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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
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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Outsourced Bookkeeping for Pet Grooming and Boarding Clients

Outsourced Bookkeeping for Pet Grooming and Boarding Clients

by PAOLA VARGAS | Jul 11, 2026 | CPA Workflow

Business Process Outsourcing Outsourced Bookkeeping for Pet Grooming and Boarding Clients Pet grooming and boarding businesses mix walk-in services, packages, and daily boarding rates. Outsourced bookkeeping keeps every revenue type clear. July 2026 4 min read By...
Outsourced Bookkeeping for Tutoring and Education Clients

Outsourced Bookkeeping for Tutoring and Education Clients

by PAOLA VARGAS | Jul 11, 2026 | CPA Workflow

Business Process Outsourcing Outsourced Bookkeeping for Tutoring and Education Clients Tutoring businesses mix hourly sessions, package pricing, and contractor tutors. Outsourced bookkeeping keeps revenue and tutor pay properly separated. July 2026 4 min read By Paola...
Outsourced Bookkeeping for Moving and Relocation Company Clients

Outsourced Bookkeeping for Moving and Relocation Company Clients

by PAOLA VARGAS | Jul 11, 2026 | CPA Workflow

Business Process Outsourcing Outsourced Bookkeeping for Moving and Relocation Company Clients Moving companies mix local jobs, long-distance contracts, and storage revenue. Outsourced bookkeeping keeps job costing and fleet expenses transparent. July 2026 4 min read...
Outsourced Bookkeeping for Event Planning and Wedding Clients

Outsourced Bookkeeping for Event Planning and Wedding Clients

by PAOLA VARGAS | Jul 11, 2026 | CPA Workflow

Business Process Outsourcing Outsourced Bookkeeping for Event Planning and Wedding Clients Event planners manage client deposits, vendor pass-through costs, and seasonal cash flow. Outsourced bookkeeping keeps every dollar properly categorized. July 2026 4 min read By...
Outsourced Bookkeeping for Photography and Videography Clients

Outsourced Bookkeeping for Photography and Videography Clients

by PAOLA VARGAS | Jul 11, 2026 | CPA Workflow

Business Process Outsourcing Outsourced Bookkeeping for Photography and Videography Clients Photography and videography businesses run on deposits, package pricing, and equipment investment. Outsourced bookkeeping keeps project revenue accurate. July 2026 4 min read...
Outsourced Bookkeeping for HVAC, Plumbing, and Electrical Clients

Outsourced Bookkeeping for HVAC, Plumbing, and Electrical Clients

by PAOLA VARGAS | Jul 11, 2026 | CPA Workflow

Business Process Outsourcing Outsourced Bookkeeping for HVAC, Plumbing, and Electrical Clients HVAC, plumbing, and electrical contractors mix service calls, installs, and warranty work. Outsourced bookkeeping keeps job costs and margins accurate. July 2026 4 min read...
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