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 provide monthly bookkeeping and financial advisory services for small businesses that want clean books, reliable reporting, and clear financial insight.
In addition to accurate, tax ready bookkeeping, our financial advisory services help business owners understand their numbers, improve cash flow, and make informed decisions as their business grows.
Services are tailored to your industry, business goals, and the systems you use to run your business. All bookkeeping is performed by QuickBooks Online ProAdvisor certified professionals, ensuring consistent, accurate, and dependable financial reporting.
Pricing for ongoing bookkeeping services starts at $500 per month.
Core Bookkeeping
For small businesses that want reliable, tax ready financials and confidence their books are correct.
Monthly categorization of account transactions
Monthly bank and credit card reconciliations
Monthly financial statements including Profit and Loss and Balance Sheet
Clean, organized year-end books ready for your CPA or tax preparer
Email support for bookkeeping questions
Result: You know your books are accurate and ready for tax preparation, with minimal back and forth.
Premium Bookkeeping
For growing businesses that need more structure, oversight, and financial visibility.
Includes everything in the Core Bookkeeping, plus:
Accounts receivable and accounts payable management
1099 preparation & filing
Class, location, or project tracking as needed
Enhanced financial insight reporting focused on cash flow and business performance
Quarterly financial review call
Result: Greater visibility into financial performance and earlier insight into cash flow and operational trends.
Financial Advisory Services
Financial advisory services are designed for business owners who want to go beyond standard financial reports and use their numbers to make better business decisions.
Advisory services focus on interpreting financial data, identifying trends, and providing guidance that supports planning, profitability, and cash flow management. These services are collaborative and tailored to the specific needs and goals of each business.
Advisory services may include:
Cash flow analysis and forecasting
Budgeting and financial planning
Profitability analysis by service, project, or location
Custom financial reports and dashboards
Ongoing financial guidance and strategy discussions
Result: Clear financial insight that supports planning, decision making, and meeting defined business goals.
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.
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.
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, accounting, and consulting 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 and real estate investments, 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