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
DSCR from Lease vs Market Rent | Multiple Business

DSCR from Lease vs Market Rent | Multiple Business

by PAOLA VARGAS | Sep 6, 2026 | Mortgage Brokers

DSCR Loans How DSCR is calculated from a lease vs a market rent schedule — when the borrower has more than one business Calculate DSCR accurately when a borrower has multiple businesses with lease income and market rent. Understand investor guidelines and valuation...
Calculate Qualifying Income Bank Statements | Outsourcing Processing

Calculate Qualifying Income Bank Statements | Outsourcing Processing

by PAOLA VARGAS | Sep 6, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — when the borrower has both W-2 and self-employment income How lenders calculate qualifying income from 12 months of bank statements for borrowers with both W-2 and...
Calculate Qualifying Income: 12-Month Bank Statements | Outsourcing Processing

Calculate Qualifying Income: 12-Month Bank Statements | Outsourcing Processing

by PAOLA VARGAS | Sep 6, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — for a jumbo non-QM file How lenders compute qualifying income from 12 months of bank statements in jumbo non-QM files. Real calculation method and submission checklist...
Calculate Qualifying Income from Bank Statements | OP

Calculate Qualifying Income from Bank Statements | OP

by PAOLA VARGAS | Sep 3, 2026 | Mortgage Brokers

Bank Statement Loans How lenders calculate qualifying income from 12 months of bank statements — when the deposits look inconsistent month to month Discover how lenders calculate qualifying income from inconsistent monthly bank statement deposits—real methods for...
Non-QM Income Errors | Kickback Guide | OutsourcingProcessing

Non-QM Income Errors | Kickback Guide | OutsourcingProcessing

by PAOLA VARGAS | Sep 3, 2026 | Mortgage Brokers

Faster Non-QM Income Calculation Why non-QM files get kicked back over income calculation errors — for a jumbo non-QM file Non-QM files get rejected over income calculation errors. Learn why jumbo files fail, where brokers miss, and how to catch errors before your...
Non-QM Income Calculation Errors | Kickback Risk Guide

Non-QM Income Calculation Errors | Kickback Risk Guide

by PAOLA VARGAS | Sep 3, 2026 | Mortgage Brokers

Faster Non-QM Income Calculation Why non-QM files get kicked back over income calculation errors — when the deposits look inconsistent month to month Why non-QM files get kicked back over inconsistent deposits. Learn how to calculate and organize income data correctly...
« Older Entries
Next Entries »

Recent Posts

  • DR-15 in Osceola County Guide | OutsourcingProcessing
  • Asset vs Stock Deal Working Capital | OutsourcingProcessing
  • Accounts Payable Timing Tricks & Working Capital | OP
  • Florida Sales Tax for Restaurants: What’s Taxable | OP
  • Working Capital True-Up Disputes: Negotiation | 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