Know where you stand.
Know where you're going.
Messy books don't just sit there quietly. They cost you money, slow down decisions, and turn tax season into a scramble. Cardinal Point Bookkeeping keeps your accounts reconciled and easy to understand, so you always know exactly where your business stands, and you can stop putting off the numbers.
"We provide accurate, reliable bookkeeping so you can make informed decisions, reduce stress, and move forward with confidence."
Trusted
We do what's right.
Focused
We keep you on track.
Supportive
We're in your corner.
Approachable
We make the complex simple.
Professional
We bring peace of mind.
Hi, I'm Ryan.
My career has taken me through more corners of the business world than most people see in one lifetime: running retail stores, managing accounts receivable and fundraising operations in higher education, building processes at an early-stage startup, and leading HR for organizations as different as theme parks, credit unions, and nonprofits.
What ties all of it together is the same thing. Every one of those organizations ran on two things: reliable numbers and people who felt supported. I spent years being the person who made sure both were true, whether that meant closing out a fundraising campaign, reconciling a register at the end of a shift, or helping a small nonprofit finally understand its own budget.
Outside of work, I'm a husband and dad to two boys, and family is at the center of everything I do. I know how valuable time is and how quickly it passes when life is full of responsibilities. That's a big part of why I'm passionate about helping business owners spend less time worrying about their books and more time focusing on what matters most to them, whether that's growing their business, being present with their families, or simply having the freedom to enjoy the life they're working so hard to build.
Cardinal Point Bookkeeping is what happens when I put that experience and perspective into one focused service: bookkeeping done right, explained in plain language, by someone who has actually sat where you're sitting, trying to keep a team or a mission moving while the numbers pile up. My goal is to give you confidence in your numbers, clarity in your decisions, and a little more room to focus on the things that matter most.
Bookkeeping. That's it.
No payroll upsell, no invoicing add-on, no scope creep. Just clean, current books, done well, every month.
Monthly Bookkeeping & Reporting
A reliable monthly process that keeps your books accurate and tells you what actually happened.
- Bank and credit card accounts reconciled every month
- Transactions reviewed and categorized, not just auto-sorted
- Monthly Profit & Loss and Balance Sheet
- A plain-English summary of your numbers
- Email support for day-to-day questions
Catch-Up & Cleanup
Behind on your books, or starting from a mess? This is one of the most common calls I get.
- Rebuild months, or years, of missing or messy records
- Every transaction reviewed and corrected
- Accounts reconciled and tied out from the start
- A clean handoff your CPA or tax preparer can actually use
QuickBooks Online Setup & Training
Starting from scratch, or want to stay hands-on? I'll build it right from day one.
- Full QBO setup and a chart of accounts built for your organization
- Bank feeds connected and categorization rules built
- One-on-one training if you want to keep it in-house
- A simple, repeatable process, whoever maintains it going forward
Four directions. One standard.
The compass gives every set of books the same four things to live up to.
A clear plan for your books
Every engagement starts with a clear picture of where you stand today, and where you're headed next.
Held to a high standard
Every account, every month, reviewed carefully — with honesty about what the numbers actually show.
In your corner
You're not just a client. Your business or your mission is treated with real care and attention.
Deliberate, not rushed
Every reconciliation and report is done carefully, on a consistent schedule you can count on.
Simple tiers, tailored to you.
Every plan includes the same core service: your QuickBooks Online managed and your financials delivered on schedule. The tier reflects how much volume you need covered, and your exact rate is confirmed after a quick look at your accounts.
Essential
- Monthly bank & card reconciliation
- Transaction categorization
- Monthly income statement & balance sheet
- Email support
Growth
- Everything in Essential
- Higher account & transaction volume
- Quarterly check-in call
- Year-end handoff package for your CPA
Comprehensive
- Everything in Growth
- Multi-account, higher-complexity books
- Expanded financial reporting
- Priority turnaround & support
Not sure which tier fits?
A quick call is all it takes. I'll look at your accounts and transaction volume and quote you a flat monthly rate before we start.
Behind on your books?
It happens to the best of us. Whether it's a few months or a few years, tell us where things stand and we'll put together a clear, flat quote before any work begins — no judgment, no surprises.
The same person, every single month.
When you work with Cardinal Point, you're not handed off to a rotating team or a junior associate somewhere else. You'll always know exactly who's doing your books, and you'll never have to wonder if you're being heard.
Book a free consultation-
01
One point of contact
You'll always work directly with me, not a rotating team.
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02
A response, not a runaround
Questions get answered by someone who actually knows your books.
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03
No disappearing after onboarding
The same attention you get on day one continues every month after.
Everything you'd want to ask first.
What's included in the monthly rate?
My books are a mess. Can you still help?
Do you handle taxes or payroll?
I already use QuickBooks Online. Do I need to change anything?
How do I know which pricing tier fits me?
How do we get started?
Let's get your books off your plate.
A short call is all it takes to know if we're a good fit. No pressure, no obligation, just real answers.