Professional bookkeeping for Triangle-area businesses. Clean books by the 8th, monthly insights you can actually use, and no surprises — ever.
Triangle Ledger Co. is a boutique bookkeeping firm serving established small businesses across the Research Triangle. Not a franchise. Not a software platform. A dedicated financial partner — the firm that makes your numbers clear, your CPA happy, and your tax season predictably boring.
We close books on time, deliver reports without being asked, and tell you what your numbers mean in plain language. Every client, every month, without exception.
The Research Triangle has produced world-class companies, research institutions, and entrepreneurs. Most of the bookkeeping serving those businesses hasn't kept pace. Triangle Ledger Co. was built specifically for this market — its growth trajectory, its industry mix, and its professional expectations.
Every package delivers accurate, on-time financials with a guaranteed close date. Choose the level of advisory insight and financial partnership that fits where you are right now.
| What's included | Essentials | Growth | Premium |
|---|---|---|---|
| Monthly P&L + Balance Sheet | ✓ | ✓ | ✓ |
| Bank reconciliation | 2 accounts | 4 accounts | 6 accounts |
| Close date guarantee | 8th | 5th | 3rd |
| Cash Flow Statement | – | ✓ | ✓ |
| AR/AP Aging Reports | – | ✓ | ✓ |
| Budget vs. Actual | – | – | ✓ |
| Monthly advisory email | – | – | ✓ |
| Review calls | – | Quarterly | Monthly |
| CPA coordination | Year-end | Year-end | Quarterly + year-end |
| Response SLA | 48 hours | 24 hours | Same day |
| Multi-entity support | 1 entity | 1–2 entities | Up to 3 entities |
We hear this on every discovery call. Handing your books to someone new means explanations, access, trust — all while you're already stretched. Let's talk about what transition actually asks of you. Spoiler: it's less than 3 hours total.
If transition requires more than 3 hours of your time in the first 30 days, your second month is free. No asterisks.
A structured 14-day onboarding built to keep your involvement to an absolute minimum while we handle every heavy lift. Below is every step — who owns it and exactly how long it takes.
Sign the engagement letter and we handle everything else. Your Liscio portal is created, QuickBooks access requested, and you receive a welcome note with the complete 14-day timeline — nothing ambiguous.
We go inside your books alone. Chart of accounts, transaction history, reconciliation gaps, recurring vendors — we map everything. You won't hear from us this week. At the end we produce a plain-English Findings Note.
One 30-minute video call. We walk through the Findings Note, confirm 5–8 categorization decisions, and answer every question you have. This is the highest-effort moment of the entire engagement — and the last one for months.
We deliver your first close package. P&L and Balance Sheet land in your Liscio portal with a plain-English advisory note. From here this repeats every month on your guaranteed date — without you ever having to ask.
These are real examples of the deliverables you receive after every close. Clean, professional financials with an advisory note — delivered to your Liscio portal on the guaranteed date. No templates to fill in yourself.
Sample client: Summit Property Services LLC — property maintenance & landscaping, Wake Forest, NC. Essentials tier. Q1 2026.
Once you're onboarded, this runs like clockwork — every month, without you asking.
Every industry has its own accounting quirks — job costing, retainage, trust accounts, inventory, tips. We know yours. You shouldn't have to explain your business to your bookkeeper every month.
Four conversations that come up most often — answered honestly, without spin.
Everything you need before booking your free consultation.
A 30-minute call is the right first step. No pitch, no pressure — just an honest conversation about your business and what clean books would mean for you. If we're not the right fit, we'll tell you.