Services

Bookkeeping & Financial Support Built Around Your Business

Every engagement begins with a review of your books so the scope of work reflects the condition, complexity, and needs of your business.

Christina Newsom reviewing financial records and bookkeeping information
Start With a Book Review

Every engagement begins with a financial review.

The review helps evaluate the condition and complexity of your existing records, identify cleanup needs, and determine the appropriate scope of ongoing service and pricing.

Our Services

Clear support for the financial work your business needs.

Monthly Bookkeeping

Keep your records accurate, current, and ready to use.

  • Transaction review and categorization
  • Bank and credit card reconciliations
  • General ledger maintenance
  • Month-end financial reporting
  • Financial statement review
  • Year-end records prepared for your tax professional

Cleanup & Catch-Up

For books that have fallen behind, contain inconsistencies, or need to be brought back into order.

  • Review of existing records
  • Reconciliation of outstanding periods
  • Correction of common bookkeeping inconsistencies
  • Organization of accounts and transactions
  • Separate cleanup scope and proposal before ongoing service

Financial Guidance

Practical support for owners who want to understand the story behind their numbers.

  • Cash-flow planning
  • Budget preparation
  • Forecasting
  • Profitability and margin analysis
  • Expense evaluation
  • Defined advisory projects based on scope and timeline

New Business Bookkeeping

Start with an organized financial foundation rather than trying to repair it later.

  • Bookkeeping workflow planning
  • Chart of accounts review
  • Account organization
  • Reconciliation process setup
  • Monthly bookkeeping plan
Monthly Bookkeeping

Clear starting points. Customized scope.

Final pricing is determined after the book review and reflects transaction volume, number of accounts, condition of the books, reporting needs, and overall complexity.

The Sentinel Standard

Starting at $300/month

Designed for newer and smaller service-based businesses that need accurate, organized, and dependable monthly bookkeeping.

Final scope and pricing are determined after the book review.

Not sure which level of support fits?

Start with a free consultation and book review so the scope reflects what your business actually needs.