Trusted by Tech and Professional Service Firms

Austin’s business community is built on innovation — from fast-growing tech startups to established professional service firms. But with growth comes complexity, and accurate bookkeeping is essential to keeping your finances organized, compliant, and investor-ready.

At InVantage3, we provide professional bookkeeping services in Austin, TX, tailored for tech companies, consultants, and service-based businesses. Our team helps you stay on top of your financials, manage cash flow, and make data-driven decisions — all with the reliability and precision your business deserves.

Contact Our Team

Your Austin Bookkeeping Partner

Austin’s economy moves fast — startups scale quickly, professional firms expand, and hybrid teams operate across time zones. You need bookkeeping that keeps up.

At InVantage3, we combine modern, cloud-based systems with 18+ years of accounting experience to deliver accurate, efficient, and scalable financial management. We understand the unique needs of Austin’s tech scene and professional service providers — from SaaS companies tracking recurring revenue to consulting firms managing client billing.

We’re your financial partner, helping you stay organized today and ready for growth tomorrow.

Our Bookkeeping Services in Austin Include

Monthly Bookkeeping and Reconciliation

We manage your monthly transactions, reconcile accounts, and keep your books accurate and investor-ready.

Financial Reporting and Analysis

We create clear, actionable reports that help you understand your cash flow, profit margins, and performance metrics.

Payroll and Expense Management

We handle payroll, reimbursements, and expense tracking — ensuring your team and vendors are paid accurately and on time.

Tax-Ready Financials

We maintain organized, compliant books all year long, so tax season is efficient and stress-free.

Software Setup and Integration

We work with QuickBooks, Deltek Ajera, and other accounting platforms, integrating them with your CRM, billing, or project management tools for seamless financial operations.

Why Austin Tech and Professional Firms Choose InVantage3

Scalable Bookkeeping for Growth

Whether you’re a startup securing funding or a consulting firm expanding your client base, our services scale with your business.

Tech-Enabled Efficiency

We use secure, cloud-based tools to automate manual tasks, reduce errors, and give you real-time visibility into your financials.

Experienced Financial Professionals

With nearly two decades of experience, our team understands the financial complexity of tech and service-based businesses.

Local Insight, National Expertise

We know Austin’s dynamic business landscape — from its startup ecosystem to its professional services market — and bring the expertise to match.

Who We Work With in the Austin Area

We proudly support businesses throughout Austin, Round Rock, Cedar Park, and the greater Central Texas region, including:

  • SaaS and Technology Companies
  • Consulting and Professional Service Firms
  • Architecture & Engineering Businesses
  • Real Estate & Property Management Firms
  • Marketing, Design, and Creative Agencies
  • Construction and Trade Contractors
  • Entrepreneurs and Independent Professionals

Whether you’re building software, managing client projects, or expanding your team, we’ll tailor your bookkeeping to fit your goals.

Why Outsourcing Bookkeeping Makes Sense in Austin

Outsourcing your bookkeeping to InVantage3 helps you:

  • Save time and reduce overhead costs
  • Eliminate errors and stay compliant with Texas business requirements
  • Gain real-time insight into your financial performance
  • Scale your financial operations as your business grows
  • Focus on innovation, clients, and strategy — not spreadsheets

Our Proven Process

Step 1: Review and Assessment

We start by reviewing your current bookkeeping setup and identifying areas for improvement.

Step 2: Cleanup and Optimization

We organize your books, fix inconsistencies, and implement efficient, cloud-based systems.

Step 3: Ongoing Monthly Bookkeeping

Each month, we handle your bookkeeping, deliver reports, and provide insights that help you make informed, confident decisions.

What You Can Expect From InVantage3

When you partner with us, you’ll get:

  • Accurate, up-to-date books every month
  • Transparent, predictable pricing
  • A responsive, professional bookkeeping team
  • Clear financial visibility and peace of mind

We’re not just bookkeepers — we’re your financial operations partner, helping you stay organized and ready for what’s next.

Simplify Your Bookkeeping — Right Here in Austin

Whether you’re leading a fast-growing tech startup or managing a professional services firm, InVantage3 provides reliable, scalable bookkeeping services designed for your business.

Call (425) 375-3026 or reach out through our contact form to connect with our Austin bookkeeping team.

We’ll help you stay organized, compliant, and ready for growth — so you can focus on serving your clients and building your business.
Contact Us

TESTIMONIALS

Real partnerships. Real results.

Don’t just take our word for it! Hear from the businesses that trust InVantage3 to handle their books, simplify their systems, and support their growth.

"Part of my growth strategy."

"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."

Arti O’Brien
President, Advanced Government Services, Inc. (AGS)

"An amazing support system"

“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.”

Paul Manzer
President, Navix Engineering

"Expertise, personalized approach, commitment."

“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.”

Regi John
President, Team Logic IT

"We don't have to worry about accounting."

“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.”

Megan Otto
Director, Business Development, Woodblock Architecture

"They are excellent at what they do."

“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.”

Margaret Tyson
Office Manager, Schemata Workshop

Let's Talk: Schedule a
Consultation Today!