Financial Services

We handle finances so you can focus on growth and feel confident that every dollar is managed well.

“The team at Ingenium helped me get my business off the ground. … I know I can trust them to not just do the calculations, but to think of me and my business and the bigger picture.”

— Jason Jones, Jones Literary

★ ★ ★ ★ ★

“Ingenium has elevated my profitability by streamlining all my bookkeeping, allowing me to focus on sales and running my business. Additionally, their responsiveness gives me the confidence they’re prioritizing my accounts and providing real time data.”

— Gillian Greenfield, Greenfield Commercial

★ ★ ★ ★ ★

“[Jonathan] figured out my industry specific estimating/ invoicing software quickly with very little explanation, and he was already very familiar with Quickbooks Online. He’s a great guy to work with and does a thorough job.

— Joe Gallop Sr., Appaloosa Painting Co.

★ ★ ★ ★ ★

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Our Financial Services


  • Quickbooks optimization
  • Data tracking
  • Financial data entry

Monthly Financial Statements

  • Profit & loss statements
  • Balance sheets
  • Cash flow statements
  • More reports on demanad
  • Professional analysis

Payroll Services

  • Paychecks
  • Invoicing

Financial Projections

  • Financial projections
  • Bank loan preparation assistance
  • Financial advice

Budget Development

  • Professional budget analysis
  • Budget development
  • Budget optimization

Compliance Monitoring

  • Licenses
  • Entity registration
  • Sales and local tax filing

We’re Your Friendly Neighborhood Finance Team

QuickBooks ProAdvisor Certified

Financial data is handled by certified professionals.

US Employees

Our employees are all US citizens, many living near our Virginia office.

All-American Team

Nothing is outsourced overseas. Your data is handled domestically.

Background Checked

Our employees undergo US background checks before employment.

Our team of bookkeeping professionals partners with our clients to give them financial support tailored to their unique needs and goals for growth. Each member offers a variety of experience in the small business bookkeeping sector.

Not only are our financial employees background-checked U.S. citizens, they are also local to the Winchester, Virginia, area. Our team operates with a high level of supervision, accountability, and quality control. We don’t outsource any client work overseas.

Remote collaboration and remote delivery of excellent services are not an afterthought or an add-on for us – they are at the core of what we do. And many of our clients find that contracting with our team is more affordable than an internal hire and provides better continuity of services.

    How to Get Started

    1. Have a discovery call

    Schedule a free discovery call with our CEO, Jonathan Horton. This is a zero-pressure, get-to-know-you call. He’ll ask about your business goals and pain points, and tell you about our process and team. You’ll get a clear picture of who we are and what we can offer you.

    2. Get pricing for your service needs

    After the discovery call, we’ll prepare a proposal quoting the services you need to achieve your goals. Our competitive, scalable pricing can fit within many small business budgets.

    3. Start working with us

    Once the proposal is signed, we get to work on the contracted services, and you can enjoy the freedom and growth that follows sound financial management.

    Get Started

    Start With a Discovery Call

    Explore your financial options with Jonathan, our CEO. No commitment, no risk.