IT-Services Firms: your books, closed by the fifth business day.
Quick answer
For it-services firms, TrainedBooks is AI-native bookkeeping software that closes your books by the fifth business day. It categorizes every bank and card transaction with a plain-English reason, shows your real profit and a monthly tax set-aside, and hands your CPA a clean, file-ready packet. You review the few flagged items and own an exportable ledger. From $29/mo, with a free start and no card required — bookkeeping software, not a tax preparer.
Last updated: June 2026
Managed-services providers, IT shops, and software development studios. TrainedBooks closes your books by the fifth — recurring infrastructure tracked, client income captured, payroll kept clean — with your real margin, a tax set-aside, and a packet your CPA can file from.
The problem
Cloud and tooling bills are large and recurring, client work bills on retainers and milestones, and payroll plus contractors make the monthly close a real chore.
What TrainedBooks does
TrainedBooks closes your books by the fifth — recurring infrastructure tracked, client income captured, payroll kept clean — with your real margin, a tax set-aside, and a packet your CPA can file from.
Built for how a IT-services firm actually runs
Cloud, hosting, and dev-tool spend (AWS, GitHub, monitoring) tracked as recurring cost
Retainer and milestone client income captured cleanly as revenue
Payroll and contractor runs categorized with tax lines kept distinct
True monthly margin and a tax set-aside, without a bookkeeper
How it works
Bring in your activity
Upload a bank or QuickBooks CSV, a statement PDF, or a photo of a receipt.
TrainedBooks does the close
Every line categorized with a confidence and a plain-English reason. It learns each correction you make.
You get your numbers
Profit, margin, and what to set aside for taxes — plus a CPA-ready packet. You approve; you stay in control.
Bookkeeping for it-services firms — FAQ
Does TrainedBooks recognize cloud and developer tools?
Yes. Recurring infrastructure like AWS, GitHub, and monitoring is categorized as software/infrastructure cost with a reason, and learns your corrections over time.
Can it handle our payroll and contractors?
Payroll and contractor payments are categorized, with their tax lines kept distinct, and contractor payments are flagged for 1099 follow-up rather than mis-posted.
Will it scale with our transaction volume?
Higher-volume firms can use the Studio plan, which covers more transactions per month with priority support. You own and can export the full ledger anytime.