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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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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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Tax UpdatesIRS & FL DOR
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Outsourcing Processing
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Outsourced Bookkeeping for Farm and Agriculture Business Clients

Outsourced Bookkeeping for Farm and Agriculture Business Clients

by PAOLA VARGAS | Jul 8, 2026 | Tax Updates

Business Process Outsourcing Outsourced Bookkeeping for Farm and Agriculture Business Clients Farm and agriculture clients bring seasonal cash flow and equipment depreciation quirks that generic bookkeeping misses. Here is how outsourcing handles it. July 2026 4 min...
What is Schedule C for Sole Proprietors | Complete 2026 Guide

What is Schedule C for Sole Proprietors | Complete 2026 Guide

by PAOLA VARGAS | Jul 8, 2026 | Tax Updates

Schedule C & Annual Tax What is Schedule C and what every sole proprietor must know Schedule C reports self-employment income on your personal tax return. Learn what it is, how to fill it out, and what sole proprietors must know. July 2026 13 min read By Paola...
Seacoast Banking Corporation of Florida Confirms Stable 2.5% Dividend Payout

Seacoast Banking Corporation of Florida Confirms Stable 2.5% Dividend Payout

by PAOLA VARGAS | Jul 21, 2025 | News, Tax Updates

Seacoast Banking of Florida Declares 2.5% Dividend in Strategic Move for Business Investors July 21, 2025 – Stuart, Florida Seacoast Banking Corporation of Florida (NASDAQ: SBCF) announced on July 17, 2025, that its Board approved a $0.18 per share quarterly dividend,...
Tax Relief for Victims of California Wildfires: What CPAs Should Know

Tax Relief for Victims of California Wildfires: What CPAs Should Know

by PAOLA VARGAS | Jan 11, 2025 | Accounting, Tax Updates

Tax Relief for Victims of California Wildfires: What CPAs Should Know The IRS has provided tax relief to individuals and businesses in California’s Southern region impacted by the ongoing wildfires. This relief includes extended deadlines and reductions in penalties,...
Impact of the Corporate Transparency Act (CTA)

Impact of the Corporate Transparency Act (CTA)

by PAOLA VARGAS | Jan 7, 2025 | Accounting, Tax Updates

Impact of the Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA) has been a cornerstone in the effort to combat money laundering, terrorism financing, and other serious crimes that impact the global economy. However, the recent case Texas Top Cop...

IRS Enhances Customer Service and Audits for Taxpayers: Insights for Tax Season

by PAOLA VARGAS | Apr 1, 2024 | Compliance, Tax Updates

IRS Enhances Customer Service and Audits for Taxpayers: Insights for Tax Season With expectations exceeding 160 million individual and business tax returns this season, the IRS faces a daunting task. While there’s been progress the IRS has managed to trim down...
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