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Don’t just take our word for it! Hear from the businesses that trust InVantage to handle their books, simplify their systems, and support their growth.
"As the owner, I’m constantly thinking about our growth strategy and how to be ahead of the curve with our business processes. I made a smart investment in hiring InVantage3. Steve and team are now part of our growth strategy."
“We looked at other vendors, but it was clear that InVantage3 surpassed all the others in terms of value and performance. Steve and team made it their business to become masters of our accounting software system. They are fully literate and an amazing support system, which is a testimony to their customer service approach. They have grown with us which translates to peace of mind for me.”
“I’m a software engineer by training and don’t have a business or finance background. InVantage3 offers a level of consulting, coaching, and education that gives me confidence our business is headed in the right direction—that our metrics are showing healthy trends and growth.”
“The peace of mind we get with InVantage on board means that we don’t have to worry about the accounting side of our business. We are a staff of 12 now and I know we can confidently expand with InVantage3 and their advisory partnership.”
“Steve and his team provide the CPA oversight to make sure our day-to-day payroll operations run smoothly. We are a close-knit team in constant communication. They are excellent at what they do, super-responsive, everyone is always on the same page, and they are a delight to work with. That’s peace of mind for me.”
We believe you should feel informed and confident before choosing a bookkeeping partner. Here are answers to some common questions about how we work and what you can expect.
We primarily work with architecture, engineering, and professional service firms. Our team understands the project-driven financial workflows these industries require—and we tailor our bookkeeping, accounting, and software support services to fit them.
No. While we’re Ajera experts, we also work extensively with QuickBooks Online, QuickBooks Desktop, Statera, and other project-based accounting systems. Whether you're optimizing an existing setup or migrating to a new platform, we can support your team every step of the way.
Yes! Although we have a strong presence in the Pacific Northwest, we support firms across the United States. Our systems, communication processes, and financial platforms are built to serve clients virtually with the same responsiveness and quality you’d expect from a local partner.
Absolutely. Many of our clients come to us because their bookkeeping, reporting, or accounting systems aren't working the way they should. Whether you need a cleanup, system optimization, or a complete financial reset, we meet you where you are and build the right foundation for where you're headed.
Bookkeeping covers your day-to-day financial transactions: recording entries, reconciliations, AP/AR management, and financial closes. Our accounting and advisory services go deeper—offering cash flow forecasting, budget planning, financial strategy, and high-level reporting insights to help your leadership team make smarter business decisions.
Every engagement starts with a free consultation so we can understand your firm’s needs and recommend the right services. After that, onboarding typically moves quickly—especially if you already have accounting systems in place. Most clients are fully operational within a few weeks, depending on the complexity of the project.