Bookkeeping and financial reporting for growing businesses and construction companies across the Triangle. Accurate monthly books, clear cash flow reporting, and job-cost visibility. Financial information you can actually use.
Understand profitability by business line or by job.
See financial pressure before it catches you off guard.
Consistent monthly reporting with a committed close date and follow-through.
A consulting firm and a framing contractor need different things from their books. We built separate services for each, so you only pay for the reporting your business actually needs.
Reconciled books, monthly statements, cash flow reporting and a plain-English review. Built for owners who want to use their numbers, not just file them.
For: professional services firms, consultants, agencies, property and field service businesses.
Job costing, WIP schedules, retainage tracking and cash flow timing. Reporting built around how contractors actually earn and collect.
For: general contractors, specialty trades, builders and remodelers.
Triangle Ledger Co. is a boutique bookkeeping and financial reporting firm serving established small businesses across the Research Triangle, with construction accounting as our signature specialty. Not a franchise. Not a software platform.
We close the books on schedule, deliver reports without being asked, and explain what your numbers mean in plain language. The goal is simple: you know where your business stands, your CPA gets clean books, and tax season is predictably boring.
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 for this market: its growth, its industry mix, and the amount of construction happening across it.
Every package delivers reconciled books and a committed close date. Prices are starting points. We confirm scope during onboarding, so the price in your engagement letter is the price you pay.
Every new client starts with a diagnostic. We review your books, confirm your scope, and set up your file correctly. That work is billed once, so it never inflates your monthly price.
Historical cleanup or catch-up is assessed separately and quoted as a fixed fee before any work begins. Payroll complexity, inventory, multi-entity consolidation and specialized reporting are quoted individually.
| What's included | Foundation | Growth & Advisory | CFO-Ready Finance |
|---|---|---|---|
| Starting monthly price | $495 | $995 | $1,750 |
| Transactions per month | up to 100 | up to 250 | up to 500 |
| Bank & card accounts | 2 | 4 | 6 |
| Monthly close by | 15th | 10th | 10th |
| P&L and Balance Sheet | ✓ | ✓ | ✓ |
| Cash flow reporting | – | ✓ | ✓ |
| AR / AP aging | – | ✓ | ✓ |
| Budget vs. actual | – | Reporting | Monthly analysis |
| KPI dashboard & commentary | – | – | ✓ |
| Review cadence | Quarterly check-in | Monthly review + quarterly planning | Monthly leadership review |
| CPA coordination | Year-end package | Year-end package | Ongoing + structured year-end |
| Entities | 1 | 1 | Multiple, as scoped |
| Response time | 48 hours | 24 hours | Same day |
Need one thing beyond your package? Add it on its own. Add-ons cover work that varies a lot from business to business.
We never charge an add-on for something your package already includes. If you're regularly stacking add-ons, we'll recommend the package that fits better.
| Add-on | Starting price |
|---|---|
| Additional 100 transactions | $100–$200/mo |
| Additional entity | $200–$500/mo |
| Cash flow forecasting | $200–$400/mo |
| Monthly management reporting & analysis | $300–$600/mo |
| Construction WIP & job-cost reporting | $300–$750+/mo |
| Historical bookkeeping cleanup | from $500/project |
| Catch-up bookkeeping | Fixed-fee quote |
We hear this on every Fit Call. Handing your books to someone new means explanations, access, and trust, all while you're already stretched. Here's what transition actually asks of you: 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 a minimum while we handle the heavy lifting. Below is every step: who owns it and 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.
We go inside your books alone. Chart of accounts, transaction history, reconciliation gaps, recurring vendors: we map everything. At the end we write a plain-English Findings Note.
One 30-minute video call. We walk through the Findings Note, confirm 5–8 categorization decisions, and answer your questions. This is the highest-effort moment of the engagement.
We deliver your first close package with a plain-English note. From here it repeats every month on your committed date, without you having to ask.
Representative deliverables from a sample client: clean financials with a plain-English note, delivered to your Liscio portal on your close date.
Sample client: Summit Property Services LLC, a fictional property maintenance & landscaping company in Wake Forest, NC. Foundation package. Q1 2026.
Once you're onboarded, this runs on a fixed schedule without you asking.
Every industry has its own accounting quirks: job costing, retainage, seasonal revenue, retainers. We learn yours once, so you don't have to explain your business to your bookkeeper every month.
The four conversations that come up most often, answered plainly.
Everything you need before booking a Financial Fit Call.
A free 30-minute call is the first step. No pitch and no pressure. If we're not the right fit, we'll tell you.