TAX READY BOOKKEEPING
Let’s Make Your QuickBooks Business Tax Ready in 90 Days
Your Books Balance. But Are They Audit-Ready?
Every year, business owners scramble through tax season—hunting for receipts, explaining transactions, paying premium rates for work that should have been done months ago.
There’s a better way.
$310+
per missing 1099 form in IRS penalties
68%
of business owners lack proper expense documentation
$85,000
lost to a single BEC fraud email
Transform Your QuickBooks File From Compliance Burden to Strategic Asset
Tax Ready Bookkeeping gives you a 90-day system to achieve true financial clarity—without hiring a full-time CFO.
📋 Dual-Language Policy System
Policies that actually run, not just sit in binders
⏱️ 10-Day Documentation Window
Capture receipts while memory is fresh
📊 9-Category Tax Ready Assessment
Know exactly where you stand
🤖 AI-Assisted Bookkeeping
Modern tools that save time without creating risk
🛡️ Fraud Prevention Controls
Stop payment scams before they happen
📈 13-Week Cash Flow Forecasting
See what’s coming, not just what happened
Inside the Book
- Foundation of Financial Insight—Structure, Reporting, and Accounts
- Vendor Onboarding—Where Tax Ready Begins
- Why Most Accounting Policies Don’t Work
- From English Policies to Executable Rules
- Defining Outcomes Before You Do the Work
- Measuring Compliance With Code and AI
- AI Agents as Virtual Bookkeeping Staff
- Fraud, Risk, and Controls
- The Tax Ready & Bookkeeper Ready Blueprint
- Scaling People With Policy, Process, and AI
- From Looking Backward to Looking Ahead
- The 90-Day Implementation Plan
The Five Beliefs That Change Everything
1
Balanced ≠ Tax Ready
Your books can balance perfectly and still fail an IRS audit
2
Policies Can Run
Written rules can become automated enforcement
3
Prevention < Cleanup
Catching problems early is cheaper than fixing them later
4
Documentation = Profit
Substantiation isn’t bureaucracy—it’s insurance
5
Forward Visibility
You can see what’s coming, not just what happened
About the Author
Don Lovett
Founder, ProjectBits Consulting
Don Lovett founded ProjectBits Consulting 20 years ago with a simple mission: help business owners get more from their financial data. As an Intuit QuickBooks ProAdvisor and Certified Internal Auditor, he helps growth-minded companies in Northern Virginia move beyond spreadsheets to achieve true financial clarity.
- QuickBooks ProAdvisor
- Certified Internal Auditor
- 20+ Years Experience
Results That Matter
47% → 91%
Compliance score improvement in 90 days
12 → 2 weeks
Employee onboarding time reduction
$47,000
Cash crisis averted with forecasting
Ready to Get Tax Ready?
For Financial Advisors & CPAs
This book makes an excellent gift for your business clients. Clean books make every financial conversation more productive.