Reliable Financials. Smarter Business Decisions.
We help you focus on growing your business—while we keep your financials organized, accurate, and working for you. With over a decade of experience in finance, accounting, small business ownership and real estate investment, we understand what business owners really need: clean books, clear insights, and confidence at tax time and beyond.
From Bookkeeping to Business Strategy
With Bookkeeping, You'll Know:
Are my income and expenses properly categorized?
What is my profit and loss for a specific month, quarter, or year?
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?
Bookkeeping keeps your financial foundation clean, organized, and tax-ready.
Want More Insight? Add Analytics to Answer:
Which clients, products, or services are most profitable?
Am I consistently cash flow positive—or at risk?
What expenses are growing, and where can I cut back?
How do my actuals compare to my budget or projections?
What will my cash flow look like in 30, 60, or 90 days?
Can I afford to invest, hire, or expand right now?
Which KPIs should I be tracking to meet my goals?
Analytics gives you the clarity and confidence to plan ahead and grow strategically
Why Choose Us?
We Bring Industry Expertise
In addition to over a decade of finance & accounting expertise, our bookkeepers have small business ownership and real estate investment experience, and bring firsthand industry knowledge and practical expertise to our bookkeeping services. This enables us to understand the unique financial needs of our customers and provide tailored, insightful support that helps your business thrive.
Free up Your Time to Focus on Core Business
Outsourcing your financial tasks, frees up valuable time so you can focus on growing your business, building client relationships, and closing deals. With a professional handling your bookkeeping, you gain peace of mind and can dedicate more energy to what you do best.
Financial Insights & Reporting
We provide clear, visual financial reports that give you real-time insight into cash flow, profit margins, and expense trends—through easy-to-read charts, graphs, and summaries. These graphical reports help you spot opportunities, track performance, and make smarter decisions. Whether you're budgeting, cutting costs, or planning for growth, our visuals turn complex data into actionable insight.
Accurate & Compliant Records
We ensure accurate and compliant records for our clients by meticulously following industry-specific accounting standards and staying updated on relevant regulations. We regularly reconcile accounts, review transactions for accuracy, and maintain organized records, which helps our clients to provide the necessary information to their tax preparers.
Our Services
At Blue Walney Bookkeeping, we offer a comprehensive range of bookkeeping services tailored to meet the specific needs of small business professionals. From financial record-keeping to financial reporting and insights, our dedicated team is here to assist you every step of the way. Custom packages are available. Pricing is based on transaction volume, complexity and number of accounts. All of our bookkeepers are QuickBooks Online ProAdvisor Certified.
Essentials Package
from $350/month
For businesses with straightforward, cash-based transactions and up to 100 monthly transactions.
What’s Included:
Monthly Transaction Categorization & Review
Monthly Bank Account Reconciliation
Monthly Financial Reporting
Receipt Organization (Client Uploads)
Email Support
Growth Package
from $550/month
For businesses with multiple accounts and up to 250 monthly transactions.
Includes everything in the Essentials PLUS:
Enhanced Bookkeeping
Accounts Receivable (Invoice) Tracking
Accounts Payable (Vendor Payment) Tracking
Quarterly Financial Review Call (30 Minutes)
Premium Package
from $1,000/month
For businesses with higher transaction volumes and a need for more financial insight.
Includes everything in the Growth PLUS:
Full-Service Bookkeeping
Full Accounts Receivable & Account Payable Management (invoicing, vendor payments, collections support)
1099 Preparation & Filing
Monthly Financial Review Call (30 - 60 Minutes)
One-Time and Additional Services
Clean-Up/Catch-Up
Behind on your books? Whether you're a few months behind or haven’t touched your books in over a year, our team specializes in bringing your financials current.
QuickBooks Online Set-Up for Self Bookkeeping
from $1,000
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.
Founder and Owner Lisa Johnson
I started this business because I genuinely love working with small business owners. I understand the hustle, the risks, and the passion that goes into building something of your own. My goal is to be a trusted partner who brings peace of mind to your financials— and maybe even helps you enjoy the numbers a little more.
With an MBA in Finance from Wharton Business School and over 15 years experience in finance & accounting departments at Fortune 500 companies, numbers have always come naturally to me. I’ve spent over a decade managing the books for my own small business ventures and real estate investments, and during that time, I discovered how much I enjoy bringing clarity and structure to what often feels like a stressful part of running a business.
About Us
Blue Walney Bookkeeping provides dedicated bookkeeping services tailored specifically for small business owners and real estate professionals. We enable you to focus on growing your business with confidence while we keep your financials organized and ready for success. Our bookkeepers have over a decade of experience in finance & accounting as well as small business ownership and real estate investment experience. We bring firsthand industry knowledge and practical expertise to our bookkeeping services.