For Financial Advisors

A Book Worth Giving Your Clients

Help your business clients get Tax Ready—and make your job easier

Why Give This Book to Your Clients

When you give Tax Ready Bookkeeping to your clients, you’re:

  • Providing genuine value (not a sales pitch)
  • Helping them solve a real problem
  • Introducing them to a resource that makes YOUR job easier
  • Positioning yourself as a trusted advisor

Clean Books = Better Conversations

Clean, well-organized books make every financial conversation more productive:

For CPAs

Tax prep becomes straightforward, not a forensic exercise

For Financial Planners

Accurate data for retirement and cash flow planning

For Bankers

Loan applications with reliable financials

For M&A Advisors

Due diligence that doesn’t derail deals

Bulk Orders for Client Gifts

QuantityPrice/BookSavings
10-24 books$15.9920% off
25-49 books$13.9930% off
50+ booksContact usCustom pricing

How to Introduce ProjectBits to Your Clients

See Appendix E in the book for email and conversation templates. Here’s a sample:

“I recently came across a resource I thought you’d find valuable. It’s called Tax Ready Bookkeeping, and it addresses something I see with a lot of business owners—books that balance but aren’t truly audit-ready…”

Request Bulk Order Information

Fill out the form below and we’ll send you bulk order details and a sample chapter.

Questions? Contact Don directly at don@projectbits.com or call 703-434-1660

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