Triangle Ledger Co.

Stay informed about your business’s finances each month without managing the books yourself.

Gain clearer financial visibility, leadership reporting, and CPA coordination to support confident business growth.

Gives larger contractors deeper visibility into project margins, cash flow, and reporting to support confident management decisions.

Set up your bookkeeping relationship with a clear scope and file while keeping onboarding effort and one-time costs distinct from monthly service.

Add monthly reporting and analysis to help understand financial performance and make better-informed decisions.

Gives contractors clearer visibility into job performance, WIP, retainage, and cash timing to support more confident decisions.

Resolve historical bookkeeping issues with separately scoped cleanup, upfront fixed-fee pricing, and costs kept apart from monthly bookkeeping.

Foundation

Foundation is Triangle Ledger Co.’s monthly bookkeeping package for small, uncomplicated businesses. Starting at $495 per month, it includes bookkeeping and reconciliations for up to 100 transactions and two bank or card accounts, monthly profit and loss and balance sheet statements, a quarterly financial check-in, and a year-end CPA handoff package. Books are closed by the 15th, with Liscio portal access and a 48-hour response time.

Category: Bookkeeping Services

• Keep Books Organized Each Month
  Have monthly bookkeeping and reconciliations handled for up to 100 transactions and two bank or card accounts, without managing the books yourself.
• Understand Monthly Financial Position
  Monthly profit and loss and balance sheet statements provide a regular view of the business’s financial position.
• Receive Books By The 15th
  A committed monthly close date means the books are closed by the 15th, helping ensure financial information arrives on schedule.
• Prepare An Organized CPA Handoff
  An organized year-end package gives the client’s CPA financial materials for the year-end handoff.
• Review Finances Each Quarter
  Quarterly check-ins provide a recurring opportunity to review the business’s finances.
• Share Documents Through Liscio
  The Liscio portal provides a secure place to handle document sharing.
• Get Responses Within 48 Hours
  A stated 48-hour response time sets expectations for when clients can receive a response.

CFO-Ready Finance

CFO-Ready Finance is Triangle Ledger Co.’s bookkeeping and financial reporting package for larger or operationally complex businesses. Starting at $1,750 per month, it includes Growth & Advisory services plus monthly budget-versus-actual analysis, a custom KPI dashboard with written commentary, monthly leadership reviews, multi-entity bookkeeping scoped to the client’s structure, and CPA coordination with a structured year-end handoff. The package supports up to 500 transactions and six bank or card accounts, with books closed by the 10th and same-day responses. Growth & Advisory services include cash flow reporting, accounts receivable and payable aging, monthly financial reviews with action items, and quarterly planning calls.

• Keep Books Accurate Each Month
  Receive reconciled monthly books, with capacity for up to 500 transactions and six bank or card accounts.
• Compare Results Against Budget
  Compare monthly financial performance with the budget to understand results and inform business decisions.
• Monitor KPIs With Written Context
  Use a custom KPI dashboard and written commentary to review key performance indicators with accompanying context.
• Turn Financial Results Into Actions
  Monthly reviews and clear action items help owners understand what changed, what to watch, and what to do next.
• Receive Books By The 10th
  A committed monthly close by the 10th provides a predictable schedule for receiving financial information.
• Manage Books Across Entities
  Receive bookkeeping for multiple entities, with the scope tailored to the client’s structure.
• Coordinate With Your CPA
  Coordinate with your CPA and provide an organized, structured year-end handoff to support the transition of financial information.
• Review Monthly Financial Statements
  Use monthly profit and loss and balance sheet statements to understand the business’s financial position and results.
• Track Cash Flow Clearly
  Review cash flow reporting alongside other financial information to understand the business’s cash position.
• Track Amounts Owed And Due
  Accounts receivable and payable aging helps owners see who owes the business and which bills are coming due.
• Plan Business Priorities Quarterly
  Quarterly planning calls give owners a recurring opportunity to discuss plans and business priorities.
• Get Same-Day Responses
  Receive responses the same day, according to the response time stated for this package.

Contractor Financial Partner

A construction accounting package for larger contractors with complex reporting needs, priced at $2,500–$4,000+ per month. It includes Contractor Growth and Contractor Essentials services, plus deeper work-in-progress and project-margin analysis, cash flow forecasting, budget-versus-actual reporting, monthly management reviews, and multi-entity or custom reporting as scoped. Included contractor services cover monthly bookkeeping and reconciliations, job-cost tracking, subcontractor expense categorization, project profitability reporting, monthly financial statements, retainage tracking, accounts receivable and payable monitoring, and CPA coordination. Pricing is confirmed after a diagnostic that reviews the contractor’s job setup, cost codes, open contracts, reporting requirements, and advisory needs.

• Track Costs By Job
  Organize job costs and subcontractor expenses by project to support contractor-focused financial reporting.
• Review Project Margin Performance
  Review project margins in greater depth to understand how jobs are performing financially.
• Review Work In Progress
  Use monthly WIP schedules to review earned revenue against billings and gain deeper insight into work in progress.
• Forecast Cash Flow
  Look ahead at cash flow and review receivables, payables, and draw timing together to support planning around contractor operations and project timing.
• Track Retainage By Job
  Monitor retainage by job so amounts due can be followed through to collection or payment.
• Monitor Receivables And Payables
  Keep track of accounts receivable and payable as part of contractor-focused financial oversight.
• Compare Budgets With Actuals
  Compare budgeted and actual results to give management a clearer view of financial performance.
• Review Results Each Month
  Use a monthly review to discuss financial information and project reporting on a regular cadence.
• Tailor Reporting To Your Structure
  Receive multi-entity or custom reporting scoped to the contractor’s structure and reporting requirements.
• Keep Monthly Books Reconciled
  Maintain organized monthly books through bookkeeping and reconciliations included in the package.
• Categorize Subcontractor Expenses
  Assigning subcontractor expenses to the right job and cost code helps maintain useful job-level financial records.
• Review Monthly Financial Statements
  Monthly statements provide a recurring view of the contractor’s financial results.
• Coordinate With Your CPA
  Get organized contractor financial information and direct coordination with your CPA, helping avoid acting as the go-between.

One-time onboarding

A one-time onboarding service for new bookkeeping clients, priced at $300–$750 for books in reasonable shape. Triangle Ledger Co. performs a diagnostic, reviews the books, confirms the scope, and sets up the client’s file. The work is billed once and does not increase the monthly price. Historical cleanup or catch-up is assessed separately and quoted as a fixed fee before work begins. Onboarding follows a structured 14-day process designed to keep the client’s involvement low.

• Clarify Scope Before Monthly Service
  The diagnostic establishes the work required and confirms the service scope before ongoing bookkeeping begins. For construction businesses, the review covers job setup, cost codes, and open contracts.
• Keep Onboarding Costs Separate
  Pay a one-time fee for onboarding rather than having that work added to the recurring monthly price. The stated range applies to books in reasonable shape.
• Move Through A Guided Transition
  Follow a defined 14-day onboarding process with clear steps and responsibilities. The firm works through the books and brings the client targeted questions rather than requiring them to explain everything upfront.
• Set Up Your Bookkeeping File
  Have the bookkeeping file set up as part of the initial engagement, with the firm reviewing the books and confirming the scope before ongoing service.
• Approve Cleanup Costs Before Work
  Understand the quoted fixed fee for historical cleanup or catch-up before that work begins; these services are not included in the standard one-time onboarding fee.
• Limit Your Time During Transition
  Keep the client’s onboarding involvement low while the firm handles the transition work. The stated safeguard is a free second month if transition takes more than three hours of the client’s time in the first 30 days.
• Start With Secure, Clear Access
  Complete initial engagement steps, receive a secure document portal and timeline, and provide QuickBooks access through accountant access rather than sharing actual bank logins.

Monthly management reporting and analysis

A monthly add-on service listed by Triangle Ledger Co. for $300–$600 per month. The website does not specify its deliverables; related reporting services include budget-versus-actual analysis, KPI dashboards with written commentary, and monthly financial or leadership reviews.

• Gain Monthly Management Insight
  Adds management reporting and analysis to your services on a monthly basis. Related offerings include budget-versus-actual analysis, KPI dashboards with written commentary, and monthly reviews.

Construction WIP and job-cost reporting

An add-on reporting service for construction businesses that combines job-cost visibility with work-in-progress reporting. Costs are coded to the jobs they belong to, and monthly WIP schedules compare earned revenue with billed amounts to show overbilling or underbilling. Reporting can also include job profitability, margin changes, retainage, and cash timing. The service is listed at $300–$750+ per month on Triangle Ledger Co.'s add-on pricing page.

• Track Costs By Job
  See which costs belong to each project, with job-level categorization for labor, materials, equipment, and subcontractor expenses.
• See Job-Level Profitability
  Review gross margin by project to understand job performance and see where project margins may be slipping.
• Compare Earned And Billed Amounts
  Understand whether jobs are overbilled or underbilled, and distinguish cash received from billing ahead from profit that has been earned.
• Catch Margin Drift Earlier
  Compare estimated and actual project margins during the job to spot cost overruns and changing profitability before closeout.
• Track Retainage By Job
  See retainage balances for each job and keep amounts visible for billing and collection at closeout.
• Organize Subcontractor Details
  Connect subcontractor bills to the appropriate job and cost code while keeping 1099 and insurance tracking current.
• View Cash And Draw Timing
  Review receivables, payables, and draw timing together to understand cash timing; forecasting is available in the larger contractor package.
• Prepare Reporting For CPA Review
  Provide consistently prepared WIP schedules, job-level detail, and retainage balances that the CPA can review, along with organized year-end workpapers.

Historical bookkeeping cleanup

Historical bookkeeping cleanup and catch-up bookkeeping are separately scoped services for books that need prior-period work. Triangle Ledger assesses the books and provides a fixed-fee quote before work begins. Historical cleanup is listed as an add-on starting at $500 per project and is not included in the monthly bookkeeping price. For construction businesses, historical cleanup or job-cost rebuilds are quoted separately after reviewing job setup, cost codes, and open contracts.

Category: Bookkeeping Services

• Know The Fee Before Work Begins
  Receive a fixed-fee quote before cleanup work starts, so the project cost is established in advance. The listed starting price is $500 per project.
• Keep Cleanup Costs Separate
  Pay for historical cleanup as a separately quoted project instead of having it folded into the recurring monthly bookkeeping price.
• Review Job Records Before Quoting
  For construction cleanup, Triangle Ledger reviews job setup, cost codes, and open contracts before quoting the work, helping define the scope of the historical cleanup or job-cost rebuild.