Bookkeeping & Advisory Built for IT Services Firms
Accurate Books. Meaningful Insights. Confident Decisions.
We combine accurate bookkeeping with strategic insight to help IT services firms operate with clarity and make confident decisions. With over 20 years of experience in finance and a practice built exclusively around IT consulting companies, managed service providers, cybersecurity firms, and cloud and DevOps consultancies, we deliver clean, organized records and practical insight that connects your financial data to the decisions that matter most.
Built for How IT Services Firms Actually Make Money
IT services firms have financial complexity that most generalist bookkeeping practices are not set up to handle. Project margin and recurring revenue operate differently. Billable utilization drives profitability in ways a standard P&L does not capture. PSA platforms create data that belongs in your books but rarely gets there cleanly. At Blue Walney, we build and maintain the financial structure that gives your leadership team visibility into what is working, what is costing you, and what to do 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.
Financial Foundations Answers Questions Like:
Are our books current, reconciled, and ready for CPA review?
What is our gross margin this month, and which service lines drove it?
How is labor cost tracking as a percentage of revenue?
What does our tool stack cost relative to what we earn on managed services contracts?
Which invoices are outstanding and how long have they been open?
Is our cash position stable and predictable?
Our monthly financial management services provide structured reporting and a disciplined monthly close so you always have accurate, decision-ready numbers.
Want Deeper Financial Insight and Forward Looking Guidance?
Can we sustain current headcount if revenue softens or a contract ends?
Which engagements or service lines should we grow, reprice, or exit?
What does cash flow look like over the next 90 days?
How do we price this contract to hit our margin target?
What happens to our numbers if we add a technician or lose our largest client?
Our advisory support builds on structured financial reporting with forward-looking analysis and scenario planning so you can make confident decisions about growth, staffing, and pricing.
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, payroll, and balance sheet reconciliations
Accounts receivable aging reports with visibility into outstanding invoices
Accurate recording of vendor bills and expenses
Structured month-end close
Monthly financial statements with key performance indicators
Revenue reporting by recurring and project work with gross margin visibility
30-minute monthly financial review session
Annual 1099 preparation and filing
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