Ready to Take Control of Your Business Finances?
Most small business owners are not flying blind by choice. The books get “done” — but the numbers don’t feel trustworthy. Tax time is a scramble. Cash is always a mystery.
We bring together bookkeeping, tax strategy, and technology into a single practice — because those three things should never be separate. Every transaction coded, documented, and reconciled against a defined standard. Every month, not just at year-end.
The result: books that a tax preparer, an auditor, or a lender would expect — without the year-end scramble. And a trusted advisor who answers the question: “What do these numbers mean for what I should do next?”
Tax Ready Bookkeeping
- Monthly close with every transaction coded, documented, and reconciled
- Bank, credit card, and subledger reconciliation every month
- Books maintained to the standard a tax preparer, auditor, or lender expects
PSA + QBO Integration
- ConnectWise, HaloPSA, SuperOps, and field service tools connected to QuickBooks Online
- Invoice export, item mapping, customer sync, and tax handling aligned
- Revenue from every system lands in the right account, on time, every month
Fractional CFO Advisory
- Cash flow forecasting, margin analysis, and budget vs. actual reporting
- The answer to “what do these numbers mean for what I should do next?”
- CFO-level thinking translated into systems your team can actually run
“The ProjectBits Consulting team revamped our accounts payable procedures, yielding improved outcomes and cost savings.” – Financial Service Client
Trusted Credentials
QuickBooks Online ProAdvisor | Certified Internal Auditor (CIA) | 20+ Years in Business | Microsoft Solutions Partner
Frequently Asked Questions
What does “Tax Ready” mean?
It means your books are maintained to the standard that a tax preparer, auditor, or lender would expect — every month, not just at year-end. Every transaction is coded, documented, and reconciled against a defined policy. When someone asks to see your financials, the answer is always “yes, here they are.”
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 deliver advisory insight — not just balanced books, but books you can make decisions from.
What types of businesses do you work with?
We specialize in IT services firms, MSPs, professional services, and trades businesses — especially those using QuickBooks Online alongside operational tools like ConnectWise, HaloPSA, SuperOps, ServiceTitan, or Stripe. 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 the biggest gaps, and give you a clear picture of where you stand. No pitch, no pressure — just an honest look at your books and what it would take to get them tax-ready.
Do I need to switch to QuickBooks Online?
We work exclusively with QuickBooks Online. If you’re on desktop QuickBooks or another platform, we can help you evaluate whether migrating to QBO makes sense for your business — and manage the migration if it does.
How is this different from a CPA?
A CPA prepares your tax return. We prepare your books so that when your CPA gets them, everything is clean, documented, and ready — no cleanup, no questions, no surprises. We work alongside your CPA, not instead of them.
