01
Transaction recording
Every transaction categorized correctly the first time. Custom chart of accounts tailored to how your business actually operates.
Bookkeeping · Licensed CPA · Sachse, TX
Monthly Bookkeeping
Books you can
actually trust.
Accurate transactions, reconciled accounts, and CPA-prepared financial statements every month. Personal service from a licensed CPA — not a data-entry team. Starting from $300/month.
- 10+ years in accounting & finance
- 5.0 ★ on Google
- Licensed CPA & sole practitioner
What's included
Everything your books need. Nothing they don't.
Monthly bookkeeping, done right by a licensed CPA. Same person every month. Same email. Same phone.
02
Account reconciliations
Monthly reconciliation of every bank, credit card, and merchant account. Discrepancies flagged and resolved before you ever see them.
03
Financial statements
Profit & loss, balance sheet, and cash flow statement delivered every month. Reviewed by a CPA, ready for your tax preparer at year-end.
04
1099 tracking
Contractor payments tracked all year long, then filed at year-end. No January scramble. (Growth tier and above.)
05
Catch-up & clean-up
Months or years behind? Cardinal handles the catch-up engagement and gets you to a clean monthly close inside 30 days.
06
Year-end handoff
Clean, CPA-ready financials handed off to your tax preparer at year-end. Coordination with your tax CPA included.
Why CPA-led matters
Books reviewed by a licensed CPA are different.
Most bookkeeping services are data-entry shops. Transactions get categorized by junior staff, mistakes compound, and at year-end your tax preparer has to clean it all up before they can file — at their hourly rate.
Cardinal is different. Every set of books is reviewed by a licensed CPA each month. Errors get caught early. Categorizations match how a CPA would treat them at year-end. Your tax preparer opens the file in January and starts working — no clean-up, no surprises, no rework fees.
That's the entire reason small business owners hire a CPA-led bookkeeper instead of a generic service. The books work harder for you all year, and they cost less to translate into a tax return.
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. No pressure, no pitch. Pricing for bookkeeping starts at $300/month.
- Phone(469) 215-2804
- Email[email protected]
- Location1415 Edgemont Dr, Sachse, TX 75048 · Serving clients nationwide
- HoursMon–Fri · 9:00am – 5:00pm CT