Managing Partner
Bookkeeping & client relationships
Leads bookkeeping delivery, onboarding, and day-to-day client relationships, making sure every account is reconciled and every close is on schedule.
About
A practice built for year-round relationships.
Cardinal Accounting LLC serves owner-operated businesses that want accurate books, tax readiness, and a partner who picks up the phone in July as readily as in March.
Our partners
Two partners, two complementary disciplines — operations-focused bookkeeping leadership and CPA tax expertise.
CPA Partner
Tax preparation & review
A licensed CPA who oversees tax preparation, review, and planning, and brings CPA-level judgment to year-end closes.
Accuracy first
Reconciled, reviewed, and documented — every period.
Clear scope
Written engagements with predictable, published pricing.
Secure by design
Sensitive documents are exchanged only through secure channels — never public forms.
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.
Ready for books you can rely on?
A few minutes of questions, a preliminary plan recommendation, and a consultation on your calendar.