ProjectBits Consulting

About Us

Clean Up Your Books. Improve Performance. Reduce Risk. Stay Tax Ready.

🏆 My book "Tax Ready Bookkeeping" hit #1 New Release in QuickBooks on Amazon.

We help IT services firms, MSPs, and trades businesses turn QuickBooks Online into a financial system they can trust — every month, not just at year-end. Stop "flying blind" and reclaim your time.

What makes ProjectBits different:

🛡️ Prevention Over Correction — Compliance baked in at the transaction level, making your records audit-proof from the moment they are recorded.

⚙️ The CFO/CIO Advantage — Led by a former CFO and CIO, providing a unique blend of strategic financial leadership and secure IT systems integration.

📊 Policy-as-Code (Rego/OPA) — We encode your business rules into executable policies that monitor every transaction in real-time for compliance.

🏅 Gold-Level Authority — QuickBooks Online Gold ProAdvantage Partner + Microsoft Solutions Partner.

Results our clients see:
• 40+ hours reclaimed per month via AI automation
• $3,534 average annual tax savings
• 15% profitability boost from AI-identified cost overruns
• 100% lender-ready financials that pass banker scrutiny

We partner with CPAs, not compete with them. Our founder has a CPA background, so we speak the same language and know exactly what your tax preparer needs. And if you need us to handle it all, we also prepare and e-file personal and business tax returns in-house.

📅 Book a free Tax Ready Assessment: https://calendly.com/donlovett/conversation-wit...

Don Lovett · ProjectBits Consulting · Reston, VA · 20+ Years Experience
📞 (571) 570-1270 · ✉️ don@projectbits.com
🔗 https://projectbits.com/taxready/

How We Got Started

We founded ProjectBits Consulting 20 years ago so business owners could achieve that—by building and refining the way money moves through their books and is recorded in their financial data flows. This means your numbers support smarter pricing, better cash decisions, and strong day-to-day control, not just check-the-box compliance. As a former CFO and CIO, I have led teams to blend the technology you want with the business workflows you need, reducing uncertainty and making every decision count.

The products and services we offer

Advisory Finaancial Process Optimization Strategic Assessment Business It Solutions Commercial Consulting Bookkeeping Payroll Payroll Services Tax Preparation Service Business Planning Virtual Cfo Cash Flow Management Financial Modeling Financial Literacy Business It Services Financial Reporting Show all 16

"I had the pleasure of connecting with Don Lovett recently, and I walked away from our..." Read more "I had the pleasure of connecting with Don Lovett recently, and I walked away from our conversation with a clearer perspective on something I see constantly in my own work: financial system implementations often fail not because the technology is wrong, but because the people side is ignored. Don gets that. He didn't just talk about bookkeeping and financial systems. He talked about where growing businesses get stuck, and why adoption and readiness have to come before the tool selection. That's a rare mindset in the financial advisory space. He shared his Financial Maturity Staircase and Tax-Ready methodology — both thoughtful frameworks that map directly to where founder-led businesses are outgrowing how they manage their numbers. There is real substance behind what he does. Beyond the conversation itself, Don introduced me to two other connections without being asked. That kind of generosity says everything about how he shows up professionally. If you are a growing business navigating financial systems, bookkeeping, or AP automation, Don is someone worth a real conversation. He is knowledgeable, collaborative, and genuinely invested in helping other businesses succeed."

Highly Recommended

"Just had a great initial consult with Don Lovett. It’s rare to find someone who seamlessly..." Read more "Just had a great initial consult with Don Lovett. It’s rare to find someone who seamlessly bridges the gap between financial discipline and modern tech. He deeply understands the EOS model and how to use AI to turn bookkeeping from a headache into a strategic advantage. If you're looking for high-level financial clarity, Don is the person to talk to."

Strategic Advisory

At ProjectBits Consulting, our mission is to enhance your business outcomes by optimizing processes and integrating advanced IT tools. We are ded...

Process Optimization

At ProjectBits Consulting, we are committed to helping businesses unlock their full potential through effective process mining and execution. Our...

Precision Bookkeeping

At ProjectBits Consulting, our precision bookkeeping services empower medium-sized businesses with accurate, real-time financial insights. As cer...

"I had an excellent strategic conversation with Lori Zeoli about the intersection of financial..." Read more "I had an excellent strategic conversation with Lori Zeoli about the intersection of financial transformation and change management. Lori brings a critical perspective that's often missing in bookkeeping and financial system implementations — the people side. She has 27 years of corporate experience and now focuses on helping small businesses and enterprises manage AI adoption and technology transformation through structured change management methodologies. During our call, we discussed real-world scenarios, such as AP automation projects where the technology succeeded but organizational adoption failed, and she immediately understood where her services could add value. Lori is building a practice around helping founder-led businesses navigate growth transitions, which aligns well with the challenges many growing companies face when moving from DIY bookkeeping to structured financial operations. She's thoughtful, strategic, and genuinely focused on client outcomes rather than just selling tools. If you're implementing new systems, going through operational transformation, or struggling with team adoption of new processes, Lori is worth talking to."

Highly Recommended

"had an excellent discovery call with Staci, where she walked me through her three-pillar..." Read more "had an excellent discovery call with Staci, where she walked me through her three-pillar marketing approach: brand strategy, website development, and fractional CMO services. What stood out was how she starts with fundamentals - target market clarity, competitive positioning, business goals - before touching any tactical marketing. She gave a great example of clients who answer 'anybody with cash' when asked about their target market, and how she pumps the brakes to get the foundation right first. Staci clearly understands both sides of website effectiveness: the emotional appeal for prospects seeking solutions and the technical SEO foundation that Google evaluates. She also articulated the fractional CMO role well, coming in to execute and implement marketing tactics for clients who already have a strategy and infrastructure in place. Her 20+ years of experience, including VP and director-level roles at major companies, show in how she thinks about marketing as a business discipline rather than just tactics. We had a substantive conversation about AI, automation, and business systems, and I appreciated her genuine curiosity and strategic thinking. "