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Bookkeeping · CPA tax services

Accounting that keeps your business moving forward.

Cardinal Accounting pairs disciplined bookkeeping with CPA-led tax preparation for owner-operated businesses — so your numbers are accurate, your return is ready, and your fees are predictable.

Monthly plans starting at $395/month · Quarterly tax-linked plans starting at $495/quarter

An organized accounting desk with a ledger, laptop reports, and a mountain view

Accurate books

Reconciled accounts and reviewed balance sheets — not just categorized transactions.

Tax-ready, all year

Books closed with the return in mind, reviewed alongside our CPA partner.

Predictable pricing

Published plans and fixed project quotes. No surprise hourly invoices.

A real relationship

Year-round access to people who know your business — not a seasonal scramble.

Plans

Choose the cadence that fits your business.

Quarterly plans pair with your Cardinal business tax return. Monthly plans give you closes, statements, and review every month.

Compare all plans →
Requires Cardinal tax preparation

Tax-Ready Quarterly

Clean, quarterly books for simple businesses — paired with your Cardinal tax return.

Typical starting point

$495/quarter + tax preparation

Includes

  • Quarterly transaction categorization
  • Bank & credit-card reconciliation
  • Basic balance sheet review
  • Quarterly P&L and Balance Sheet
  • Year-end tax-ready close
  • Books prepared for your tax return

Core Monthly

Our entry monthly plan for straightforward businesses.

Starting at

$395/month

Final fit depends on volume and complexity.

Includes

  • Monthly transaction categorization
  • Bank & card reconciliations
  • Chart-of-accounts maintenance
  • Standard monthly P&L and Balance Sheet
  • Basic month-end review
  • Tax-ready year-end books

Final pricing is confirmed after we review your bookkeeping needs, transaction volume, account complexity, entity structure, and service scope.

Why owners trust Cardinal

Familiar tools. Careful handling. Clear credentials.

Platforms we work in

  • QuickBooks Online & Desktop — Day-to-day bookkeeping, cleanup, and close
  • Zoho Books — Bookkeeping and reconciliation
  • CCH tax software — Used for tax preparation

CPA-led tax work

Tax preparation and review are performed by or under the supervision of our licensed CPA partner. Not every team member is a CPA.

Privacy-first intake

Our website forms are encrypted in transit and never ask for SSNs, EINs, passwords, bank or card details, or tax documents. Sensitive files are exchanged only after engagement, through a secure channel we set up with you.

Based in Utah

Working on Mountain Time with owner-operated businesses in Utah and, where appropriate, other states — meetings are virtual or by phone.

How it works

From first question to first close.

We keep onboarding simple and secure — sensitive documents are never collected through the public website.

  1. 01

    Tell us about your business

    A short intake about volume, accounts, and complexity — no SSNs or passwords.

  2. 02

    Get a preliminary plan fit

    We suggest a likely plan. Final scope and price are confirmed together.

  3. 03

    Book a consultation

    Pick a 30-minute time, Monday–Friday, Mountain Time.

  4. 04

    Engage and onboard

    Approve your engagement, then share access securely during onboarding.

Ready for books you can rely on?

A few minutes of questions, a preliminary plan recommendation, and a consultation on your calendar.