Deltek Ajera Experts
Full-Service Bookkeeping
Strategic Financial Guidance
Project-Based Accounting Support
Deltek Ajera Experts
Full-Service Bookkeeping
Strategic Financial Guidance
Project-Based Accounting Support
Deltek Ajera Experts
Full-Service Bookkeeping
Strategic Financial Guidance
Project-Based Accounting Support
Deltek Ajera Experts
Full-Service Bookkeeping
Strategic Financial Guidance
Project-Based Accounting Support
What we do

Bookkeeping Done Right.

Here’s a glimpse at how we make your day-to-day smoother and your financials stronger.

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.

Industry Software Expertise

With expertise in tools like Ajera, QuickBooks, Statera, and more. We’re fluent in the tools that drive project-based and service-based businesses.

Advisory & Consulting

Our advisory support helps you make smarter financial decisions, streamline systems, and grow with confidence that is backed by 18+ years of experience.

the invantage3 difference

Bookkeeping built for complexity, delivered with simplicity.

The partner behind your financial clarity.

We deliver more than just bookkeeping. We bring clarity, strategy, and long-term support. We’re known for our responsiveness, software expertise, and partnerships built on trust.

Request a Consultation

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Businesses Streamlined
Deltek Ajera
Project First Statera
QuickBooks
MS Dynamics SL
Dynamics SL
Deltek Ajera
Project First Statera
QuickBooks
MS Dynamics SL
Dynamics SL
Deltek Ajera
Project First Statera
QuickBooks
MS Dynamics SL
Dynamics SL
Deltek Ajera
Project First Statera
QuickBooks
MS Dynamics SL
Dynamics SL
how we work

A Process Designed Around You

We make bookkeeping simple, not stressful. Our proven process is designed to meet you where you are, streamline your systems, and give you the clarity and confidence you need to keep growing.

1. Understand Your Business

We dig into your current systems, needs, and goals so our support fits you, not the other way around.

2. Streamline & Set Up

Organize, optimize, and set up workflows that simplify your financial management from day one.

3. Ongoing Support

You get consistent, responsive bookkeeping, and a trusted partner ready to adapt as your business grows.

A&E Firm Specialists

Expert bookkeeping for firms that build big things.

Get Expert Support for Your Firm

Project-based businesses need financial systems built for complexity. InVantage3 helps architecture and engineering firms stay organized, profitable, and ready to scale. Here’s what we make possible:

  • Stay on budget with accurate job tracking
  • Speed up billing and boost cash flow
  • Get clearer, smarter financial reports
  • Make the most of Deltek Ajera

Ready to spend less time managing spreadsheets—and more time managing projects?

Let’s build a better financial foundation together!

TESTIMONIALS

Real partnerships. Real results.

Don’t just take our word for it! Hear from the businesses that trust InVantage3 to handle their books, simplify their systems, and support their growth.

"Part of my growth strategy."

"As the owner, I’m constantly thinking about our growth strategy and how to be ahead of the curve with our business processes. I made a smart investment in hiring InVantage3. Steve and team are now part of our growth strategy."

Arti O’Brien
President, Advanced Government Services, Inc. (AGS)

"An amazing support system"

“We looked at other vendors, but it was clear that InVantage3 surpassed all the others in terms of value and performance. Steve and team made it their business to become masters of our accounting software system. They are fully literate and an amazing support system, which is a testimony to their customer service approach. They have grown with us which translates to peace of mind for me.”

Paul Manzer
President, Navix Engineering

"Expertise, personalized approach, commitment."

“I’m a software engineer by training and don’t have a business or finance background. InVantage3 offers a level of consulting, coaching, and education that gives me confidence our business is headed in the right direction—that our metrics are showing healthy trends and growth.”

Regi John
President, Team Logic IT

"We don't have to worry about accounting."

“The peace of mind we get with InVantage on board means that we don’t have to worry about the accounting side of our business. We are a staff of 12 now and I know we can confidently expand with InVantage3 and their advisory partnership.”

Megan Otto
Director, Business Development, Woodblock Architecture

"They are excellent at what they do."

“Steve and his team provide the CPA oversight to make sure our day-to-day payroll operations run smoothly. We are a close-knit team in constant communication. They are excellent at what they do, super-responsive, everyone is always on the same page, and they are a delight to work with. That’s peace of mind for me.”

Margaret Tyson
Office Manager, Schemata Workshop
FREQUENTLY ASKED QUESTIONS

Clarity Before You Commit.

We believe you should feel informed and confident before choosing a bookkeeping partner. Here are answers to some common questions about how we work and what you can expect.

Let's Talk: Schedule a
Consultation Today!