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Bookkeeping, Cash Flow & Growth Marketing in Raleigh-Durham, NC

For owner-led businesses across the Triangle, from Raleigh to Chapel Hill. We keep the books, plan the cash and run the marketing, so you can see what’s working.

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Works with the tools you already use

Services

Start with one service and add others as you grow.

Every engagement starts with a free consultation and a fixed fee agreed in writing.

Add when you need them.

Tax Support →Books ready for filing season, and we work alongside your CPA or introduce you to one we trust. Reporting & Dashboards →Your sales and your financials in one view, with live dashboards between monthly reports.New Loan Readiness →Lender-ready statements, projections and a debt schedule, prepared before you apply. Exit Readiness →Clean, documented books and customer records for due diligence, alongside the broker or advisor you choose.

Doing business in the Triangle.

Raleigh is the state capital and the seat of Wake County, and with Durham and Chapel Hill it anchors one of the country’s best-known research regions. Research Triangle Park and three major universities feed a steady stream of software and life sciences startups, while fast-growing suburbs like Cary, Apex and Wake Forest keep contractors and home service companies booked.

What we often help with here.

  • Software and subscription companiesRevenue recognized correctly, MRR and runway reported from the books, and investor updates without the weekend scramble.
  • Professional firmsProfit by client, utilization and pricing that keeps up with costs.
  • Contractors and home services in growing suburbsJob costing, crew payroll and local search.
  • Startups raising moneyClean books and projections before investors look.
  • Local service and retail businessesClean books, a cash plan you can count on and marketing that brings customers back.

North Carolina tax and compliance notes.

North Carolina has a flat personal income tax and a corporate income tax, and corporations pay an annual franchise tax. LLCs file an annual report with the Secretary of State each spring. Sales tax combines a state rate with county rates, and software and digital products can raise their own sales tax questions. General information only, not tax advice. Your CPA handles the filings, and we keep the books ready for them.

Questions from Triangle owners.

Do you work with businesses in Raleigh and Durham?

Yes. We work with owner-led businesses across the Triangle.

We’re a startup preparing to raise money. Can you help?

Yes. We get your books, metrics and projections in order. Your attorney and advisors handle the raise itself.

Do you handle R&D tax credits or grant reporting?

We keep the records your CPA needs for R&D credits. Specialized grant accounting goes to a firm that focuses on it.

Nearby areas we serve: Cary, Apex, Morrisville, Wake Forest, Chapel Hill and Durham.

Industries we serve.

We work with owner-led businesses of all kinds. These are the four we know best.

Plumber repairing the pipes under a kitchen sink

Home Services & Trades

Job costing, crew payroll and cash planning for seasonal swings.

  • Profit tracked job by job, with materials and labor coded as they happen
  • Crew payroll and subcontractor 1099s on schedule
  • A cash plan that carries you through slow months
See how we help →
Professional services leaders reviewing printed financial charts at a conference table

Professional Services

Client profitability, utilization and pricing for firms that sell their time.

  • Profit by client and by service line, every month
  • Retainers and deposits recorded when they’re earned
  • A pricing review whenever your costs move
See how we help →
Online retailer processing orders at her computer in a stockroom

E-commerce

Payout reconciliation, inventory, cost of goods and multi-state sales tax for online sellers.

  • Shopify, Amazon and TikTok Shop payouts matched to the bank
  • Margin by product, with shipping and landed cost included
  • Sales tax obligations tracked state by state
See how we help →
Two software developers working at a desk with code on screen

SaaS

Deferred revenue, MRR and churn for subscription businesses.

  • Subscription revenue recognized over the term it covers
  • MRR, churn and customer acquisition cost reported monthly
  • Board and investor reports in the format they expect
See how we help →
Senior advisor meeting with a business owner across the desk
Monthly reportExample
Revenue
$84,200▲ 6%
Gross margin
41%▲ 3 pts
Cash on hand
$62,400covers 9 weeks

Margin rose after last month’s price change. Two invoices past 60 days are holding $11,300, so they’re worth a call this week.

What working with us looks like.

One team for your books and your growthA senior lead for your books and a senior lead for your growth. They stay with you and compare notes every month.
Numbers explained in plain EnglishEach month you get your financials with a short note on what changed and what to do about it.
A fixed monthly feeAgreed in writing before work begins, with month-to-month terms and no hourly billing.
Your software stays the sameWe work in your QuickBooks or Xero, HubSpot and Shopify, so nothing changes about how you run the business.

How it works

How we get started.

From the first call to your first monthly report, in about a month.

Schedule a consultation
1Week 1

Free consultation

A 30-minute conversation about your business, your books and what you need.

2Weeks 1 to 2

Onboarding

We connect your accounts and bring any past months up to date.

3Weeks 3 to 4

First month-end close

Your first set of financial statements, with a walkthrough.

4Every month

Monthly reporting

Financial statements, a cash outlook and our recommendations.

Start with one conversation.

A free 30-minute consultation with a senior advisor. No obligation.

Schedule a consultation