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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.
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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Your accountant shouldn't charge you to tell you a license is expiring. See what the Compliance Hub actually does.
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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.
Florida Compliance FAQ
Direct answers — what a registered agent actually does, when DR-15 applies, what SunBiz wants every year.

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Outsourcing Processing
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Financial Reports Essential for Business Success

Financial Reports Essential for Business Success

by PAOLA VARGAS | Jul 18, 2025 | Accounting, Business Owners

Why Categorized Financial Reports are Essential for Business Success The ability to make informed and strategic decisions is crucial for the success of any company. Categorized financial reports play a vital role by providing a detailed and organized view of a...
What Are the Tax Implications of Outsourcing?

What Are the Tax Implications of Outsourcing?

by PAOLA VARGAS | Dec 7, 2024 | Business Owners, Compliance, Outsourcing

What Does Outsourcing Imply at a Tax Level? Outsourcing has become a key strategy for companies seeking to optimize operations and reduce costs. However, delegating functions to third parties also brings complex tax challenges that can impact profitability and legal...
Key Strategies to Optimize Business Resources in 2024

Key Strategies to Optimize Business Resources in 2024

by PAOLA VARGAS | Sep 5, 2024 | Business Owners, Strategy

Key Strategies to Optimize Business Resources in 2024 Reducing business costs is a priority for many companies aiming to remain competitive in an increasingly challenging economic environment. Implementing an effective strategy not only improves profitability but also...

Inventory management through expense reports by vendor

by PAOLA VARGAS | Sep 3, 2024 | Accounting, Business Owners, Outsourcing

Inventory management through expense reports by vendor One of the most overlooked yet powerful tools in this process is the use of expense reports categorized by vendor. These reports, which detail the financial transactions with each supplier, can provide insights...

Financial Reports Essential for Business Success

by PAOLA VARGAS | Jul 31, 2024 | Accounting, Business Owners

Why Categorized Financial Reports are Essential for Business Success The ability to make informed and strategic decisions is crucial for the success of any company. Categorized financial reports play a vital role by providing a detailed and organized view of a...

How to Build Strong Relationships with Clients and Suppliers

by PAOLA VARGAS | Jul 29, 2024 | Business Owners, Marketing, Strategy

How to Build Strong Relationships with Clients and Suppliers In today’s business world, building strong and lasting relationships with your clients and suppliers is not just an advantage, but a necessity. These connections go beyond simple transactions; they are...
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