Know your numbers. Grow your business.
Monthly financials you can actually use to make decisions, for business owners across the Triangle, from solo operators to growing teams.
Based in Durham, NC
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QuickBooks Online
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One Simple Monthly Package
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Plans from $300/mo
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Based in Durham, NC ✳︎ QuickBooks Online ✳︎ One Simple Monthly Package ✳︎ Plans from $300/mo ✳︎
We Make Your Life Easier
You open one page each month and understand exactly where their business stands.
Doing it alone
- Transactions pile up uncategorized for months
- You are never quite sure the numbers are right
- Reports exist, but nobody explains what they mean
- Bookkeeping eats the evenings you wanted back
With Triangle Bookkeeper
- Every transaction categorized and reconciled monthly
- Financial statements you can trust, on time
- A one-page summary that tells you what the numbers mean
- Hours back to spend on the work you actually do
Simple monthly pricing
Everyone gets the same package: basic bookkeeping, monthly financial statements, and a Monthly Insights Snapshot. The price depends only on how many transactions your business runs each month.
Running more than 500 transactions a month? You will get a custom quote built around your volume.
Every monthly package includes
Monthly Bookkeeping
Transactions categorized and accounts reconciled each month in QuickBooks Online.
Financial Statements
A monthly Profit and Loss statement and Balance Sheet, delivered on a predictable schedule.
Monthly Insights Snapshot
A one-page summary that explains, in plain language, what your numbers mean.
Know exactly how your business is doing, in 30 seconds
Every month you get a clear, one-page snapshot with the numbers that matter and the specific actions to take.
A clear verdict up top
One line tells you if you're on track, before you read a single number.
The numbers that matter
Profit, cash, revenue and what's owed to you, each compared to last month.
Trends you'd otherwise miss
See where you're heading, not just where you've been.
Specific actions to take
Named clients, exact amounts, real deadlines, not vague advice.
Get current before you go monthly
If your books are behind or have never been reconciled, start here. Both services are quoted after a short review, then you can move into a monthly package.
Catch Up
Your records are organized, you have simply fallen behind. We bring the months you are missing fully up to date and ready to maintain.
Clean Up
Your books are disorganized, miscategorized, or were never reconciled. We repair them from the ground up so you can trust the numbers again.
Getting started is simple
Book a free consultation
We talk through your business, your current books, and what you need each month. No commitment, about 30 minutes.
Review and quote
We look at your transaction volume and the state of your books, then give you a clear monthly price and a plan to get started.
We keep your books
You connect your accounts in QuickBooks Online. Each month we reconcile, send your statements, and deliver your Snapshot.
Trusted by business owners across the Triangle
I am absolutely thrilled with the exceptional service provided by Nakia! As a small business owner, managing my finances used to feel like an uphill battle, but Nakia came to the rescue and transformed the entire process.
It has been a pleasure working with Nakia. I am confident that things are done correctly, and it has been easy to work with her.
Very professional and efficient. She completed the tasks quickly, we're thrilled with the results.
Very responsive and detailed. Keeps all of our transactions organized.
The professionalism was the best from the start.
We made the right decision.
Bookkeeping for businesses across the Triangle
Triangle Bookkeeper works with small businesses throughout the Triangle. You get a bookkeeper who knows the area and understands the businesses that operate here.
Whether you run a service business in Raleigh, a shop in Durham, or a growing practice in Cary, your books are handled with the same care and the same predictable monthly rhythm.
What we do, and what we do not
Triangle Bookkeeper focuses on doing bookkeeping and reporting well. Knowing the boundaries up front saves everyone time.
What we do
- Categorize and reconcile your transactions in QuickBooks Online
- Produce monthly Profit and Loss statements and Balance Sheets
- Deliver a Monthly Insights Snapshot of your numbers
- Catch up books that have fallen behind
- Clean up books that were never set up properly
What we do not do
- Accounts payable or accounts receivable management
- Payroll processing
- Tax preparation or tax filing
- CPA services, audits, or attestation
Triangle Bookkeeper is a bookkeeping service and is not a CPA firm. For tax and payroll, we are glad to work alongside your CPA or provider.
Frequently asked
What areas do you serve?
Triangle Bookkeeper serves small businesses across the Triangle region of North Carolina, including Raleigh, Durham, Chapel Hill, Cary, Morrisville, Apex, Wake Forest, and Holly Springs.
How much does monthly bookkeeping cost?
The monthly package is priced by transaction volume. It is $300 per month for up to about 100 transactions, $475 per month for about 101 to 250 transactions, and $700 per month for about 251 to 500 transactions. Businesses above 500 transactions receive a custom quote.
What is included every month?
Every package includes basic bookkeeping in QuickBooks Online, a monthly Profit and Loss statement and Balance Sheet, and a Monthly Insights Snapshot that summarizes the month on a single page.
Do you offer payroll, taxes, or accounts payable?
No. Triangle Bookkeeper focuses on bookkeeping and reporting. It does not offer payroll, tax preparation, or accounts payable and receivable management, and it is not a CPA firm. It is glad to work alongside your existing CPA or payroll provider.
My books are a mess. Can you still help?
Yes. If your books are behind but organized, the Catch Up service brings them current, starting at $200 per month of books. If they are disorganized or were never reconciled, the Clean Up service repairs them, starting at $300 per month of books. Both are quoted after a short review.
What software do you use?
Triangle Bookkeeper works in QuickBooks Online. Your books stay in your own account, so you always have full access to your financial records.
Ready to know your numbers?
Book a free 30-minute consultation. We will look at your books, talk through your monthly needs, and give you a clear price. No commitment.
Book a Free Consultation