Wake Triangle Bookkeeping Solutions, LLC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Online
Who they say they serve: real estate, e-commerce (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Wake Triangle Bookkeeping Solutions, LLC | home page | |
| Website | https://www.waketrianglebookkeeping.com/ | home page | |
| Office locality | Raleigh, NC | home page | |
| Phone | +19192838948 | home page | |
| Offers bookkeeping | Documented: Wake Triangle Bookkeeping Solutions, LLC | Optimize Finances Today 0 Expert Bookkeeping Solutions for Local... | home page | |
| Monthly bookkeeping | Documented: ...Now - Wake Triangle Bookkeeping Solutions, LLC 0 Contact Us Let's discuss your monthly bookkeeping needs and explore how I can help you save time and money. Click the button below... | /contact | 8 pts (max 8) |
| AP / AR | Documented: ...growth goals. Transaction categorization and coding Bank & credit card reconciliations Accounts receivable & payable Payroll processing Project cost management & inventory... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...and coding Bank & credit card reconciliations Accounts receivable & payable Payroll processing Project cost management & inventory tracking Fixed asset management Sales... | home page | 4 pts (max 4) |
| Industries served (documented) | real estate, e-commerce | /services | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /about | 3 pts (max 3) |
| Onboarding described | Documented: ...Sales tax accounting & filing Financial & management reporting View All Services How It Works A Simple, Stress-Free Process Schedule a Consultation We learn about your business... | home page | 4 pts (max 4) |
| Named contact / team | Manny Jones, founder | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Wake Triangle Bookkeeping Solutions, LLC' in Raleigh, NC on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Wake Triangle Bookkeeping Solutions, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.