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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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Tax UpdatesIRS & FL DOR
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What a Registered Agent Actually Does
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Outsourcing Processing
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Outsourced Bookkeeping for Home Inspection Business Clients

Outsourced Bookkeeping for Home Inspection Business Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Home Inspection Business Clients Home inspection businesses run on per-inspection fees, contractor networks, and liability insurance. Outsourced bookkeeping keeps job revenue and cost clean. July 2026 4 min read...
Outsourced Bookkeeping for Solar Installation Company Clients

Outsourced Bookkeeping for Solar Installation Company Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Solar Installation Company Clients Solar installers deal with large project deposits, tax credit timing, and equipment financing. Outsourced bookkeeping keeps project accounting accurate. July 2026 4 min read By...
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Outsourced Bookkeeping for Laundromat and Dry Cleaner Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Laundromat and Dry Cleaner Clients Laundromats and dry cleaners mix coin cash, card payments, and wholesale accounts. Outsourced bookkeeping keeps every payment type reconciled correctly. July 2026 4 min read By...
How to Read Your P&L Statement Without Accounting | OutsourcingProcessing

How to Read Your P&L Statement Without Accounting | OutsourcingProcessing

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Business Health & Reports How to read your P&L statement without an accounting degree Learn to read a P&L statement in plain English. Understand revenue, expenses, and profit—no accounting degree required. July 2026 9 min read By Paola Vargas Updated July...
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Smart Outsourcing Without Losing Control In Florida, home to one of the highest concentrations of small and medium-sized businesses in the U.S. founder productivity is often the single greatest bottleneck to growth. Delegation sounds like the logical fix. Yet many...
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by PAOLA VARGAS | Jul 23, 2025 | Business Owners, Outsourcing

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