paola...
Florida Sales Tax Escambia County: What You Need

Florida Sales Tax Escambia County: What You Need

by PAOLA VARGAS | Aug 8, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Escambia County: what businesses need to know Understand Florida sales tax rates in Escambia County, how DR-15 filing works, and common mistakes that cost small businesses money. August 2026 7 min read By Paola Vargas Updated...
Present Business Performance to Investor | Outsourcing Processing

Present Business Performance to Investor | Outsourcing Processing

by PAOLA VARGAS | Aug 8, 2026 | Strategy

Cash Flow & Planning How to present your business performance to an investor or partner Learn how to present your business performance to investors or partners with clean financial data. Build credibility and secure funding with clear metrics. August 2026 12 min...
Present Financials for Business Loan | Outsourcing Processing

Present Financials for Business Loan | Outsourcing Processing

by PAOLA VARGAS | Aug 8, 2026 | Business Owners

Business Health & Reports How to present your financials to a bank for a business loan Learn how to present your business financials for a bank loan. Step-by-step guide to organizing your records and impressing lenders. July 2026 10 min read By Paola Vargas...
How to Calculate Owner Draws | OutsourcingProcessing

How to Calculate Owner Draws | OutsourcingProcessing

by PAOLA VARGAS | Aug 8, 2026 | Tax Updates

Schedule C & Annual Tax How to calculate and report owner draws from your business Owner draws are cash withdrawals from your business profit. Learn how to calculate them correctly and report them on Schedule C for tax filing. August 2026 10 min read By Paola...
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