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
Collateral Shortfalls in SBA Deals | Positioning Tips

Collateral Shortfalls in SBA Deals | Positioning Tips

by PAOLA VARGAS | Oct 4, 2026 | SBA Brokers

SBA Loan Approval Readiness Collateral shortfalls — how brokers position SBA deals when collateral is thin How SBA loan brokers position deals when collateral is thin or absent. Calculate DSCR, organize cash flow data, and strengthen marginal files before lender...
Credit Score Thresholds & SBA Approval | OutsourcingProcessing

Credit Score Thresholds & SBA Approval | OutsourcingProcessing

by PAOLA VARGAS | Oct 4, 2026 | SBA Brokers

SBA Loan Approval Readiness How credit score thresholds actually affect SBA loan approval odds How credit score thresholds actually affect SBA loan approval odds. Understand what lenders require and when marginal scores derail deals. October 2026 10 min read By Paola...
Why SBA Loan Packages Get Rejected | Outsourcing Processing

Why SBA Loan Packages Get Rejected | Outsourcing Processing

by PAOLA VARGAS | Oct 4, 2026 | SBA Brokers

SBA Loan Approval Readiness Common reasons SBA loan packages get sent back for more information Learn the top reasons lenders send SBA loan packages back for more information and how to catch errors before submission. October 2026 9 min read By Paola Vargas Updated...
SBA 7(a) Document Checklist | Pre-Submission Guide

SBA 7(a) Document Checklist | Pre-Submission Guide

by PAOLA VARGAS | Oct 1, 2026 | SBA Brokers

SBA Loan Approval Readiness Document checklist brokers use before submitting an SBA 7(a) package Essential document checklist brokers use before submitting an SBA 7(a) package. Avoid rework, tighten DSCR proof, and speed underwriting approval. October 2026 11 min read...
SBA Loan Approval Odds: What Actually Predicts Yes

SBA Loan Approval Odds: What Actually Predicts Yes

by PAOLA VARGAS | Oct 1, 2026 | SBA Brokers

SBA Loan Approval Readiness SBA loan approval odds — what actually predicts a fast yes SBA loan approval odds hinge on DSCR, cash flow history, and guarantor strength. Learn what actually moves underwriters to fast-track approval. October 2026 11 min read By Paola...
Pre-Qualify SBA Borrowers Before Submitting | Outsourcing Processing

Pre-Qualify SBA Borrowers Before Submitting | Outsourcing Processing

by PAOLA VARGAS | Oct 1, 2026 | SBA Brokers

SBA Loan Approval Readiness Pre-qualifying an SBA borrower before submitting to a lender Pre-qualify SBA borrowers before lender submission. Prevent rejected files and wasted weeks by validating DSCR, cash flow, and guaranty strength upfront. October 2026 10 min read...
« 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