InVantage3

Bookkeeping Done Right.

Bookkeeping service (show on map)

Full-service bookkeeping and financial advisory firm specializing in architecture, engineering, and professional services firms.

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About

InVantage3 is a full-service bookkeeping and financial advisory firm built for the complexity of architecture, engineering, and professional services firms. They offer accurate, reliable bookkeeping, payroll management, software expertise (Deltek Ajera, QuickBooks, Statera, MS Dynamics SL), accounts receivable/payable services, financial reporting, virtual CFO services, and advisory & consulting.

Their process is designed around each client—understanding the business, streamlining and setting up systems, and providing ongoing support. With 18+ years of experience, a 92% client retention rate, and clients who stay 8+ years, they are known for responsiveness, software mastery, and trust-based partnerships.

18+ years of experience

92% client retention rate

Clients stay 8+ years on average

5+ businesses streamlined

Deltek Ajera experts

QuickBooks, Statera, and MS Dynamics SL expertise

Responsive and trusted partnerships

Bookkeeping built for complexity, delivered with simplicity

Services

Full-Service Bookkeeping

Accurate, reliable bookkeeping services built for architecture, engineering, and professional services firms—so you can focus on growing your business, not chasing numbers.

Job tracking Billing and cash flow acceleration Financial reporting Deltek Ajera expertise

Advisory & Financial Consulting

Advisory support helps clients make smarter financial decisions, streamline systems, and grow with confidence backed by 18+ years of experience.

Cash flow forecasting Budget planning Financial strategy High-level reporting insights

Software Expertise (Deltek Ajera, QuickBooks, Statera)

Expertise in tools like Ajera, QuickBooks, Statera, and MS Dynamics SL. Fluent in the tools that drive project-based and service-based businesses.

Ajera support QuickBooks Online & Desktop Statera MS Dynamics SL Custom reporting configuration WIP tracking setup

Payroll Management

Payroll services by city covering San Francisco, Seattle, Dallas, Houston, Denver, Los Angeles, Spokane, Austin, Phoenix, Colorado Springs, San Diego, Portland, San Antonio, Boise, and Las Vegas.

Payroll by city CPA oversight Smooth day-to-day payroll operations Responsive communication

Monthly Bookkeeping Services

Affordable monthly bookkeeping services for small businesses and professional services firms.

Monthly financial close Affordable pricing Virtual bookkeeping options

Catch-Up Bookkeeping

Help for firms whose bookkeeping, reporting, or accounting systems aren't working the way they should—cleanup, system optimization, or complete financial reset.

Financial cleanup System optimization Complete financial reset

Credentials & Certifications

Deltek Ajera Expert

QuickBooks ProAdvisor

18+ Years Experience

Frequently Asked Questions

What industries do you specialize in? +

Architecture, engineering, and professional service firms. The team understands project-driven financial workflows and tailors bookkeeping, accounting, and software support services to fit them.

Do you only work with firms using Deltek Ajera? +

No. While they are Ajera experts, they also work extensively with QuickBooks Online, QuickBooks Desktop, Statera, and other project-based accounting systems.

Can you work with firms outside of Washington State? +

Yes. Although they have a strong presence in the Pacific Northwest, they support firms across the United States virtually with the same responsiveness and quality.

Can InVantage3 help even if our financial systems are a mess? +

Absolutely. Many clients come to them because their bookkeeping, reporting, or accounting systems aren't working. They provide cleanup, system optimization, or complete financial reset.

What's the difference between bookkeeping services and outsourced accounting/advisory services? +

Bookkeeping covers day-to-day financial transactions: recording entries, reconciliations, AP/AR management, and financial closes. Accounting and advisory services go deeper—offering cash flow forecasting, budget planning, financial strategy, and high-level reporting insights.

How quickly can we get started with InVantage3? +

Every engagement starts with a free consultation. Onboarding typically moves quickly—most clients are fully operational within a few weeks, depending on project complexity.