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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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For CPAs & Firms
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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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For Business Owners
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.

For Accountants

CPA WorkflowPractice tips
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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Mortgage
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Present Business Performance to Investor | Outsourcing Processing

Present Business Performance to Investor | Outsourcing Processing

by PAOLA VARGAS | Aug 8, 2026 | Strategy

Cash Flow & Planning How to present your business performance to an investor or partner Learn how to present your business performance to investors or partners with clean financial data. Build credibility and secure funding with clear metrics. August 2026 12 min...
Set Next Year Revenue Targets | Outsourcing Processing

Set Next Year Revenue Targets | Outsourcing Processing

by PAOLA VARGAS | Aug 6, 2026 | Strategy

Cash Flow & Planning How to set your next year revenue targets using this year real data Set realistic 2027 revenue targets using your 2026 actual data. Learn step-by-step how to forecast growth for your Florida small business. August 2026 9 min read By Paola...
Mid-Year Review: Cut Costs & Boost Profit | Outsourcing Processing

Mid-Year Review: Cut Costs & Boost Profit | Outsourcing Processing

by PAOLA VARGAS | Aug 3, 2026 | Strategy

Cash Flow & Planning Mid-year profitability review: how to cut what is not working A mid-year profitability review helps you spot money leaks and fix what isn’t working before year-end. Learn how to analyze and act. August 2026 9 min read By Paola Vargas...
P&L Negotiate Vendor Terms | OutsourcingProcessing

P&L Negotiate Vendor Terms | OutsourcingProcessing

by PAOLA VARGAS | Jul 31, 2026 | Strategy

Cash Flow & Planning How to use your P&L to negotiate better terms with vendors Use your P&L to negotiate better vendor terms. Learn how profit margins and cash flow show leverage with suppliers. July 2026 9 min read By Paola Vargas Updated July 31, 2026 P...
Build Emergency Fund for Your Small Business | Outsourcing Processing

Build Emergency Fund for Your Small Business | Outsourcing Processing

by PAOLA VARGAS | Jul 29, 2026 | Strategy

Cash Flow & Planning How to build an emergency fund for your small business Learn how to build a small business emergency fund that covers cash flow gaps and seasonal volatility. Step-by-step guidance for Florida business owners. July 2026 8 min read By Paola...
Gross Profit Margin: Calculate & Grow | OutsourcingProcessing

Gross Profit Margin: Calculate & Grow | OutsourcingProcessing

by PAOLA VARGAS | Jul 27, 2026 | Strategy

Cash Flow & Planning How to calculate your gross profit margin and what it means Learn how to calculate gross profit margin—the metric that reveals if your pricing covers production costs. Step-by-step for Florida small-business owners. July 2026 10 min read By...
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