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
Florida Sales Tax for Daycare | What’s Taxed

Florida Sales Tax for Daycare | What’s Taxed

by PAOLA VARGAS | Oct 23, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax for daycare businesses: what actually gets taxed What gets taxed in Florida daycare? Learn whether services, supplies, and meals are subject to sales tax and how to file your DR-15. October 2026 6 min read By Paola Vargas Updated...
Cash vs Accrual Revenue Acquisition | Outsourcing Processing

Cash vs Accrual Revenue Acquisition | Outsourcing Processing

by PAOLA VARGAS | Oct 23, 2026 | M&A Buyers

Proof of Cash & Revenue Verification Cash-basis vs accrual revenue in a deal: reading the gap Cash-basis vs accrual revenue in M&A: how to spot timing gaps, adjust normalized earnings, and avoid overpaying for phantom revenue. October 2026 9 min read By Paola...
P&L Data Hiring Decision Guide | Outsourcing Processing

P&L Data Hiring Decision Guide | Outsourcing Processing

by PAOLA VARGAS | Oct 23, 2026 | Strategy

Cash Flow & Planning How to use your P&L data to decide if you can afford to hire Use your P&L data to decide if you can afford to hire. Learn the financial metrics small business owners need to evaluate headcount growth responsibly. October 2026 9 min...
EBITDA Multiples by Company Size | OutsourcingProcessing

EBITDA Multiples by Company Size | OutsourcingProcessing

by PAOLA VARGAS | Oct 23, 2026 | M&A Buyers

EBITDA Multiples & Valuation Basics EBITDA multiples by company size: why bigger earns more EBITDA multiples shift dramatically with company size. Learn the real range, why scale matters, and what buyers actually pay for sub-$10M targets. October 2026 10 min read...
Business Meals Deduction 50% Rule | OutsourcingProcessing

Business Meals Deduction 50% Rule | OutsourcingProcessing

by PAOLA VARGAS | Oct 23, 2026 | Tax Updates

Schedule C & Annual Tax Business meals deduction 2027: the 50 percent rule applied correctly Learn the 50 percent rule for business meals deductions in 2027. How to deduct meals correctly and avoid costly mistakes on your Schedule C. October 2026 9 min read By...
« Older Entries
Next Entries »

Recent Posts

  • SBA Quality of Earnings: Why Lenders Require It | Outsourcing Processing
  • SBA Existing Debt Schedule for Brokers | OutsourcingProcessing
  • Small Business Tax Compliance Calendar | Outsourcing Processing
  • SBA Bank Deposits vs Tax Returns | OutsourcingProcessing
  • Organize Stripe Square PayPal Bank | OutsourcingProcessing

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