Cardinal Concierge offers integrated accounting, financial, and operational services designed to support businesses through every stage—from day-to-day management to complex financial matters and organizational change. 

 Accounting & Bookkeeping

Accurate, organized financials are the foundation of every successful business. Cardinal Concierge delivers reliable bookkeeping and accounting support tailored to your operations.

Services include:

• Monthly or quarterly bookkeeping
• General ledger maintenance
• Bank and credit card reconciliations
• Financial statement preparation
• Payroll coordination and payroll journal entries
• Cleanup and catch-up bookkeeping

Professional forensic accounting services designed to bring clarity to complex or disputed financial matters.

Services include:

• Financial investigation and analysis
• Reconstruction of financial records
• Identification of discrepancies or irregularities
• Documentation and preparation of findings
• Support for legal, regulatory, or internal review matters

When a business is growing, transitioning, or under stress, strong financial insight and operational structure are critical.

Services include:

• Financial and operational analysis
• Cost restructuring and expense review
• Process improvement and workflow redesign
• Department realignment and internal controls
• Support during growth, transition, or recovery phases

We help businesses establish clear structures, policies, and workflows that support sustainable operations.

Services include:

• HR processes and documentation support
• Payroll and benefits coordination assistance
• Department structure and role definition
• Policies, procedures, and internal documentation
• Administrative and operational support

Discreet, short-term leadership support designed to assess operations from the inside and drive immediate improvement.

Cardinal Concierge can embed within your organization in an interim or behind-the-scenes capacity to evaluate financial operations, workflows, controls, and team performance—without disruption or unnecessary visibility.

Services may include:

• Temporary executive or management-level support
• On-site or embedded operational assessment
• Identification of inefficiencies, risks, or control gaps
• Financial and departmental process review
• Team structure and workflow evaluation
• Implementation of corrective actions and process improvements

This service is ideal for business owners, investors, or legal professionals who need an objective assessment, rapid stabilization, or operational clarity during periods of transition, concern, or change.

All engagements are conducted with professionalism, discretion, and clearly defined scope.