Bookkeeping & Advisory Services for Small Businesses
Accurate Books. Meaningful Financial Insights. Better Business Decisions.
We combine accurate bookkeeping with strategic financial insights to help small businesses grow with clarity and make informed financial decisions. With over 20 years of experience in finance, accounting, and real-world business operations, we deliver clean, organized financial records ready for your CPA and actionable financial insights that drive smarter business decisions. At Blue Walney Bookkeeping & Advisory, we measure success by the confidence and assurance our clients gain through visibility and control of their finances.
From Bookkeeping to Business Strategy
Behind every organized set of books is a story about how your business earns, spends, and grows. At Blue Walney Bookkeeping & Advisory, we go beyond data entry and reconciliations, turning financial reports into insights that reveal what’s working, what’s changing, and where to focus next. Whether you need consistent monthly bookkeeping or deeper financial advisory support, we help you stay informed, prepared, and confident in every business decision.
Bookkeeping Services Give You Answers to Questions Such As:
Are my income and expenses properly categorized?
What is my profit and loss for a specific month, quarter, or year by business segment?
Are my accounts reconciled and accurate?
What is my current cash balance?
Are my books organized and ready to share with my CPA at tax time?
Our monthly bookkeeping services give small business owners the clarity and control they need to make confident financial decisions. We keep your financial foundation clean, organized, and tax-ready, supported by accurate financial reports and reconciled accounts you can trust.
Want Deeper Financial Insight? Add Advisory Services To:
See which clients, services, or investments generate the highest profits.
Understand whether your business is consistently cash flow positive, or at financial risk.
Identify rising expenses early and uncover opportunities to save.
Compare actual results to budgets, projections, and goals with confidence.
Our financial insight and advisory services give small business owners the clarity to make smarter business decisions today and the strategy to grow tomorrow. Through consistent cash flow analysis, profitability insights, and customized financial reporting, we help you plan, forecast, and scale with confidence.
Why Choose Us?
Our Industry Expertise
With over a 20 years of finance and accounting experience, along with backgrounds in small business ownership, we bring firsthand industry insight to deliver tailored, practical bookkeeping services and financial analysis that helps you understand your business performance, make informed financial decisions and thrive with confidence.
More Time for What Matters
Outsourcing your bookkeeping and financial tasks frees up valuable time so you can focus on growing your business, strengthening client relationships, and making strategic decisions. With a professional handling your bookkeeping, you gain peace of mind and more time to do what you do best.
Financial Insights
We provide clear financial reports including profit and loss statements, balance sheets, and cash flow reports, with easy-to-read charts and summaries that show profit margins, expense trends, and real-time cash flow. These insights help you track performance, spot opportunities, and make smarter decisions for budgeting, cost control, and growth.
Accuracy & Compliancy
We maintain accurate, compliant records by following industry standards, reconciling accounts, and reviewing transactions regularly. Our clients always have organized, CPA-ready books and everything their tax preparers need, delivered with accuracy and professionalism.
What Our Clients Say
We’re proud to earn the trust of small business owners across Northern Virginia and beyond who value clarity, accuracy, and peace of mind in their bookkeeping and financial management. Here’s what they say about working with Blue Walney Bookkeeping & Advisory:
Technology Consulting Firm CEO
Alexandria, VA
“Blue Walney Bookkeeping provides financial reports with analytics and visualizations that give me a clear picture of my numbers. Their support has made planning ahead simpler, reduced the stress of running my business, and given me real confidence in where my money is going.”
MedSpa Owner
Fairfax, VA
“Working with Blue Walney Bookkeeping has taken such a weight off my shoulders. They keep everything organized, handle every detail, and I finally don’t stress about tax season or monthly reports.”
Our Bookkeeping & Financial Advisory Services
We offer a comprehensive suite of monthly bookkeeping and financial advisory services tailored to meet the needs of small business owners. From financial record-keeping to detailed financial reporting and analysis, our dedicated team helps you stay organized, informed, and confident every step of the way.
Custom packages are available, and pricing is based on transaction volume, account complexity, and the number of connected accounts.
All of our bookkeepers are QuickBooks Online ProAdvisor Certified, ensuring your business receives accurate, reliable, and professional support.
Essentials Package from $350/month
For solopreneurs and small businesses who need accurate, tax-ready books
Monthly categorization of account transactions
Monthly bank, credit card, and loan account reconciliations
Monthly standard financial reports (Balance Sheet, Profit & Loss, Cash Flow)
Clean, organized records ready for your CPA or tax preparer
Secure document sharing portal
Email support for bookkeeping questions
Growth Package from $500/month
For growing small businesses with higher transaction volumes and multiple accounts
Includes everything in the Essentials PLUS:
Class or location tracking by project or department
Accounts payable and accounts receivable tracking
Quarterly financial review call (30 minutes)
Premium Package from $1,000/month
For businesses with high transaction volumes and a need for deeper financial insight
Includes everything in the Growth PLUS:
Monthly financial insights report (cash flow trends, expense drivers, and profitability insights)
Full accounts payable & accounts receivable management (invoicing, vendor payments, collections support)
1099 preparation & filing
Monthly financial review call (30 - 60 Minutes)
One-Time & Additional Services
Clean-Up/Catch-Up Bookkeeping
Behind on your books? Whether you're a few months behind or haven’t updated them in over a year, our team specializes in clean-up and catch-up bookkeeping that brings your financial records current, accurate, and organized.
QuickBooks Online Set-Up for Self Bookkeeping
This one-time service is designed for small business owners who want to manage their own bookkeeping but need help getting started the right way. We handle the complete initial setup of your QuickBooks Online (QBO) account so you're ready to take over with a clean, customized system tailored to your business needs.
Receipt Management
Submit receipts instantly through our mobile app or email. Each image is reviewed and matched to the correct transaction in QuickBooks Online, then stored securely for audit and tax documentation. This process ensures complete, accurate records and makes expense tracking effortless.
Custom Financial Advisory Services
Looking for more than standard reports? Upgrade to custom financial dashboards designed around your business priorities, from profitability by service line to expense analysis and cash flow forecasting. We deliver the exact insights you need to make confident, informed financial decisions.
About Us
Blue Walney Bookkeeping & Advisory provides professional bookkeeping and financial advisory services designed specifically for small business owners. We help you stay organized, gain clarity, and make informed financial decisions while you focus on growing your business with confidence. Our team brings decades of experience in finance, accounting, and small business ownership to every client relationship. We combine firsthand industry knowledge with practical expertise to deliver accurate bookkeeping, meaningful financial insights, and personalized support for your long-term success.
Founder Lisa Johnson
I started Blue Walney Bookkeeping & Advisory because I genuinely love working with small business owners. I understand the hustle, the risks, and the passion that go into building something of your own. My goal is to be a trusted partner who brings peace of mind, clarity, and structure to your finances, and maybe even helps you enjoy the numbers a little more.
With an MBA in Finance from The Wharton School and over 20 years of experience in finance and accounting at Fortune 500 companies, numbers have always come naturally to me. I’ve also spent more than a decade managing the books for my own small business ventures, where I discovered how much I enjoy helping others turn complex financial details into clear, actionable insight.
Contact Us
Schedule a free consultation to discuss your bookkeeping and financial advisory needs, explore our services, and see how we can help your small business stay organized and grow with confidence.
📍 Location: Based in Alexandria, Virginia (serving clients throughout Northern Virginia, Washington, DC, Maryland, and nationwide)
📧 Email: info@bluewalney.com
📞 Phone: 703-424-9935