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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
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Qualifying Income Calculator

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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.

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Answer five quick questions and get the exact list of documents your business needs in Florida.
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Commingling Splitter1 Click Split
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Immigration Sponsors
I-864 income evidence, built from your already-filed tax return — skip the $500 accountant letter.
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Reconstruct real income from bank records for a divorce or legal case — every adjustment shown, defensible in court.

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SDE Calculation for Multiple Owners | Outsourcing Processing

SDE Calculation for Multiple Owners | Outsourcing Processing

by PAOLA VARGAS | Sep 14, 2026 | M&A Buyers

Seller Discretionary Earnings for Small Deals SDE calculation for businesses with multiple owners How to calculate SDE when a business has multiple owners. Learn allocation methods, equity adjustments, and what to add back per owner. September 2026 9 min read By Paola...
2026 Revenue Data for 2027 Goals | Outsourcing Processing

2026 Revenue Data for 2027 Goals | Outsourcing Processing

by PAOLA VARGAS | Sep 13, 2026 | Strategy

Cash Flow & Planning How to use your 2026 revenue data to set realistic 2027 goals Use your 2026 revenue data to set realistic 2027 business goals. Learn cash flow planning for Florida small business owners. September 2026 11 min read By Paola Vargas Updated...
1099 Borrowers Multiple Businesses: Income | Outsourcing

1099 Borrowers Multiple Businesses: Income | Outsourcing

by PAOLA VARGAS | Sep 13, 2026 | SBA Brokers

Self-Employed & 1099 Income for SBA 1099 borrowers with multiple businesses — combining or separating income for SBA review How 1099 borrowers with multiple businesses should combine or separate income for SBA loan review. Practical guidance for structuring DSCR...
Owner Draws vs Distributions | SBA Income | OutsourcingProcessing

Owner Draws vs Distributions | SBA Income | OutsourcingProcessing

by PAOLA VARGAS | Sep 13, 2026 | SBA Brokers

Self-Employed & 1099 Income for SBA How SBA lenders treat owner draws vs distributions in income calculation How SBA lenders treat owner draws versus distributions in DSCR and income calculations. Practical guidance for 7(a) and 504 file review. September 2026 11...
What Receipts to Keep for Business Taxes | Outsourcing Processing

What Receipts to Keep for Business Taxes | Outsourcing Processing

by PAOLA VARGAS | Sep 13, 2026 | Tax Updates

Schedule C & Annual Tax What receipts do you need to keep for your 2026 business taxes Keep the right business receipts for 2026 taxes. Learn what the IRS expects, what Florida requires, and how to organize them efficiently. September 2026 10 min read By Paola...
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