About Raleigh Bookkeeping
We started in 2018 with a simple goal: give Raleigh owners a bookkeeping partner who is accurate, responsive, and secure. Seven years later, we still run on that promise.
Team
We’re a small, senior team based in Raleigh. You get a dedicated bookkeeper, a reviewer for quality control, and access to a fractional CFO on our CFO-Light plan.
Approach & Tooling
- QuickBooks Online as the source of truth.
- Bank feeds with rules reviewed by humans—not autopilot.
- Secure document portal for receipts and statements.
- Owner’s KPI view for margin, cash, and AR/AP.
Security & Confidentiality
We follow least-privilege access, require MFA, and encrypt data in transit and at rest. We only retain documents needed for bookkeeping. We’ll delete non-required files on request or at the end of the engagement.