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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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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.
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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.

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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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.

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Running Your Business
Plain-language posts on Florida compliance, taxes, and the paperwork no one explains to you.
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Direct answers — what a registered agent actually does, when DR-15 applies, what SunBiz wants every year.

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Outsourced Bookkeeping for Landscaping and Lawn Care Clients

Outsourced Bookkeeping for Landscaping and Lawn Care Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Landscaping and Lawn Care Clients Landscaping and lawn care companies run on recurring routes and seasonal design projects. Outsourced bookkeeping keeps both revenue types separate. July 2026 4 min read By Paola...
Outsourced Bookkeeping for Auto Repair Shop Clients

Outsourced Bookkeeping for Auto Repair Shop Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Auto Repair Shop Clients Auto repair shops mix parts markup, labor billing, and warranty claims. Outsourced bookkeeping keeps every job cost transparent for real margin analysis. July 2026 4 min read By Paola...
Outsourced Bookkeeping for Daycare and Childcare Center Clients

Outsourced Bookkeeping for Daycare and Childcare Center Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Daycare and Childcare Center Clients Daycare and childcare centers run on tuition billing, subsidy programs, and strict staffing ratios. Outsourced bookkeeping keeps every funding source clear. July 2026 4 min...
Outsourced Bookkeeping for Gym and Fitness Studio Clients

Outsourced Bookkeeping for Gym and Fitness Studio Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Gym and Fitness Studio Clients Gyms and fitness studios run on memberships, class packages, and equipment financing. Outsourced bookkeeping keeps recurring and one-time revenue separate. July 2026 4 min read By...
Outsourced Bookkeeping for Dental and Veterinary Practice Clients

Outsourced Bookkeeping for Dental and Veterinary Practice Clients

by PAOLA VARGAS | Jul 10, 2026 | Business Owners

Business Process Outsourcing Outsourced Bookkeeping for Dental and Veterinary Practice Clients Dental and veterinary practices mix insurance billing, equipment financing, and retail product sales. Outsourced bookkeeping keeps every stream accurate. July 2026 4 min...
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...
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