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Bookkeeping
Accurate transaction recording, reconciliations, and clean books you can actually trust at month-end.
Learn more about bookkeeping →Licensed CPA · Sachse, TX · Serving the U.S.
Bookkeeping, Accounting & Fractional CFO
Your books
deserve better.
I'm Aly, a licensed CPA based in Sachse, TX. I deliver clean books and the strategic guidance small businesses need to grow with confidence. Personal service, fair pricing, and a real human who picks up the phone.
- 10+ years in accounting & finance
- 5.0 ★ on Google
- Licensed CPA & sole practitioner
What I do
Financial support, end‑to‑end.
From day-to-day bookkeeping to executive-level strategy. One trusted partner, working directly with you.
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Accounting
Financial statements and reporting that translate raw numbers into clear insights about your business.
See accounting services →03
Fractional CFO
Executive-level strategy: forecasting, cash flow, and growth planning, without the full-time hire.
Explore fractional CFO →How it works
Three steps to clean books.
No long contracts, no surprise invoices. Just a clear path from where you are today to financial peace of mind.
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1
Free consultation
A 30-minute call so I can understand your business, your books, and what you actually need. No pressure, no pitch.
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2
Custom proposal
A fixed monthly quote tailored to your account count, transaction volume, and advisory needs. No hourly billing surprises.
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3
Onboarding & clean‑up
I handle the migration, catch up any backlog, and have you running on a clean monthly close inside 30 days.
About Cardinal
A licensed CPA, in your corner.
I'm Aly, the founder and the only person you'll work with at Cardinal Financial Services. After 10+ years in accounting and finance, I started Cardinal because small business owners deserve more than a data-entry bookkeeper. They deserve a financial partner who actually knows their business, picks up the phone, and explains the numbers in plain English.
That's the entire promise. Quality work, clear communication, fair pricing, and the kind of personal, responsive service you only get when one CPA owns the relationship from end to end.
10+Years in accounting & finance
30 daysFrom sign-up to clean close
1 hrAverage response time
Reviewed on Google
★★★★★"Aly at Cardinal is excellent. He helped get me fully caught up on my bookkeeping, which was a huge relief. He's very knowledgeable, timely, and always responsive, and his pricing is fair. Knowing my books are handled by a licensed CPA truly puts me at ease. On top of that, he's a pleasure to work with. Highly recommend."
★★★★★"We use Cardinal Bookkeeping & Aly has been a great help to us with our own bookkeeping. When we can't meet in person we hop on a Zoom call and he runs us through updates. Aly has helped us set things up properly, fix mistakes we'd made, and set up automations that save us a lot of time every month. Our EOY tax prep has been SO much smoother due to the amazing work they do."
★★★★★"I can't recommend Cardinal enough for bookkeeping services. The founder, Aly, is incredibly diligent, detail-oriented, and thorough in everything he does. He goes the extra mile in ways I wouldn't have even known to ask for. He really treats my business as if it were his own. We have worked with other CPAs in the past and that level of ownership and integrity is rare to find. If you want someone who is reliable, proactive, and genuinely invested in your success, Cardinal is who you want to work with."
Packages
Pricing that fits where you are.
Pick the package closest to your business today. I'll tailor the exact scope on your free consultation.
Starter
For solo operators & new businesses
Starting from$300/mo
- Monthly bookkeeping (up to 5 accounts)
- Categorization of transactions
- Account reconciliations
- Standard financial reports (P&L, Balance Sheet)
- Email support
- Year-end CPA-ready financials
Growth
For growing businesses that need more
Starting from$500/mo
- Everything in Starter
- Up to 10 accounts
- Monthly recorded video from CPA
- 1099 contractor tracking & year-end filing
- Phone & email support
CFO Essentials
For businesses ready to scale
Starting from$1,000/mo
- Everything in Growth
- Cash flow forecasting & management
- Profitability analysis & KPI dashboards
- Custom financial reports tailored to your business
- Monthly live call with CPA
- Priority phone, text & email support
Prices shown are starting points. Final quote depends on your account count and complexity, set during your free consultation.
FAQs
A few things people ask first.
Do you work with businesses outside of Texas?
Yes. I'm based in Sachse, TX but serve clients across the country remotely. Modern bookkeeping is largely cloud-based, so location rarely matters.
Will you work with my existing tools?
Absolutely. I'll meet you where you are: whatever accounting software, billing platform, or POS you already use, I'll work inside your current setup rather than forcing you to switch.
Can you clean up books that are behind?
Yes. Catch-up and clean-up engagements are some of the most common projects I take on. We'll scope it on your free consultation.
Do you also file taxes?
I focus on bookkeeping, accounting, and CFO services, and hand off clean year-end books to your tax preparer. I'm happy to coordinate directly with your CPA or recommend a partner.
How does pricing work?
Pricing depends on your account count, transaction volume, and the level of advisory you need. After a short discovery call I'll send you a fixed monthly quote. No hourly billing surprises.
Who will I actually be working with?
Me. Cardinal is a sole CPA practice, not an outsourced team. You'll have one phone number, one email, and one person who knows your business inside and out.
Book a free consultation
Let's see if I'm the right fit.
A 30-minute call to talk through your business, your books, and what you actually need. No pressure, no pitch. Just a real conversation.
- Phone(469) 215-2804
- Email[email protected]
- Location1415 Edgemont Dr, Sachse, TX 75048 · Serving clients nationwide
- HoursMon–Fri · 9:00am – 5:00pm CT