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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
Every transaction categorized automatically and mapped to the correct Schedule C line — not just a label.
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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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DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
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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.

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.

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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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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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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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How to Avoid Sales Tax Penalties in Florida

How to Avoid Sales Tax Penalties in Florida

by PAOLA VARGAS | Jul 21, 2025 | Compliance, Florida Compliance

How to Avoid Sales Tax Penalties in Florida In 2025, Florida lowers its general sales tax rate from 6 % to 5.25 % (HB 7031, effective July 1, 2025), and fully repeals commercial rent tax starting October 1, 2025 These reforms occur alongside updated enforcement and...

Benefits of Creating a Corporation to Own an LLC

by PAOLA VARGAS | Aug 1, 2024 | Compliance, Florida Compliance, Strategy

Benefits of Creating a Corporation to Own an LLC In the U.S. business environment, the organizational structure can significantly impact operational efficiency, legal responsibilities, and tax advantages. This article will examine the reasons why creating a...
Essential Tips for Commercial Insurance in Florida

Essential Tips for Commercial Insurance in Florida

by PAOLA VARGAS | Jul 30, 2024 | Compliance, Florida Compliance

Choosing Commercial Insurance in Florida Obtaining the right commercial insurance is a crucial decision for any business owner. In Florida, with its diverse industries and dynamic business environment, ensuring proper protection can significantly impact your...

Guide to Filing the BOI with FinCEN

by PAOLA VARGAS | Jul 23, 2024 | Compliance, Florida Compliance

Guide to Filing the BOI with FinCEN The FinCEN Beneficial Ownership Information (BOI) Form is essential for complying with financial transparency regulations in the United States. This form helps prevent fraud and money laundering by providing detailed information...

Registering for an Employer Identification Number (EIN) from the IRS

by PAOLA VARGAS | May 20, 2024 | Compliance, Florida Compliance

Registering for an Employer Identification Number (EIN) from the IRS When it comes to starting a business or hiring employees, obtaining an Employer Identification Number (EIN) from the IRS is crucial. This unique number identifies your company to the Internal Revenue...

Florida Sales and Use Tax Guide: Everything You Need to Know

by PAOLA VARGAS | May 6, 2024 | Compliance, Florida Compliance

Florida Sales and Use Tax Guide: Everything You Need to Know In the vibrant business landscape of Florida, understanding the intricacies of sales and use tax is essential for businesses and consumers alike. Let’s dive into the fundamentals of Florida’s...
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