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Cardinal Partners, LLC

2 Office Park Circle, Mountain Brook, AL

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About

Cardinal Partners is a team that understands the importance of strong financial guidance. We offer tax consulting, preparation, bookkeeping, and fractional CFO services to businesses of all sizes, tailoring our services to each client's unique needs.

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Q&As

TAX PREPARATION
FRACTIONAL CFO
BOOKKEEPING
SMALL BUSINESS ADVISORY & CONSULTING
ACCOUNTING
TAX ADVISORY & CONSULTING
AD HOC REPORTING

Speaking to small business owners, I say, "It's your money, you better understand it!" A good accountant may put the numbers on a page that tell a compelling story, however, a great accountant translates and empowers the people that created those numbers and made them what they are. A great accountant understands that black numbers on the white page did not just arrive there. Small business owners' blood, sweat and tears produced the numbers, good or bad. A great accountant handles the reports with care and empathy because of this understanding.

Our clients. Accounting is falsely characterized as a profession for introverts and those that keep to themselves. I disagree. In many cases, we learn many things about our clients, confidentially, that are extremely intimate details of their lives. The human interaction, making each interaction meaningful and impactful is my greatest reward.

I have consistently harbored an unwavering entrepreneurial spirit throughout my career. Traditional accounting firms have never truly aligned with my vision, prompting me to embrace distinction. My purpose is to deliver an experience to our esteemed clients that is comprehensible, relatable, and profoundly valuable, irrespective of their financial acumen. I firmly believe that every individual deserves to possess a comprehensive understanding of where and why their financial resources are allocated. My endeavor in establishing this enterprise stems from an earnest desire to unveil the veiled, empowering business owners with an unrestricted comprehension of their company's financial affairs.

I am passionate about working with small business owners because I am one.

Cardinal Partners, an accounting group with offices in Birmingham, AL and New Orleans, LA, leverages cutting-edge technology internally and with clients. Utilizing cloud-based accounting software, communication tools like Slack, and secure file-sharing systems, we streamline operations and enhance collaboration among dispersed teams. For clients, virtual consultations via video conferencing, online accounting services, and secure document exchange ensure convenient and efficient financial management, irrespective of physical location. By embracing the greatest technology available, we optimize our services, offering seamless remote accounting solutions while maintaining client confidentiality and data protection.

Services

Accurate and efficient tax filing through detailed and systematic processes allowing you to focus on your priorities and no one else's

Cost-effective finance and accounting solutions providing small businesses a compass for each endeavor

Keeping records with the distinctive purpose of allowing small businesses to conserve effort and energy for what is most important to them

Interactions with managers, owners, and boards that allow them to navigate their business to its intended destination

Meticulous and simplified financial statements granting insight and adaptability

Rigorously uncovering the best strategy and planning is a linchpin to conserving and prioritizing resources

Provisional reporting for specific events contribute guidance to the overall command to never deviate from your destination