Financial Clarity for Growing Businesses
From day-to-day bookkeeping to long-term tax strategy, Cardinal Concierge brings CPA-level precision to small and mid-size businesses.
Bookkeeping & Payroll
Accurate, timely records and payroll processing so you always know where you stand — and your team gets paid on time.
- Monthly reconciliation
- Payroll processing & compliance
- Accounts payable & receivable
- Bank & credit card reconciliation
Tax Planning & Filing
Proactive tax strategy that minimizes liability and keeps you compliant. We file federal, state, and local returns for businesses of all structures.
- Business & personal tax returns
- Quarterly estimated taxes
- Tax minimization strategy
- IRS correspondence support
CFO Advisory
Fractional CFO services that give growing businesses executive-level financial guidance without the full-time cost.
- Cash flow forecasting
- Budget development & tracking
- Financial KPI dashboards
- Investor & lender reporting
Financial Reporting
Clean, audit-ready financial statements prepared to GAAP standards — giving you and your stakeholders a clear picture of performance.
- Monthly P&L statements
- Balance sheet preparation
- Cash flow statements
- Custom management reports
Transparent, Predictable Pricing
Essentials
Core bookkeeping and reporting for early-stage businesses.
- Monthly bookkeeping
- Bank reconciliation
- Monthly P&L report
- Email support
Growth
Full-service accounting for scaling businesses with payroll and tax.
- Everything in Essentials
- Payroll processing (up to 20 employees)
- Quarterly tax planning
- Annual tax filing
- Priority support
Executive
Fractional CFO + full accounting suite for complex operations.
- Everything in Growth
- Fractional CFO services
- Cash flow forecasting
- Investor reporting
- Dedicated account manager
Request a Consultation
Tell us about your business and we'll match you with the right service tier. No obligation — just clarity.
Response Time
Within 1 business day
Confidentiality
All inquiries are handled with complete discretion