Clarity, Accuracy, and Peace of Mind

Running a small business means keeping track of a thousand details. Bookkeeping shouldn’t be one of them. When your finances are disorganized or behind, it’s hard to make confident decisions.

At InVantage3, we handle your bookkeeping virtually — keeping your numbers accurate, organized, and always accessible. You’ll have the clarity to make smart choices and the time to focus on what really matters: running your business.

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Organized Books, Clear Decisions

When your books are current and accurate, you can see exactly where your business stands — no guessing, no surprises. We keep everything up to date, so you always know your cash flow, profitability, and financial position.

Our virtual bookkeeping services combine professional expertise with secure, cloud-based technology to keep your finances running smoothly and transparently.

What’s Included in Our Virtual Bookkeeping Services

Monthly Bookkeeping and Account Reconciliation

We record every transaction, reconcile your accounts, and maintain accurate records each month — so your books are always ready for review.

Financial Reporting and Analysis

We go beyond spreadsheets. You’ll receive clear, easy-to-understand reports that show how your business is performing and where you can improve.

Expense and Cash Flow Tracking

We monitor your spending and cash flow to help you manage costs and plan ahead — giving you a clear picture of your financial health.

Tax-Ready Books

We keep your books organized and compliant all year long, so tax season is straightforward and stress-free.

Software Setup and Optimization

Whether you use QuickBooks, Deltek Ajera, or another platform, we ensure your system is set up correctly and working efficiently for your business.

How We Keep Your Books Running Smoothly

Step 1: Review and Setup

We start by evaluating your current bookkeeping system, identifying what’s working and what needs improvement.

Step 2: Cleanup and Organization

We clean up your books, correct errors, and set up efficient workflows that save you time and reduce stress.

Step 3: Monthly Bookkeeping and Support

Each month, we manage your bookkeeping, deliver reports, and provide insights to help you make informed financial decisions.

Why Businesses Choose InVantage3 for Virtual Bookkeeping

Real Experience You Can Trust

With over 18 years of financial experience, our team understands the challenges small businesses face and how to keep your books accurate and compliant.

Personalized, Responsive Service

You’ll work directly with professionals who know your business and respond quickly when you need support.

Scalable Solutions for Growing Businesses

We adjust our services as your business grows — giving you the right level of support at every stage.

Common Bookkeeping Challenges We Solve

Many small business owners reach out to us when they’re dealing with:

  • Books that haven’t been updated in months
  • Confusing reports or missing data
  • Difficulty tracking cash flow or expenses
  • Time wasted trying to manage bookkeeping alone
  • Errors caused by outdated systems or processes

If this sounds familiar, we can help you get back on track quickly and confidently.

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The Results You Can Expect

When you partner with InVantage3, you’ll gain:

  • Accurate, up-to-date books every month
  • Clear visibility into your financial performance
  • More time to focus on clients and growth
  • Confidence in every financial decision
  • A trusted partner who understands your business‍

Who We Work With

Our virtual bookkeeping services are ideal for:

  • Professional Service Firms
  • Architecture & Engineering Businesses
  • Consultants & Freelancers
  • Real Estate & Property Management Companies
  • Hospitality & Service-Based Businesses
  • Technology & Creative Agencies

Partner With InVantage3 for Reliable Bookkeeping

We’re here to make your bookkeeping simple, accurate, and stress-free. Our team combines financial expertise with personalized service to give you the clarity and confidence you need to grow.

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

With InVantage3, your books stay accurate, your reports make sense, and your business runs with confidence.

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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

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