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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
Smart Transaction Categorization
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Processed transactions post directly to the client's QuickBooks ledger via Intuit's official API. No export, no import.
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1099-NEC Detection$600 threshold
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Qualifying Income Calculator

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Self-employed income from real bank statements — a check against the GSE 1084 calculation.
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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.

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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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Plain-language explanations of sales tax, income tax, and self-employment tax — and why each one applies to you.

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Commingling Splitter1 Click Split
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Immigration Sponsors
I-864 income evidence, built from your already-filed tax return — skip the $500 accountant letter.
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Reconstruct real income from bank records for a divorce or legal case — every adjustment shown, defensible in court.

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Outsourcing Processing
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Outsourced Bookkeeping for Brewery and Winery Clients

Outsourced Bookkeeping for Brewery and Winery Clients

by PAOLA VARGAS | Jul 8, 2026 | Tax Updates

Business Process Outsourcing Outsourced Bookkeeping for Brewery and Winery Clients Breweries and wineries mix retail sales, wholesale distribution, and excise tax reporting in one business. Outsourced bookkeeping keeps all three straight. July 2026 4 min read By Paola...
Outsourced Bookkeeping for Farm and Agriculture Business Clients

Outsourced Bookkeeping for Farm and Agriculture Business Clients

by PAOLA VARGAS | Jul 8, 2026 | Tax Updates

Business Process Outsourcing Outsourced Bookkeeping for Farm and Agriculture Business Clients Farm and agriculture clients bring seasonal cash flow and equipment depreciation quirks that generic bookkeeping misses. Here is how outsourcing handles it. July 2026 4 min...
What is Schedule C for Sole Proprietors | Complete 2026 Guide

What is Schedule C for Sole Proprietors | Complete 2026 Guide

by PAOLA VARGAS | Jul 8, 2026 | Tax Updates

Schedule C & Annual Tax What is Schedule C and what every sole proprietor must know Schedule C reports self-employment income on your personal tax return. Learn what it is, how to fill it out, and what sole proprietors must know. July 2026 13 min read By Paola...
How to Separate Personal and Business Expenses | OutsourcingProcessing

How to Separate Personal and Business Expenses | OutsourcingProcessing

by PAOLA VARGAS | Jul 7, 2026 | Accounting

Florida Sales Tax 2026 — Complete Guide: Rates, DR-15 & All 67 Counties

Florida Sales Tax 2026 — Complete Guide: Rates, DR-15 & All 67 Counties

by PAOLA VARGAS | May 12, 2026 | Accounting, Compliance, Florida Compliance, Uncategorized

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