Tax Ready Resources Library
Thank you for signing up! Here are all the resources referenced in Tax Ready Bookkeeping. Click any PDF to download.
Assessment Tools
- Tax Ready Scorecard – Full 100-point self-assessment
- Quick 10-Question Assessment – 5-minute diagnostic
- Score Interpretation Guide – What your score means
- Nine Categories Worksheet – Detailed scoring criteria
Implementation Guides
- 90-Day Implementation Plan – Week-by-week roadmap
- Week-by-Week Checklist – 12-week detailed plan
- Phase Milestones Guide – Gate definitions
- Sample Improvement Roadmap – Path to 80+ score
- DIY vs Guided Comparison – Choose your approach
- Onboarding Playbook – Working with ProjectBits
Chart of Accounts Templates
- COA – Professional Services
- COA – Construction
- COA – Healthcare
- COA – Technology
- COA Cleanup Checklist
- Account Number Structure Template
- COA Monitoring Rules
Vendor Management
- Vendor Onboarding Checklist
- W-9 Request Email Template
- 1099 Compliance Checklist
- Vendor Verification Workflow
Policy & Compliance
- Policy-to-Rule Cheatsheet
- Dual-Language Policy Sample
- 5 Policies to Automate First
- Compliance Dashboard Template
- Operational Rhythm Calendar
Controls & Risk Management
- Risk Assessment Checklist
- 5 Essential Controls Checklist
- IT Security Basics Checklist
- Asset Verification Procedure
AI & Automation
- AI Capability Overview
- Confidence Threshold Guide
- Human-in-the-Loop Workflow
- AI Privacy Checklist
- AI-Infused SOP Format
Cash Flow & Forecasting
Team & Scaling
- Rails vs Ramps Guide
- Delegation Matrix Worksheet
- Job Description + Rules Template
- Implementation Tracker
Additional Resources
- Entity Type Selection Guide
- Balanced vs Tax Ready Comparison
- Invoice Documentation Checklist
- Warning Signs Self-Assessment
- Three Questions Worksheet
- Bookkeeper Ready Checklist
- QBO Hidden Landmines Checklist
- GRC Framework Overview
Questions? Contact us at info@projectbits.com