01

QuickBooks Setup & Support

QuickBooks Online is the foundation of everything we do. Whether you're brand new to it or your books are a mess, we'll get you set up right and keep it that way.

Get Started →

QuickBooks Setup & Cleanup

Setting up QuickBooks Online for new businesses or reorganizing and correcting existing accounts. We make sure your chart of accounts, settings, and integrations are configured correctly from the start.

QuickBooks Training

Want to understand your own books? We'll teach you how to use QuickBooks Online effectively so you're never in the dark about your own finances.

02

Bookkeeping & Transaction Management

The core of what we do. Your transactions recorded correctly, your accounts reconciled on time, and your books ready for whatever comes next.

Get Started →

Book Cleanup & Catch-Up

Fallen behind on your books? We'll get everything back in order — no matter how far behind you are. A clean starting point makes everything easier going forward.

Transaction Categorization

Every income and expense classified correctly so your financial records are accurate and tax-ready. Proper categorization is the difference between useful reports and misleading ones.

Bank & Credit Card Reconciliation

Monthly reconciliation of all accounts to ensure your records match your actual bank and credit card statements — catching errors before they become problems.

03

Accounts Payable & Receivable

Know exactly what you owe and what you're owed. We keep your cash flow clear and make sure nothing slips through the cracks.

Get Started →

Accounts Payable Management

Recording, tracking, and managing vendor bills so you always know what's due and when. We help you stay on top of your obligations without the stress of keeping it all in your head.

Accounts Receivable Management

Invoicing clients, tracking outstanding payments, and following up on overdue accounts. Getting paid on time matters — we help you stay on top of what's coming in.

04

Payroll & Compliance

Payroll done right means your employees are paid accurately and on time, your taxes are withheld correctly, and you stay fully compliant.

Get Started →

Payroll Processing

Full payroll management through QuickBooks — employee wages, direct deposits, and tax withholdings handled accurately every pay period. We handle the details so payday is never something you have to stress about.

05

Financial Reporting & Analysis

Clean books are only valuable if they tell you something useful. We turn your numbers into clear, actionable reports that help you make better business decisions.

Get Started →

Monthly Financial Statements

Profit & loss statements, balance sheets, and cash flow reports delivered monthly — in plain language you can actually understand and use.

Budgeting & Forecasting

Setting realistic budgets and financial projections so you can plan ahead with confidence rather than reacting after the fact.

Cash Flow Management

Monitoring your cash position so you always know where you stand. Healthy cash flow is what keeps businesses running — we help you keep a close eye on it.

KPI Tracking

Identifying and measuring the financial metrics that matter most to your specific business, so you always know whether you're moving in the right direction.

Job Costing & Project-Based Accounting

Tracking costs and revenues by job or project so you know which work is actually profitable and which isn't — critical for contractors, service businesses, and project-based operations.

How We Work
With You

Cardinal Bookkeeping isn't a one-size-fits-all service. Every client relationship starts with a conversation about your specific situation, and we build from there.

Fully remote and paperless — everything is handled securely through QuickBooks Online, so there's no need to drop anything off or schedule an in-person visit.

Month-to-month, no long-term contracts — you stay because the service works for you, not because you're locked in.

Direct access to your bookkeeper — when you have a question, you reach Eric directly. No support tickets, no call centers.

Year-end ready — your books are always organized and ready to hand off to your CPA when tax season arrives.

"Every business owner deserves to understand their own finances. My job isn't just to keep your books — it's to make sure your books are actually working for you."
— Eric Davis, Founder & Principal Bookkeeper

Ready to Get Your Books in Order?

Schedule a Free Consultation