Bookkeeping & Advisory for Service-Based Businesses
Accurate Books. Meaningful Financial Insights. Better Business Decisions.
We combine accurate bookkeeping with strategic insight to help service-based businesses grow with clarity and make informed decisions. With over 20 years of experience in finance, accounting, and real-world business operations, we deliver clean, organized records ready for your CPA and practical insight that supports smarter business decisions. At Blue Walney Bookkeeping & Advisory, we measure success by the visibility and control our clients gain over their finances.
Structured Financial Management and Strategic Insight
Behind every organized set of books is a clear picture of how your business earns, spends, and grows. At Blue Walney Bookkeeping & Advisory, we turn accurate financial reporting into meaningful insight that helps you understand what is working, what is shifting, and where to focus next.
Whether you need consistent monthly financial management or ongoing strategic advisory support, we provide the clarity and structure that allow you to make informed decisions.
Bookkeeping Services Provide Answers to Questions Like:
Are revenue and expenses recorded accurately?
What were our gross margin and operating results this month?
Is our cash position stable and predictable?
Are financial reports timely and reliable?
Are our books organized and ready for CPA review?
Our monthly financial management services provide structured reporting and disciplined oversight so you have clear visibility into performance, profitability, and cash.
Want Deeper Financial Insight and Forward Looking Guidance?
Can we afford to expand capacity?
Which services warrant pricing adjustments or increased focus?
What happens to cash flow if revenue slows?
How do we plan for growth without creating financial strain?
Our advisory support builds on structured financial reporting with forward looking analysis and decision guidance so you can plan intentionally and make confident decisions.
Why Choose Us?
Our Industry Expertise
With over 20 years of finance and accounting experience, along with firsthand service-based business ownership, we bring practical insight that supports accurate financial management and informed decision making.
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 & Compliance
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 are proud to work with service-based business owners across Northern Virginia and beyond who value clarity, accuracy, and peace of mind in their financial management. Here is what they say about working with Blue Walney Bookkeeping and Advisory:
CEO, IT Services Firm
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.”
Owner, Marketing Agency
Arlington, VA
“Blue Walney Bookkeeping & Advisory understands how marketing firms operate. Our books are clean, our reports are clear, and I no longer worry about cash flow, profitability, or tax season.”
Our Bookkeeping & Financial Advisory Services
We provide structured financial management and forward-looking advisory support for growing service-based businesses.
Our work combines disciplined bookkeeping with strategic insight so you can operate confidently today and make informed decisions about tomorrow.
We offer two levels of support:
Financial Foundations
Structured financial management and consistent monthly visibility.
Financial Foundations provides disciplined bookkeeping, accurate reporting, and a reliable monthly review process so you always understand where the business stands.
Deliverables
Monthly bookkeeping in QuickBooks Online
Bank, credit card and payroll reconciliations
Structured month-end close
Monthly financial statements with key performance indicators
Revenue reporting by recurring and project work with gross margin visibility
Annual 1099 preparation & filing
30-minute monthly financial review session
Email support for bookkeeping and reporting questions
Best For
Business owners who want reliable financial structure and clarity without ongoing strategic engagement.
Outcomes
Confidence in your financial data
Clear visibility into revenue, profitability, and cash
A disciplined monthly review process
Financial Growth & Advisory
Everything included in Financial Foundations, along with proactive financial guidance aligned with your business goals.
Financial Growth & Advisory builds on structured financial management by adding forward-looking analysis and ongoing strategic support.
Additional Deliverables
Monthly 60-minute strategy session
Rolling cash flow forecast
Profitability and margin analysis
Hiring and capacity planning
Forward-looking financial modeling
Priority email support
Best For
Business owners actively making hiring, pricing, or expansion decisions who want forward-looking financial guidance aligned with those choices.
Outcomes
Clear visibility into upcoming cash needs
Improved margin awareness and decision clarity
Greater confidence when planning and scaling
Project-Based Services
Clean-Up/Catch-Up Bookkeeping
Behind on your books? Whether you are a few months behind or need a full clean up, we provide structured catch up services that bring your records current and ready for ongoing support.
About Us
Blue Walney Bookkeeping & Advisory provides professional bookkeeping and financial advisory services designed specifically for service-based 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 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 growing 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