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
Catch Up Unorganized Bank Statements | Outsourcing Processing

Catch Up Unorganized Bank Statements | Outsourcing Processing

by PAOLA VARGAS | Aug 4, 2026 | Accounting

CPA Collaboration & Handoff How to catch up on 6 months of unorganized bank statements Overwhelmed by unorganized bank statements? Learn how to organize 6 months of transactions, prepare for your CPA, and file taxes with confidence. August 2026 8 min read By Paola...
Bookkeeping Salon Personal Service | OutsourcingProcessing

Bookkeeping Salon Personal Service | OutsourcingProcessing

by PAOLA VARGAS | Aug 4, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping for Salons and Personal Service Business Clients Outsourced bookkeeping for salons and personal service businesses keeps you focused on clients, not spreadsheets. Learn when and how to outsource. August 2026 7 min...
Florida sales tax in Columbia County | Small business guide

Florida sales tax in Columbia County | Small business guide

by PAOLA VARGAS | Aug 4, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Columbia County: what businesses need to know Florida sales tax rules for Columbia County businesses. Learn state rates, county surtaxes, DR-15 filing, and mistakes that trip up small-business owners. August 2026 6 min read By...
Financial Data Room: Small Business Guide | OP

Financial Data Room: Small Business Guide | OP

by PAOLA VARGAS | Aug 3, 2026 | Business Owners

Business Health & Reports How to build a complete financial data room for your business Learn how to build a financial data room for your small business. Organize records, stay audit-ready, and simplify tax reporting and outsourcing decisions. August 2026 12 min...
Mid-Year Review: Cut Costs & Boost Profit | Outsourcing Processing

Mid-Year Review: Cut Costs & Boost Profit | Outsourcing Processing

by PAOLA VARGAS | Aug 3, 2026 | Strategy

Cash Flow & Planning Mid-year profitability review: how to cut what is not working A mid-year profitability review helps you spot money leaks and fix what isn’t working before year-end. Learn how to analyze and act. August 2026 9 min read By Paola Vargas...
« Older Entries
Next Entries »

Recent Posts

  • DSCR Lease vs Market Rent | High-LTV Calculation
  • W-2 vs 1099: Misclassification Risk | OutsourcingProcessing
  • Calculate Bank Statement Income | Non-QM Co-Borrower Guide
  • Transaction Report Frequency: Monthly vs Annual | Outsourcing Processing
  • Qualify Borrowers Bank Statements | Non-QM Guide

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