The Advisor With the Best Memory Wins

We built the infrastructure and process automation to have the best memory — so your books are audit-ready,
lender-ready, and tax-ready every month, not just at year-end.

Our Story

Don Lovett founded ProjectBits Consulting 20 years ago with a clear conviction: a professional should prevent problems, not just fix them.

Don’s career started in the accounting trenches — corporate consolidation work for Fortune 500 companies where he earned his CPA and Certified Internal Auditor credentials. Ten years at KPMG sharpened that foundation into real consulting discipline, delivering results for organizations ranging from 50-person Silicon Valley startups to global enterprises like AT&T, Southwestern Bell, Telmex, Logitech, and Brocade.

Along the way, Don built a rare dual skill set — finance and technology. A BBA in Accounting, an MBA, a graduate certificate in Software Quality Engineering from UT, and credentials in project management (PMP), IT security (SSCP), and ITIL service management mean he speaks both languages fluently. That ITIL foundation shapes how we run every client engagement — documented runbooks, defined escalation paths, and repeatable monthly close processes that don’t depend on any single person. That’s why the ProjectBits team can serve as both your CFO and your CIO.

Today we serve IT services firms, MSPs, and trades businesses across the country — the kinds of companies where high transaction volume meets complex job costing, and where “close enough” bookkeeping creates real risk.

Our team combines that Big Four discipline with modern automation — Policy-as-Code compliance monitoring, AI-assisted transaction classification, and structured memory built from helping over 50 organizations plan, implement, and operate financial software — so you never have to re-explain your business to our team — and every conversation is grounded in real-world knowledge of your operations.

Don Lovett, Founder of ProjectBits Consulting

Don Lovett
Founder, ProjectBits Consulting
CPA | CIA | PMP | SSCP | ITIL
QuickBooks Gold ProPartner

QuickBooks Gold ProPartner and Microsoft Solutions Partner

What We Believe

Five convictions that shape every engagement

Balanced ≠ Tax Ready

Your books can balance perfectly and still fail an IRS audit. We make them audit-proof at the transaction level, every day — not just at year-end.

Policies Can Run, Not Just Sit

Most accounting policies sit in binders. Ours are executable rules that monitor every transaction in real-time for compliance — Policy-as-Code.

Prevention Costs Less Than Cleanup

Catching a miscategorized expense in week one is a 30-second fix. Finding it during tax prep is a $200 forensic exercise. We catch it in week one.

Documentation Protects Profit

Every receipt, every vendor W-9, every business purpose memo — substantiation isn’t bureaucracy, it’s insurance against the audit you hope never comes.

Forward Visibility Is Achievable

You can see what’s coming, not just what happened. 13-week cash flow forecasting and real-time dashboards replace the quarterly surprise.

Who We Serve

Growth-minded businesses that need their financial data to work as hard as they do

IT Services

IT Services & MSPs

PSA revenue and QuickBooks in sync — real margin per client, no year-end archaeology. We work with ConnectWise, HaloPSA, and SuperOps shops.

Trades

Trades & Field Service

Which jobs are actually making money — field service app connected to clean QBO books. We integrate with ServiceTitan, Housecall Pro, and Jobber.

Professional Services

Professional Services

Stop leaving QBI deductions on the table — policy-driven books the IRS expects. Consulting firms, agencies, and professional practices across Northern Virginia.

Ready to Work With an Advisor Who Remembers?

Book a complimentary 20-minute conversation. No pitch, no pressure — just an honest look at where your books stand and whether we’re the right fit.

(571) 570-1270 · don@projectbits.com · projectbits.com/taxready

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