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In-person when it matters
For DFW-area clients, in-person meetings at the office, your office, or a local coffee shop are easy to arrange. Sometimes a 20-minute coffee solves what email can't.
Sachse, TX · Licensed CPA · Local & remote
Bookkeeping & CPA Services in Sachse, TX A licensed CPA down the road.
Cardinal Financial Services is a licensed CPA practice based at 1415 Edgemont Dr in Sachse, Texas. Bookkeeping, accounting, and fractional CFO services for small businesses across Sachse, Garland, Wylie, Murphy, Rowlett, Plano, Richardson, and the greater Dallas–Fort Worth metroplex.
- 10+ years in accounting & finance
- 5.0 ★ on Google
- Licensed CPA in Texas
Why local matters
A real CPA in your own ZIP code.
Most small business owners want a financial partner they can actually meet, not a faceless online service. Cardinal is local-first, with the option to go fully remote if that's what you prefer.
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Texas tax familiarity
No state income tax simplifies a lot, but franchise tax, sales tax, and local compliance still trip up out-of-state bookkeepers. Cardinal handles Texas reporting natively.
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Real local references
Most of Cardinal's reviews on Google are from real DFW small businesses. Ask for references and you'll talk to someone in your own metro.
Areas served
Serving small businesses across DFW.
Cardinal's primary service area covers Sachse and the surrounding northeast Dallas suburbs, with cloud-based delivery for clients across the greater metroplex and the country.
Northeast Dallas suburbs
Sachse, TX 75048 — Home base. The office is at 1415 Edgemont Dr. In-person meetings welcome.
Garland, TX — Just west of Sachse. Easy in-person coverage for businesses in the 75040–75044 ZIPs.
Wylie, TX — Direct neighbor to the east. Common Cardinal client market.
Murphy, TX — Just north. Frequent client travel.
Rowlett, TX — South. Same drive radius as Garland.
Plano & Richardson, TX — Larger commercial zones for growing client businesses.
Greater DFW & nationwide
Cardinal serves the broader Dallas–Fort Worth metroplex remotely — Dallas proper, Frisco, McKinney, Allen, Mesquite, Rockwall, and beyond — through cloud-based bookkeeping platforms and Zoom.
For clients outside Texas, the same engagement model applies: secure document sharing, monthly close in the cloud, and phone or video calls whenever needed. Modern bookkeeping has made geography mostly irrelevant — but if proximity matters to you, Cardinal is here in 75048.
Services
Full-service finance, local touch.
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Bookkeeping
Monthly transaction recording, account reconciliations, and CPA-prepared financial statements. Starting from $300/month.
Learn more about bookkeeping →02
Accounting
Profit & loss, balance sheet, cash flow statement, and custom reports reviewed by a licensed CPA each month.
See accounting services →03
Fractional CFO
Cash flow forecasting, KPI dashboards, profitability analysis, and growth planning. Starting from $1,000/month.
Explore fractional CFO →Ready to start?
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. Coffee in Sachse or Wylie if that's easier — just ask.
- Phone(469) 215-2804
- Email[email protected]
- Address1415 Edgemont Dr, Sachse, TX 75048
- HoursMon–Fri · 9:00am – 5:00pm CT