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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.
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

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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.

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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Mid-Year Financial Review Q1 | Outsourcing Processing

Mid-Year Financial Review Q1 | Outsourcing Processing

by PAOLA VARGAS | Sep 27, 2026 | Strategy

Cash Flow & Planning Mid-year financial review: how to evaluate your Q1 performance Evaluate your Q1 performance with this mid-year financial review guide for Florida small businesses. Track cash flow, costs, and tax obligations. September 2026 9 min read By Paola...
Present Business Financials to Investor | OutsourcingProcessing

Present Business Financials to Investor | OutsourcingProcessing

by PAOLA VARGAS | Sep 24, 2026 | Strategy

Cash Flow & Planning How to present your business financials to a potential investor Learn how to present your business financials to a potential investor. Build credibility with clean, organized reports and key metrics investors expect. September 2026 10 min read...
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Project Q1 Cash Flow From Q4 Data | OutsourcingProcessing

by PAOLA VARGAS | Sep 20, 2026 | Strategy

Cash Flow & Planning How to use your Q4 data to project Q1 cash flow accurately Use your Q4 transaction data to forecast Q1 cash flow accurately. Learn the key steps to convert financial records into actionable projections. September 2026 9 min read By Paola...
Revenue Concentration Risk: Protect Your Small Business

Revenue Concentration Risk: Protect Your Small Business

by PAOLA VARGAS | Sep 17, 2026 | Strategy

Cash Flow & Planning Revenue concentration: does one client represent too much of your income One client funding your entire business creates major risk. Learn how to assess revenue concentration and build financial resilience for your Florida small September 2026...
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2026 Revenue Data for 2027 Goals | Outsourcing Processing

by PAOLA VARGAS | Sep 13, 2026 | Strategy

Cash Flow & Planning How to use your 2026 revenue data to set realistic 2027 goals Use your 2026 revenue data to set realistic 2027 business goals. Learn cash flow planning for Florida small business owners. September 2026 11 min read By Paola Vargas Updated...
Q1 Cash Flow Plan | Small Business Guide | OutsourcingProcessing

Q1 Cash Flow Plan | Small Business Guide | OutsourcingProcessing

by PAOLA VARGAS | Sep 10, 2026 | Strategy

Cash Flow & Planning Q1 2027 cash flow plan: how to start the year with real projections Build a Q1 2027 cash flow projection for your Florida small business. Real data, real tax dates, working capital strategies for $50K–$500K revenue. September 2026 12 min read...
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