{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/triangleledger-com","markdownUrl":"https://nowen.ai/agents/triangleledger-com.md","jsonUrl":"https://nowen.ai/agents/triangleledger-com.json","name":"Triangle Ledger Co.","website":"https://triangleledger.com","location":"Raleigh, NC","address":{"city":"Raleigh","state":"NC"},"industry":"Bookkeeping","deliveryModel":"services","marketCategories":{"primary":{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T01:46:02.962Z","summary":"Triangle Ledger Co. provides bookkeeping and financial reporting that helps small businesses understand performance, manage cash flow, and make informed decisions.","description":"Triangle Ledger Co. is a boutique bookkeeping and financial reporting firm serving established small businesses, including construction companies. It provides reconciled monthly books, cash flow and job-cost reporting, financial reviews, and CPA coordination to help business owners understand performance, plan ahead, and make informed decisions.","mission":"Help small businesses understand where they stand financially through accurate, timely books and clear reporting they can use to make better decisions.","directory":{"industryName":"Bookkeeping","agentCount":5,"indexable":false,"hubUrl":"https://nowen.ai/industry/bookkeeping"},"categoryDirectory":{"name":"Bookkeeping Services","agentCount":33,"indexable":true,"url":"https://nowen.ai/category/bookkeeping-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Foundation","anchor":"product-foundation","type":"Service","url":"https://triangleledger.com/","summary":"Stay informed about your business’s finances each month without managing the books yourself.","description":"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.","pricing":{},"features":[{"name":"Monthly bookkeeping and reconciliations","value":"Keep Books Organized Each Month","valueDescription":"Have monthly bookkeeping and reconciliations handled for up to 100 transactions and two bank or card accounts, without managing the books yourself."},{"name":"Monthly financial statements","value":"Understand Monthly Financial Position","valueDescription":"Monthly profit and loss and balance sheet statements provide a regular view of the business’s financial position."},{"name":"Scheduled monthly close","value":"Receive Books By The 15th","valueDescription":"A committed monthly close date means the books are closed by the 15th, helping ensure financial information arrives on schedule."},{"name":"Year-end CPA handoff","value":"Prepare An Organized CPA Handoff","valueDescription":"An organized year-end package gives the client’s CPA financial materials for the year-end handoff."},{"name":"Quarterly financial check-ins","value":"Review Finances Each Quarter","valueDescription":"Quarterly check-ins provide a recurring opportunity to review the business’s finances."},{"name":"Secure document portal","value":"Share Documents Through Liscio","valueDescription":"The Liscio portal provides a secure place to handle document sharing."},{"name":"48-hour response time","value":"Get Responses Within 48 Hours","valueDescription":"A stated 48-hour response time sets expectations for when clients can receive a response."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"CFO-Ready Finance","anchor":"product-cfo-ready-finance","type":"Service","url":"https://triangleledger.com/","summary":"Gain clearer financial visibility, leadership reporting, and CPA coordination to support confident business growth.","description":"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.","pricing":{},"features":[{"name":"Monthly bookkeeping and reconciliations","value":"Keep Books Accurate Each Month","valueDescription":"Receive reconciled monthly books, with capacity for up to 500 transactions and six bank or card accounts."},{"name":"Budget-versus-actual analysis","value":"Compare Results Against Budget","valueDescription":"Compare monthly financial performance with the budget to understand results and inform business decisions."},{"name":"KPI dashboard and commentary","value":"Monitor KPIs With Written Context","valueDescription":"Use a custom KPI dashboard and written commentary to review key performance indicators with accompanying context."},{"name":"Monthly financial and leadership reviews","value":"Turn Financial Results Into Actions","valueDescription":"Monthly reviews and clear action items help owners understand what changed, what to watch, and what to do next."},{"name":"Scheduled monthly close","value":"Receive Books By The 10th","valueDescription":"A committed monthly close by the 10th provides a predictable schedule for receiving financial information."},{"name":"Multi-entity bookkeeping","value":"Manage Books Across Entities","valueDescription":"Receive bookkeeping for multiple entities, with the scope tailored to the client’s structure."},{"name":"CPA coordination and year-end handoff","value":"Coordinate With Your CPA","valueDescription":"Coordinate with your CPA and provide an organized, structured year-end handoff to support the transition of financial information."},{"name":"Monthly financial statements","value":"Review Monthly Financial Statements","valueDescription":"Use monthly profit and loss and balance sheet statements to understand the business’s financial position and results."},{"name":"Cash flow reporting","value":"Track Cash Flow Clearly","valueDescription":"Review cash flow reporting alongside other financial information to understand the business’s cash position."},{"name":"Accounts receivable and payable aging","value":"Track Amounts Owed And Due","valueDescription":"Accounts receivable and payable aging helps owners see who owes the business and which bills are coming due."},{"name":"Quarterly planning calls","value":"Plan Business Priorities Quarterly","valueDescription":"Quarterly planning calls give owners a recurring opportunity to discuss plans and business priorities."},{"name":"Same-day response time","value":"Get Same-Day Responses","valueDescription":"Receive responses the same day, according to the response time stated for this package."}]},{"name":"Contractor Financial Partner","anchor":"product-contractor-financial-partner","type":"Service","url":"https://triangleledger.com/construction","summary":"Gives larger contractors deeper visibility into project margins, cash flow, and reporting to support confident management decisions.","description":"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.","pricing":{},"features":[{"name":"Job-cost tracking","value":"Track Costs By Job","valueDescription":"Organize job costs and subcontractor expenses by project to support contractor-focused financial reporting."},{"name":"Project profitability and margin analysis","value":"Review Project Margin Performance","valueDescription":"Review project margins in greater depth to understand how jobs are performing financially."},{"name":"Work-in-progress schedules and analysis","value":"Review Work In Progress","valueDescription":"Use monthly WIP schedules to review earned revenue against billings and gain deeper insight into work in progress."},{"name":"Cash flow forecasting","value":"Forecast Cash Flow","valueDescription":"Look ahead at cash flow and review receivables, payables, and draw timing together to support planning around contractor operations and project timing."},{"name":"Retainage tracking","value":"Track Retainage By Job","valueDescription":"Monitor retainage by job so amounts due can be followed through to collection or payment."},{"name":"Accounts receivable and payable monitoring","value":"Monitor Receivables And Payables","valueDescription":"Keep track of accounts receivable and payable as part of contractor-focused financial oversight."},{"name":"Budget-versus-actual reporting","value":"Compare Budgets With Actuals","valueDescription":"Compare budgeted and actual results to give management a clearer view of financial performance."},{"name":"Monthly financial and management reviews","value":"Review Results Each Month","valueDescription":"Use a monthly review to discuss financial information and project reporting on a regular cadence."},{"name":"Multi-entity or custom reporting","value":"Tailor Reporting To Your Structure","valueDescription":"Receive multi-entity or custom reporting scoped to the contractor’s structure and reporting requirements."},{"name":"Monthly bookkeeping and reconciliations","value":"Keep Monthly Books Reconciled","valueDescription":"Maintain organized monthly books through bookkeeping and reconciliations included in the package."},{"name":"Subcontractor expense categorization","value":"Categorize Subcontractor Expenses","valueDescription":"Assigning subcontractor expenses to the right job and cost code helps maintain useful job-level financial records."},{"name":"Monthly financial statements","value":"Review Monthly Financial Statements","valueDescription":"Monthly statements provide a recurring view of the contractor’s financial results."},{"name":"CPA coordination and year-end workpapers","value":"Coordinate With Your CPA","valueDescription":"Get organized contractor financial information and direct coordination with your CPA, helping avoid acting as the go-between."}]},{"name":"One-time onboarding","anchor":"product-one-time-onboarding","type":"Service","url":"https://triangleledger.com/","summary":"Set up your bookkeeping relationship with a clear scope and file while keeping onboarding effort and one-time costs distinct from monthly service.","description":"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.","pricing":{},"features":[{"name":"Bookkeeping diagnostic and scope confirmation","value":"Clarify Scope Before Monthly Service","valueDescription":"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."},{"name":"One-time onboarding fee","value":"Keep Onboarding Costs Separate","valueDescription":"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."},{"name":"Structured 14-day onboarding process","value":"Move Through A Guided Transition","valueDescription":"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."},{"name":"Bookkeeping file setup","value":"Set Up Your Bookkeeping File","valueDescription":"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."},{"name":"Separate fixed-fee cleanup quote","value":"Approve Cleanup Costs Before Work","valueDescription":"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."},{"name":"Limited client time during transition","value":"Limit Your Time During Transition","valueDescription":"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."},{"name":"Secure onboarding access and welcome steps","value":"Start With Secure, Clear Access","valueDescription":"Complete initial engagement steps, receive a secure document portal and timeline, and provide QuickBooks access through accountant access rather than sharing actual bank logins."}]},{"name":"Monthly management reporting and analysis","anchor":"product-monthly-management-reporting-and-analysis","type":"Service","url":"https://triangleledger.com/","summary":"Add monthly reporting and analysis to help understand financial performance and make better-informed decisions.","description":"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.","pricing":{},"features":[{"name":"Monthly management reporting and analysis","value":"Gain Monthly Management Insight","valueDescription":"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."}]},{"name":"Construction WIP and job-cost reporting","anchor":"product-construction-wip-and-job-cost-reporting","type":"Service","url":"https://triangleledger.com/construction","summary":"Gives contractors clearer visibility into job performance, WIP, retainage, and cash timing to support more confident decisions.","description":"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.","pricing":{},"features":[{"name":"Job-cost tracking","value":"Track Costs By Job","valueDescription":"See which costs belong to each project, with job-level categorization for labor, materials, equipment, and subcontractor expenses."},{"name":"Job profitability reporting","value":"See Job-Level Profitability","valueDescription":"Review gross margin by project to understand job performance and see where project margins may be slipping."},{"name":"Monthly WIP schedules","value":"Compare Earned And Billed Amounts","valueDescription":"Understand whether jobs are overbilled or underbilled, and distinguish cash received from billing ahead from profit that has been earned."},{"name":"Estimated-versus-actual margin analysis","value":"Catch Margin Drift Earlier","valueDescription":"Compare estimated and actual project margins during the job to spot cost overruns and changing profitability before closeout."},{"name":"Retainage tracking","value":"Track Retainage By Job","valueDescription":"See retainage balances for each job and keep amounts visible for billing and collection at closeout."},{"name":"Subcontractor bill and compliance tracking","value":"Organize Subcontractor Details","valueDescription":"Connect subcontractor bills to the appropriate job and cost code while keeping 1099 and insurance tracking current."},{"name":"Cash flow and draw timing visibility","value":"View Cash And Draw Timing","valueDescription":"Review receivables, payables, and draw timing together to understand cash timing; forecasting is available in the larger contractor package."},{"name":"CPA-ready WIP and job detail","value":"Prepare Reporting For CPA Review","valueDescription":"Provide consistently prepared WIP schedules, job-level detail, and retainage balances that the CPA can review, along with organized year-end workpapers."}]},{"name":"Historical bookkeeping cleanup","anchor":"product-historical-bookkeeping-cleanup","type":"Service","url":"https://triangleledger.com/","summary":"Resolve historical bookkeeping issues with separately scoped cleanup, upfront fixed-fee pricing, and costs kept apart from monthly bookkeeping.","description":"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.","pricing":{},"features":[{"name":"Fixed-fee cleanup quote","value":"Know The Fee Before Work Begins","valueDescription":"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."},{"name":"Separate cleanup pricing","value":"Keep Cleanup Costs Separate","valueDescription":"Pay for historical cleanup as a separately quoted project instead of having it folded into the recurring monthly bookkeeping price."},{"name":"Construction records review","value":"Review Job Records Before Quoting","valueDescription":"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."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://triangleledger.com","text":"Triangle Ledger Co."},{"url":"https://triangleledger.com/","text":"Foundation"},{"url":"https://triangleledger.com/construction","text":"Contractor Financial Partner"}]}