How We Help
Tax-ready, trustworthy books every month — so you know where you stand, can make informed decisions, and lenders, auditors, and buyers have confidence.
Three Ways We Work With You
Every engagement starts with understanding where you are and where you need to be.
Step 1
Tax Ready Assessment
We evaluate your QuickBooks file across 9 categories and 51 criteria. You get a quantitative scorecard (red/yellow/green), a one-page owner summary, and a custom 90-day stabilization plan. No obligation.
Free • Takes 15 minutes of your time
Step 2
Monthly Bookkeeping
Our team runs a 15-step monthly close process on your QuickBooks file — reconciliation, categorization, vendor management, documentation, and compliance checks. Every transaction gets a clear business purpose. Every month.
Most popular • Monthly retainer
Step 3
Advisory & Automation
Once your books are stable, we help you see forward — 13-week cash flow forecasting, KPI dashboards, AI-assisted compliance monitoring, and Policy-as-Code rules that enforce your business policies automatically.
For established clients • Strategic growth
What’s Included Every Month
The 15 steps most business owners don’t know their bookkeeper should be doing
- Bank & credit card reconciliation
- Transaction categorization & review
- Vendor W-9 & 1099 management
- Receipt & documentation matching
- Uncategorized transaction cleanup
- Accounts payable & receivable review
- Sales tax reconciliation
- Payroll liability verification
- Fixed asset & depreciation tracking
- Intercompany & loan reconciliation
- Month-end journal entries
- Financial statement preparation
- Budget vs actual variance analysis
- Compliance & controls check
- Owner summary & action items
“A business owner doing their own books skips most of these steps — not because they’re lazy, but because they don’t know they exist.”
Built for Your Industry
We specialize in businesses where the accounting software needs to talk to the operational software
IT Services & MSPs
ConnectWise, HaloPSA, or SuperOps → QuickBooks. We reconcile PSA revenue so you see real margin per client, not year-end surprises.
Trades & Field Service
ServiceTitan, Housecall Pro, or Jobber → QuickBooks. We connect field data to clean books so you know which jobs are actually making money.
Professional Services
Consulting firms, agencies, and practices. We maximize your QBI deductions with policy-driven books the IRS expects — every transaction documented.
Start With a Free Assessment
Book a 20-minute conversation. We’ll map your financial flows and tell you exactly where you stand — no pitch, no pressure.
(571) 570-1270 · don@projectbits.com · projectbits.com/taxready
