Who We Serve
IT Services
MSPs
Trades
What We Believe
A professional should prevent problems, not just fix them.
🛡️ Prevention Over Correction
Compliance should be baked in at the transaction level, making your records audit-proof from the moment they are recorded. No year-end scrambles.
📊 Accuracy is a Right
You deserve numbers you can trust. We replace the belief that “forecasting is guesswork” with predictive analytics that help you see around financial corners.
⚙️ Technology Amplifies Expertise
AI and automation don’t replace human experts — they amplify results. We blend the technology you want with the rigorous business workflows you need.
The ProjectBits Differentiator
The only bookkeeping and advisory firm that integrates decades of executive expertise with cutting-edge automation.
The CFO/CIO Advantage
Led by an advisor who has served as both a CFO and a CIO for large organizations — a unique blend of strategic financial leadership and secure IT systems integration.
Policy-as-Code (Rego/OPA)
Traditional firms use passive manuals that sit on a shelf. We encode your business rules into executable Rego rules that monitor every transaction in real-time for compliance.
Gold-Level Authority
QuickBooks Online Gold ProPartner and Microsoft Solutions Partner. Certified expertise ensuring your stack is secure, compliant, and optimized for growth.
Results You Can Count On
40+
Hours Reclaimed Per Month
By automating repetitive chores like invoice identification and data entry using AI agents.
$3,534
Avg. Annual Tax Savings
Through proactive deduction capture and audit-proof documentation every month.
15%
Profitability Boost
AI agents identified a critical cost overrun within days, improving first-quarter profitability.
100%
Lender-Ready Confidence
Scored, high-integrity financials that stand up to banker and underwriter scrutiny.
Our Core Standards
📋 Tax Ready
Your books are audit-proof every day. We use AI feedback loops to ensure every expense has a clear business purpose and proper documentation attached, maximizing your deductions and eliminating year-end scrambles.
📖 Bookkeeper Ready
We transform your finances into a documented system, not a mystery. We stabilize your processes so that any competent professional can step in and run them with total continuity.
Ready to Stop Guessing and Start Growing?
Take the first step toward financial clarity with our Complimentary Tax Ready Assessment. We’ll map your financial flows and provide you with:
- A Quantitative Scorecard (Red/Yellow/Green) of your data integrity
- A One-Page Owner & Planner Summary
- A custom 90-Day Stabilization Plan to fix your biggest gaps
(571) 570-1270 · don@projectbits.com · projectbits.com/taxready
Frequently Asked Questions
I already have a bookkeeper. Why would I need ProjectBits?
Most bookkeepers record transactions. We go further: we reconcile every account monthly, connect your PSA or operational systems to QuickBooks, enforce documentation standards, and provide CFO-level analysis of what the numbers mean for your business decisions.
What types of businesses do you work with?
We specialize in IT services firms, MSPs, professional services, and trades businesses using QuickBooks Online. If your billing system and your books don’t agree, we fix that.
What does the free assessment include?
A 20-minute conversation where we look at your current bookkeeping setup, identify gaps, and give you an honest assessment of what it would take to get your books tax-ready. No pitch, no pressure — just an honest look at your books.
How do you work with my CPA?
We’re your CPA’s best friend. We prepare your books so that when your CPA receives them, everything is clean, categorized, documented, and ready — no year-end cleanup, no back-and-forth questions. Our founder has a CPA background, so we speak the same language and know exactly what your tax preparer needs. The result: lower CPA bills and faster filings. And if you need us to handle it all, we also prepare and e-file personal and business tax returns in-house.
ProjectBits Consulting · Reston, VA · QuickBooks Gold ProPartner · Microsoft Solutions Partner · 20+ Years Experience