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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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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

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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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.

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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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Outsourcing Processing
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Financial KPIs for Small Business | Outsourcing Processing

Financial KPIs for Small Business | Outsourcing Processing

by PAOLA VARGAS | Aug 17, 2026 | Strategy

Cash Flow & Planning Financial KPIs every small business owner must track every month Track the financial KPIs every small business owner needs monthly. Learn cash flow, profit margin, and key metrics to guide growth and control. August 2026 9 min read By Paola...
Q4 Cash Flow Projection Guide | OutsourcingProcessing

Q4 Cash Flow Projection Guide | OutsourcingProcessing

by PAOLA VARGAS | Aug 14, 2026 | Strategy

Cash Flow & Planning How to build a Q4 cash flow projection for your business Build a Q4 cash flow projection to forecast year-end liquidity. Step-by-step process for small Florida businesses to plan Q4 spending, tax, and growth. August 2026 10 min read By Paola...
Q4 Financial Sprint: Hit Revenue Targets | Outsourcing

Q4 Financial Sprint: Hit Revenue Targets | Outsourcing

by PAOLA VARGAS | Aug 11, 2026 | Strategy

Cash Flow & Planning Q4 financial sprint: how to hit your annual revenue target Master your Q4 financial sprint to hit annual revenue targets. Learn cash flow strategy, tax compliance, and planning tools for Florida small business owners. August 2026 11 min read...
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...
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