01
Profit & loss
Monthly P&L that shows revenue, cost of goods, gross margin, operating expenses, and net income — with month-over-month comparisons so trends jump out.
Accounting · Licensed CPA · Sachse, TX
Accounting & Reporting Numbers, translated.
CPA-prepared financial statements and monthly reporting that turn raw numbers into clear insights about how your business is actually performing. Reviewed by a licensed CPA each month.
- 10+ years in accounting & finance
- 5.0 ★ on Google
- Licensed CPA & sole practitioner
What's included
Reporting that actually tells you something.
Most accounting reports are spreadsheets that get filed and forgotten. Cardinal's are built to be read, understood, and acted on.
02
Balance sheet
What you own, what you owe, and what's left over. Updated monthly, reconciled to bank statements, ready for any lender or investor conversation.
03
Cash flow statement
Where the cash actually came from and where it went. Operating, investing, financing — separated cleanly so you see how the business is funding itself.
04
Custom reports
Class-based or department-based P&L, project profitability, gross margin by product line — whatever lens you need to see your business clearly.
05
Year-end financials
CPA-reviewed year-end financial statements packaged for your tax preparer, lender, or investor. Saves your tax CPA hours and you the rework fee.
06
Lender & SBA reporting
If you're applying for a loan, line of credit, or SBA program, Cardinal prepares the historical financials and projections in the format lenders expect.
Why this matters
Reports your banker can read.
Most small business owners learn how their year went on April 15th, when their tax preparer hands them a return. That's twelve months too late to do anything about it.
With CPA-prepared monthly reporting, you see the same picture your accountant sees — every month, in language that makes sense. Margins drifting? Caught in February, not December. Cash flow tightening? Caught before payroll is at risk. Lender asks for trailing-12 financials? Sent in five minutes, not five days.
That's the difference between accounting that's a compliance task and accounting that's a management tool.
Ready to start?
Let's see if I'm the right fit.
A 30-minute call to talk through your business, your reporting needs, and what would actually be useful. No pressure, no pitch.
- Phone(469) 215-2804
- Email[email protected]
- Location1415 Edgemont Dr, Sachse, TX 75048 · Serving clients nationwide
- HoursMon–Fri · 9:00am – 5:00pm CT