IT-Services Firms: your books, closed by the fifth business day.
Quick answer
For it-services firms, TrainedBooks catches your books up and keeps them clean: a person does the cleanup, using our software. Every bank and card transaction is sorted with a plain-English reason, and you get your real profit and a location-aware tax set-aside (real federal + your state's rates), and prepares a tax-ready package so your tax pro just reviews and files. You review the few flagged items and own an exportable ledger. The diagnostic is free with no card required; a one-time cleanup starts at $1,500 and Keep-Clean at $49/mo, with a 30-day money-back guarantee. It is bookkeeping, not a tax preparer, and it does not file returns.
Last updated: September 2026
Managed-services providers, IT shops, and software development studios. TrainedBooks closes your books by the fifth, with recurring infrastructure tracked, client income captured, and payroll kept clean, so you get 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, with recurring infrastructure tracked, client income captured, and payroll kept clean, so you get 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 is one of the things quoted rather than sold at the flat price, so you get a number for your actual book before any work starts, and the Keep-Clean plans cover more accounts monthly. You own and can export the full ledger anytime.