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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
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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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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.

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CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
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Outsourcing Processing
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Q2 Estimated Taxes June 15 | OutsourcingProcessing

Q2 Estimated Taxes June 15 | OutsourcingProcessing

by PAOLA VARGAS | Oct 29, 2026 | Tax Updates

Schedule C & Annual Tax Q2 estimated taxes due June 15: calculate what your business owes now Q2 estimated taxes due June 15. Learn how to calculate what your small business owes and file on time in Florida. October 2026 7 min read By Paola Vargas Updated October...
Travel Expense Deduction 2027 | Outsourcing Processing

Travel Expense Deduction 2027 | Outsourcing Processing

by PAOLA VARGAS | Oct 26, 2026 | Tax Updates

Schedule C & Annual Tax Travel expense deduction 2027: what qualifies and how to document it What qualifies as a travel expense deduction in 2027? Learn which costs count, how to document them properly, and common mistakes to avoid. October 2026 10 min read By...
Business Meals Deduction 50% Rule | OutsourcingProcessing

Business Meals Deduction 50% Rule | OutsourcingProcessing

by PAOLA VARGAS | Oct 23, 2026 | Tax Updates

Schedule C & Annual Tax Business meals deduction 2027: the 50 percent rule applied correctly Learn the 50 percent rule for business meals deductions in 2027. How to deduct meals correctly and avoid costly mistakes on your Schedule C. October 2026 9 min read By...
Home Office Deduction 2027 | OutsourcingProcessing

Home Office Deduction 2027 | OutsourcingProcessing

by PAOLA VARGAS | Oct 16, 2026 | Tax Updates

Schedule C & Annual Tax Home office deduction 2027: how to claim it correctly as a business owner Learn how to claim home office deduction correctly in 2027 as a Florida business owner. Step-by-step guide to maximize write-offs on Schedule C. October 2026 8 min...
After Tax Filed: Next Steps for 2026 | OutsourcingProcessing

After Tax Filed: Next Steps for 2026 | OutsourcingProcessing

by PAOLA VARGAS | Oct 10, 2026 | Tax Updates

Schedule C & Annual Tax Tax filed: now what to do before the next filing season begins Your tax return is filed. Here’s what to do next before 2026 filing season hits. Organize records, plan ahead, and avoid surprises. October 2026 11 min read By Paola...
IRS Ordinary & Necessary Expense Test | OutsourcingProcessing

IRS Ordinary & Necessary Expense Test | OutsourcingProcessing

by PAOLA VARGAS | Oct 6, 2026 | Tax Updates

Schedule C & Annual Tax The IRS ordinary and necessary expense test: what every owner must know Learn the IRS ordinary and necessary expense test. Understand what deductions qualify, how to document them, and why audit risk drops when you track properly. October...
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