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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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Outsourcing Processing
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Outsourcing Bookkeeping & CPA Profit Margin | Guide

Outsourcing Bookkeeping & CPA Profit Margin | Guide

by PAOLA VARGAS | Aug 31, 2026 | Uncategorized

Business Process Outsourcing How Outsourcing Bookkeeping Affects Your CPA Firm’s Profit Margin Outsourcing bookkeeping helps CPAs and small businesses reduce back-office costs, improve margins, and scale efficiently. Learn the real economics. August 2026 7 min...
Bank Statement Processing in Back-Office Workflow | OutsourcingProcessing

Bank Statement Processing in Back-Office Workflow | OutsourcingProcessing

by PAOLA VARGAS | Aug 30, 2026 | Uncategorized

Bank Statement Processing Outsourcing How outsourced bank statement processing fits into a broader back-office workflow Learn how outsourced bank statement processing integrates into your back-office workflow to reduce manual work, improve accuracy, and support...
Catch-Up Bookkeeping for Clients | Outsourcing Processing

Catch-Up Bookkeeping for Clients | Outsourcing Processing

by PAOLA VARGAS | Aug 29, 2026 | Uncategorized

Business Process Outsourcing Outsourcing Catch-Up Bookkeeping for Delinquent Clients Outsourced catch-up bookkeeping solves delinquent records. Learn when to use BPO, how to manage workflows, and what to expect. August 2026 11 min read By Paola Vargas Updated August...
Bank Statement Processing Extract Data & Accuracy | OP

Bank Statement Processing Extract Data & Accuracy | OP

by PAOLA VARGAS | Aug 28, 2026 | Uncategorized

Bank Statement Processing Outsourcing What data outsourced bank statement processing extracts, and how accurate it is Learn what data outsourced bank statement processing extracts and how accurate it is. Strategic guide for small-business owners and CPAs. August 2026...
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Outsourced Bookkeeping for Tax Season Capacity | OutsourcingProcessing

by PAOLA VARGAS | Aug 28, 2026 | Uncategorized

Business Process Outsourcing Using Outsourced Bookkeeping for Tax Season Surge Capacity Outsourced bookkeeping for tax season surge capacity frees you to run your business. Learn when to hand off compliance work to your CPA’s team. August 2026 8 min read By...
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Manual Entry vs Software vs Outsourced Bank Statement Processing | Outsourcing Processing

by PAOLA VARGAS | Aug 27, 2026 | Uncategorized

Bank Statement Processing Outsourcing Choosing between manual entry, software, and outsourced bank statement processing Compare manual entry, software, and outsourced bank statement processing. Understand costs, time, accuracy, and when each approach fits your...
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