Outsourcing Processing
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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
See the Full Workflow
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.
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 →

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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.
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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.

For Accountants

CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
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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.
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Why we built a tool that complements QuickBooks instead of competing with it.
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How client and business data is handled, stored, and protected.
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Schedule a 30-minute call to see the workflow for your firm or your business, no commitment required.
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Outsourcing Processing
Home
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
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Guides

For Your Business

Practical tools that read your banking activity and documents, then tell you what to do next — in plain English. No accounting background required.

Commingling Splitter

Personal and business expenses mixed in one account, identified and separated before your CPA has to.

Subscription & Fee Radar

Every recurring charge and hidden bank fee surfaced, grouped, and totaled — so you decide what stays.

Receipt Matcher

Transactions matched to their receipts automatically. Every deduction documented before tax season.

Cash Pulse Dashboard

Money in, money out, and what to watch next — a clear answer to how your business is really doing.

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Recent Posts

  • Year-End Financial Package for Clients | Outsourcing Processing
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  • Maximize Section 179 Deduction | OutsourcingProcessing
  • Red Flags Outsourced Bookkeeping | OutsourcingProcessing

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+1 (305) 645-5345

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Outsourcing Processing

Pre-Close Automation for CPAs and business owners nationwide.

Contact

+1 (305) 645-5345
info@outsourcingprocessing.com

Mon–Sat 7:00 am – 7:00 pm ET
Sun 8:00 – 11:30 am ET

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