You run the business. We run the books.
Month-end close, payroll, bills, invoicing and reporting, backed by decades of experience. For businesses that have outgrown a bookkeeper but don't need a full-time controller.
Fixed monthly fee. No hourly billing. Serving the Triad, North Carolina and clients nationwide.
Who does what
Your team sends the paperwork it already has. We turn it into closed books and clear financial statements every month, without the cost of a full-time controller.
Your team
Provides the source documents
- Receipts, bills and vendor invoices
- Sales, deposits and customer details
- Timesheets and new-hire paperwork
- Approvals on payments
Triad Accounting Services
Runs the whole department
- Bookkeeping, payroll, bills and invoicing handled
- A thorough close and review every month
- Clear reporting and someone to call with questions
- One predictable monthly fee
Full-time controller
What you don't have to hire
- Salary, benefits and payroll taxes
- Recruiting and turnover risk
- More capacity than many businesses use
What's handled each month
Pick what you need. Everything runs on a regular schedule, so you always know when your numbers will be ready.
Month-end close
Reconciliations, accruals, balance sheet review and a closed month you can rely on, on a set calendar.
Financial reporting
P&L, balance sheet and cash flow every month, with budget-to-actual, KPIs and lender or investor packages when you need them.
Payroll
Hours reviewed, payroll processed through your provider, and journal entries posted. Multi-state and contractor payments included, with SHRM-certified HR know-how behind it.
Bills and vendor payments
Bills entered, coded and scheduled for your approval, so vendors get paid on time and nothing gets paid twice.
Invoicing and collections
Invoices sent, payments applied and overdue accounts followed up, with an aging report you can actually use.
Tax and compliance support
Sales tax filings, 1099s, and a clean year-end package for your tax preparer. We coordinate with your CPA so you don't have to.
How getting started works
Most clients are fully set up within a month.
Intro call
Thirty minutes to talk through your business, your current setup and what's not working.
Look at the books
With read-only access, we review your accounting file so the quote reflects what's really there.
Fixed quote
You get one monthly price and a written list of what's included. No surprises later.
First close
We set up access, clean up anything that needs it, and deliver your first monthly close.
Let's talk about your books
Send a quick note or call. We'll reply within one business day and set up a 30-minute intro call.