Services

Cardinal Bookkeeping & Tax Service

Businesses that perform well are continually experimenting with new approaches. They also monitor and measure their progress. The only way to do this is to have the proper accounting and bookkeeping controls in place. This is where we come in! We are your local, affordable option!

Fee Schedule

All bookkeeping, accounting, payroll and financial statement services are offered at a flat hourly rate of $50/hour. We bill in 15 minute increments and there is never a minimum billing amount. You will only be charged for the time we spend on your account. Tax preparation services have fixed costs associated with forms required. Personal income tax filing starts at $120 and business tax returns at $320. Please contact us for an estimate.

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Our Services Delivered

Quickbooks access – We set you up with joint access to our Quickbooks file on our secure server which provides 24/7 access so we can take care of the bookkeeping.

Accounts Payable – We input all the bills into Quickbooks so we can run a weekly report that informs you and/or us which bills to pay.

Account Reconciliation – We use downloaded bank and credit card statements to reconcile the accounts on a monthly basis, as well as making journal entries to maintain other accounts at year end and as needed.

Reporting – We are able to run any and all reports needed by using  joint access to the file; including payroll reports, financial statements, accounts payable and billing reports, financial projections and other custom reports and spreadsheets.

Submit to Accountant – At the end of the year, we create a backup file to send directly to your tax accountant. The accountant then gives us the adjusted entries for the year-end and we update the file!

As-needed Support – If you find yourself overloaded with work, just contact us and make arrangements to send your bills and/or bank statements via fax, email or even in person!

Bank Reconciliation – Fax or email us your bank statements so we can reconcile them.

Billing – We can keep track of who owes you and can send invoices and/or collections letters at your discretion.

Payroll – We can set up, process and maintain your payroll by pay period to include tax table updates, Federal and State quarterly reports, as well as end of year reporting and W-2’s/1099 statements to employees and/or subcontractors.

Tax Preparation – By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities then prepare the forms to submit to Federal and State agencies.

Our Process

We believe that our customers deserve satisfaction at every stage of our process. Therefore, while we follow through with your project, you can expect the following steps:

Confirm – We will confirm with you our commitment to meet your expectations. We will do this by reviewing a written proposal which gives a full description of all of the services to be performed.

Contact – We will work with you to schedule a time to work on your project that fits your schedule.

Report – Once the project begins, we will be able to discuss any questions, concerns or issues that you may have at any time.

Inspect – We we have finished, we will ask that you walk through to ensure we have met and hopefully exceeded your expectations.

Payment – Once you are satisfied that the work has been done to your specifications, only then will we request final payment.

Don’t be left behind!

The world will continue to move forward with or without you. Continuing to measure and adjust to the changing conditions will give your business the best chance to succeed. If you are serious about your success, you owe it to yourself to contact us to see just how AFFORDABLE our accounting and bookkeeping services are!

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