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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
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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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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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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...
Outsourced Bookkeeping for Self-Storage Facility Clients

Outsourced Bookkeeping for Self-Storage Facility Clients

by PAOLA VARGAS | Jul 9, 2026 | Strategy

Business Process Outsourcing Outsourced Bookkeeping for Self-Storage Facility Clients Self-storage facilities run on recurring rent, late fees, and lien sales. Outsourced bookkeeping keeps occupancy revenue and one-time fees properly separated. July 2026 4 min read By...
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Outsourced Bookkeeping for Chiropractic and Wellness Clients

by PAOLA VARGAS | Jul 9, 2026 | Strategy

Business Process Outsourcing Outsourced Bookkeeping for Chiropractic and Wellness Clients Chiropractic and wellness clinics mix insurance reimbursements, cash-pay packages, and retail supplement sales. Outsourced bookkeeping keeps each stream clean. July 2026 4 min...
Outsourced Bookkeeping for Computer Repair Shop Clients

Outsourced Bookkeeping for Computer Repair Shop Clients

by PAOLA VARGAS | Jul 9, 2026 | Strategy

Business Process Outsourcing Outsourced Bookkeeping for Computer Repair Shop Clients Computer repair shops mix parts inventory, labor billing, and warranty work. Outsourced bookkeeping keeps parts cost and labor margin separate. July 2026 4 min read By Paola Vargas...
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