Longleaf Ledgers
Free Books Health-Check
Longleaf Ledgers provides reliable bookkeeping and financial reporting that helps small business owners understand their finances and make confident business decisions.
Most clients start with monthly bookkeeping. Once your books are clean, financial modeling turns them into a decision-making tool — for hiring, pricing, or walking into a bank with a real forecast.
Your books, reconciled and closed on a schedule — so you always know where you stand, without losing your evenings to untangling QuickBooks.
From $300/month
Final rate set after a free books review — most small businesses land between $300–$800/mo.
The analysis a bank underwriter would run on your business — built for you, so you make the call with real numbers instead of a gut feeling.
From $1,500/project
Or as an ongoing advisory retainer from $750/month once your books are current.
If you run a small business in the Triangle and your books eat your evenings, that's the problem this solves. Especially a good fit for:
Bookkeeping isn't a one-time project — it's a cycle. Here's the one your books will run on.
15 minutes, no obligation. I look at where things actually stand and tell you straight.
We set up or clean up QuickBooks Online and put the scope in writing — no surprises later.
Every month, your accounts are reconciled, categorized, and closed on a fixed schedule.
You get a one-page summary — and when you want it, the forecast to back your next decision.
Longleaf Ledgers is owned and operated by Ryan Winkler, a financial analyst with a background in credit underwriting, financial modeling, and due diligence at a large international bank. For years, Ryan evaluated businesses from the inside out — analyzing financial statements, understanding day-to-day operations, and identifying the strengths, risks, and opportunities behind the numbers. His experience also includes project finance, where he assessed major capital investments before they were approved.
Today, that same analytical approach helps small business owners gain confidence in their finances. Every set of books is handled with the professionalism and confidentiality expected in the banking industry — your financial information is reviewed thoroughly, treated with care, and never shared. Ryan is a Certified QuickBooks ProAdvisor, and Longleaf Ledgers is a registered North Carolina LLC.
Based in Cary, North Carolina, Longleaf Ledgers proudly serves small businesses throughout the Triangle area. Whether you're looking to stay organized, prepare for tax season, or better understand your business's financial performance, you'll work directly with someone who doesn't just categorize transactions — he understands what the numbers are telling you.
Every engagement starts with a free books health-check, so your rate is based on your actual books — not a guess off a price list.
Have something more specific in mind? Tell me about your business and I'll put together a real number.
Doing your own books works — until the business grows and your evenings disappear into QuickBooks. Handing it off gives you accurate, current numbers without the time cost, plus a trained second set of eyes catching issues before they turn into tax-season problems.
Your CPA files taxes and gives big-picture advice, usually once a year. Bookkeeping is the month-to-month work that keeps your records accurate so your CPA has clean numbers to file from. The two work together — good books make your CPA's job faster and cheaper.
Yes. Your data stays in your own QuickBooks Online account with access granted to me — never shared — and protected by bank-level encryption. You remain the owner of your books at all times.
QuickBooks Online, primarily — I'm a Certified QuickBooks ProAdvisor. If you're on another platform, we can talk through whether a move makes sense or whether I work within what you already have.
Most small service- and product-based businesses are a good fit — contractors, restaurants, medical and dental practices, retail, real estate, and professional services among them. Not sure? The free health-check is the fastest way to find out.
That's common, and it's fixable. Catch-up and cleanup work is scoped separately before monthly service begins, so your reporting starts from a clean, reconciled foundation instead of a backlog.
Reach out to schedule a free books health-check and see what a more organized monthly bookkeeping process could look like for your business.