Outsourcing Processing
  • Countries
Sign In Get Started

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.
New

Tax & Compliance

DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
Bank ReconciliationMulti-account
Balance SheetAssets & equity
PricingBy caseload

Get Started

For CPAs & Firms
See the Full Workflow
From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
Explore Accountant Tools
FAQ
Integrations
Sign In
Talk to Us

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.
New
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
See all business tools →

Get Started

For Business Owners
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.
See How It Works
Pricing
Sign In
Contact
FAQ

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.

For Accountants

CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
All PostsBrowse
NewsletterSubscribe

Featured

Most Read
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.
Read the Guide
All Posts
FL Guides
Newsletter
Search

Company

About Us
Why we built a tool that complements QuickBooks instead of competing with it.
Security & Privacy
How client and business data is handled, stored, and protected.
Legal Center
Terms, privacy policy, and confidentiality commitments in one place.

Talk to Us

No Cost
Talk to an Expert Today
Schedule a 30-minute call to see the workflow for your firm or your business, no commitment required.
Book a Call
Contact
Terms
Privacy
Sign In
Outsourcing Processing
Countries
Mortgage
SBA
M&A
Bank Statement Processing
Smart Categorization
QuickBooks Sync
DR-15 Sales Tax
See All for Accountants
Compliance Checklist
Document Reader
Books, Tax-Ready
Financial Reports
See All for Your Business
Immigration Sponsors
Forensic / Legal
For Business Owners
For Accountants
All Posts
About Us
Security & Privacy
Legal Center
Contact
Sign In Get Started
DR-15 Collier County: File Sales Tax Correctly | OP

DR-15 Collier County: File Sales Tax Correctly | OP

by PAOLA VARGAS | Sep 19, 2026 | Florida Compliance

DR-15 Sales Tax DR-15 in Collier County: Naples businesses complete guide File DR-15 in Collier County right. Learn state and county rates, filing steps, and mistakes to avoid for Naples-area small businesses. September 2026 6 min read By Paola Vargas Updated...
SBA Broker Compensation Disclosure Rules | Outsourcing Processing

SBA Broker Compensation Disclosure Rules | Outsourcing Processing

by PAOLA VARGAS | Sep 19, 2026 | SBA Brokers

Broker Commission & Success Fees What SBA regulations actually say about broker compensation disclosure What the U.S. Small Business Administration actually requires brokers to disclose about compensation, fees, and conflicts. No guesswork, all compliance....
Books to CPA Before March 15 | Outsourcing Processing

Books to CPA Before March 15 | Outsourcing Processing

by PAOLA VARGAS | Sep 19, 2026 | Tax Updates

Schedule C & Annual Tax Get your books to your CPA before March 15: the partnership checklist Get your books to your CPA before March 15 with our partnership checklist. Organize records, calculate sales tax, and meet the annual deadline. September 2026 8 min read...
SBA Broker Success Fees Structure | OutsourcingProcessing

SBA Broker Success Fees Structure | OutsourcingProcessing

by PAOLA VARGAS | Sep 19, 2026 | SBA Brokers

Broker Commission & Success Fees How SBA loan broker success fees are typically structured SBA loan broker success fees vary by lender, program, and file complexity. Learn how they’re calculated, what influences your take, and how to model September 2026 9...
DR-15 Manatee County: Filing Guide for Bradenton

DR-15 Manatee County: Filing Guide for Bradenton

by PAOLA VARGAS | Sep 19, 2026 | Florida Compliance

DR-15 Sales Tax DR-15 in Manatee County: Bradenton businesses complete guide File DR-15 sales tax in Manatee County correctly. Complete Bradenton business guide to deadlines, county rates, and filing steps on floridarevenue.com. September 2026 8 min read By Paola...
« Older Entries
Next Entries »

Recent Posts

  • Bank Statement Income Calculation Time | Outsourcing
  • Bank Statement Income Calculation Time | Outsourcing Processing
  • Non-QM vs Conventional: Inconsistent Deposits | Outsourcing
  • Florida Sales Tax Filing Frequency | Monthly, Quarterly | OP
  • Missed Tax Filing Deadline: What Happens | OP

Recent Comments

No comments to show.
  • Follow
  • Follow
  • Follow
  • Follow

links of interest

CONFIDENTIALITY AGREEMENT

TERMS AND CONDITIONS

PRIVACY POLICY

SECURITY OVERVIEW

Contact Info

+1 (305) 645-5345

management@outsourcingprocessing.com

Office Hours

Daily - 7:00 am to 7:00 pm

Sunday - 08:00 am to 11:30 am

Holidays - 08:00 am to 3:00 pm

TAX SEASON 24/7

COPYRIGHT © 2022 Outsourcing Processing  All rights reserved . By Outsourcing Processing Marketing