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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
PricingBy caseload

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For CPAs & Firms
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From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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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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What a Registered Agent Actually Does
It's not a lawyer, and you don't need to pay $100/year for someone else to be it. Here's the real requirement.
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Outsourcing Processing
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Outsourced Bookkeeping for Tax Season Capacity | OutsourcingProcessing

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...
Manual Entry vs Software vs Outsourced Bank Statement Processing | Outsourcing Processing

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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Tell Clients Bookkeeping Is Outsourced | OutsourcingProcessing

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Business Process Outsourcing How to Introduce Outsourced Bookkeeping to Clients Without Losing Trust Learn how to introduce outsourced bookkeeping to clients while maintaining trust and transparency in your back-office operations. August 2026 8 min read By Paola...
Bank Statement Processing & Faster Mortgage/SBA Review | OutsourcingProcessing

Bank Statement Processing & Faster Mortgage/SBA Review | OutsourcingProcessing

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Bank Statement Processing Outsourcing How outsourced bank statement processing supports faster mortgage and SBA file review Outsourced bank statement processing accelerates mortgage and SBA file reviews by organizing transaction data, reducing lender delays, and...
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Multi-Bank Statement Consolidation | OutsourcingProcessing

by PAOLA VARGAS | Aug 25, 2026 | Uncategorized

Bank Statement Processing Outsourcing Multi-bank statement consolidation — why outsourcing makes it easier Multi-bank statement consolidation streamlines back-office work. Learn why outsourcing centralizes your data, saves time, and strengthens CPA collaboration....
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How to Price Advisory Services CPA | OutsourcingProcessing

by PAOLA VARGAS | Aug 24, 2026 | Uncategorized

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