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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
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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
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Qualifying Income Calculator

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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.

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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
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Receipt MatcherAudit Prep
Cash Pulse DashboardLive View
Books, Tax-ReadyNo Bookkeeper
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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.
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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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Outsourcing Processing
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Florida Sales Tax Dixie County | Compliance Guide

Florida Sales Tax Dixie County | Compliance Guide

by PAOLA VARGAS | Aug 6, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Dixie County: what businesses need to know Understand Florida sales tax requirements in Dixie County. Learn the combined rate structure, how to file DR-15, and common filing mistakes to avoid. August 2026 6 min read By Paola Vargas...
DR-15 Broward County: Sales Tax Filing Guide

DR-15 Broward County: Sales Tax Filing Guide

by PAOLA VARGAS | Aug 5, 2026 | Florida Compliance

DR-15 Sales Tax DR-15 in Broward County: complete filing guide and surtax rate How to file DR-15 in Broward County and calculate the correct sales tax rate. Step-by-step process for Florida small-business owners. August 2026 7 min read By Paola Vargas Updated August...
Florida sales tax in Columbia County | Small business guide

Florida sales tax in Columbia County | Small business guide

by PAOLA VARGAS | Aug 4, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Columbia County: what businesses need to know Florida sales tax rules for Columbia County businesses. Learn state rates, county surtaxes, DR-15 filing, and mistakes that trip up small-business owners. August 2026 6 min read By...
DR-15 Miami-Dade County: Rate Guide | Outsourcing Processing

DR-15 Miami-Dade County: Rate Guide | Outsourcing Processing

by PAOLA VARGAS | Aug 2, 2026 | Florida Compliance

DR-15 Sales Tax DR-15 in Miami-Dade County: rates deadlines and filing guide File DR-15 in Miami-Dade County correctly. Learn state and county surtax rates, deadlines, and step-by-step filing to stay compliant. August 2026 6 min read By Paola Vargas Updated August 2,...
Florida Sales Tax Calhoun County Guide | OutsourcingProcessing

Florida Sales Tax Calhoun County Guide | OutsourcingProcessing

by PAOLA VARGAS | Aug 2, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Calhoun County: what businesses need to know Florida sales tax rules in Calhoun County: state rate, surtax structure, DR-15 filing, common mistakes, and how to stay compliant. August 2026 7 min read By Paola Vargas Updated August...
Florida Sales Tax Citrus County: What You Need To Know

Florida Sales Tax Citrus County: What You Need To Know

by PAOLA VARGAS | Jul 31, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Citrus County: what businesses need to know Florida sales tax rules in Citrus County vary by product type and county surtax. Learn how to calculate, file DR-15, and stay compliant. July 2026 7 min read By Paola Vargas Updated July...
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