Tax planning only works before December 31
Once the year closes, most of the moves that lower your bill are gone. Current books let us plan while there is still time.
Do it yourself, or hire a CPA firm?
Your books can do morethan get you through tax season.
Clean monthly books show you where the money comes from, where it leaks, and what your business is worth. Plans from $49/month.
We do the bookkeeping. Every month you get a management report with your key numbers and a note from your accountant on what to do next.
Less than QuickBooks Online Plus at standard pricing.*
*Sentinel Essentials at $99/month compared with QuickBooks Online Plus at $140/month standard U.S. pricing, checked September 8, 2026. Different products and service scopes; other QuickBooks plans cost less. Prices may change.
The real questionIf you do it.
If you do it.
If we do it.
Plenty of owners can keep their own books. The question is what you get back for the hours, and what it costs when the books are wrong.
| Topic | If you do it | If we do it |
|---|---|---|
| Your time | Nights and weekends categorizing transactions, or a shoebox in February. | You answer a few quick questions from your phone. We do the rest. |
| What you learn | A balance in the bank account and a guess about whether last month was good. | A monthly report with profit, margins, cash and trends, explained in plain English. |
| Making more money | You find out which jobs or products lost money after the year is over. | We point out what is growing, what is slipping, and where costs are creeping up, while you can still act. |
| Taxes | The bill shows up in April. Deductions get missed when the books are a mess. | Quarterly projections and estimated payments on Complete, so April holds no surprises. |
| IRS audit | Records the examiner has to piece together, and may not trust. | Reconciled books, kept monthly by a CPA firm, ready to hand over. |
| Bank, investor or buyer | Weeks of scrambling to produce financials someone will believe. | Up-to-date statements and a track record of your business value, ready to send. |
Why start nowWaiting until February
Waiting until February
costs more than it saves.
A once-a-year catch-up gets a return filed. It does nothing for the eleven months you spent running the business blind.
Catch-up work costs more
A year of transactions sorted all at once means more questions, more missing receipts and a separate cleanup fee.
Estimated taxes need real numbers
Guessing at quarterly payments leads to penalties or cash tied up with the IRS. Your books tell us the right amount.
Decisions don't wait for tax season
Raising prices, hiring, buying equipment, taking on a loan. Each one is easier with last month's numbers in front of you.
When your books get tested
Someone will ask for your books one day. Messy books cost you money.
Your books are the proof behind every number you report. These are the moments that test them.
An IRS audit
The examiner asks for your books first. When records are incomplete or don't tie to the bank, the IRS can reconstruct your income on its own and disallow deductions you can't support. You pay tax on its numbers.
A bank loan
Lenders want current financial statements and a clean history. Disorganized books slow the approval, shrink the amount or end the conversation.
An investor or partner
Nobody puts money into a business they can't measure. Reliable monthly numbers make you credible.
Selling your business
Buyers pay for earnings they can verify. Years of clean books support a higher price and a faster due diligence.
Bookkeeping packages
Find your fit.
Start with the support your business needs. Each higher package includes everything in the package below it.
Choose a package to start your online onboarding.
Compare the packages below side by side.
- Quarterly review of your self-kept books
- Reconciliations verified
- P&L and balance sheet checked
- Written findings report each quarter
- Tax-ready statements at year-end
- Fixes quoted separately
- Up to 2 bank & credit card accounts
- Up to 100 monthly transactions
- Bookkeeping & reconciliation
- Automatic statement downloads
- Monthly P&L and balance sheet
- Portal, email & messaging
- Up to 4 bank & credit card accounts
- Up to 250 monthly transactions
- Payroll entries from your provider
- Loan reconciliation & interest tracking
- Prior-period comparisons
- Quarterly written financial summary
- 4+ bank & credit card accounts
- Up to 1,000 monthly transactions
- Everything in Plus
- Business-owner tax planning See what's included
Monthly price covers one business entity. Essentials is $99/month. Tax return preparation and meetings are separate.
| Your bookkeeping package | Review$49 / monthKeep your own books. Quarterly CPA review. | Essentials$99 / month$99/month. Your monthly books, handled. | Plus$149 / monthEverything in Essentials, plus more support. | Complete$199 / monthEverything in Plus, with tax planning. |
|---|---|---|---|---|
| Bank & credit card accounts | Reviewed quarterly | Up to 2 | Up to 4 | 4+ accounts |
| Monthly transactions | Self-kept | Up to 100 | Up to 250 | Up to 1,000 |
| The monthly essentials | ||||
| Bookkeeping & account reconciliation | Quarterly review | Included | Included | Included |
| Automatic bank statement downloads | Not included | Included | Included | Included |
| Monthly profit-and-loss & balance sheet | Quarterly check | Included | Included | Included |
| Monthly management report with KPIs See what's in it | Quarterly | Included | Included | Included |
| Portal access, email & messaging | Included | Included | Included | Included |
| More support as your business grows | ||||
| Payroll entries from your provider's reports | Not included | Not included | Included | Included |
| Loan reconciliation & interest tracking | Not included | Not included | Included | Included |
| Financials with prior-period comparisons | Not included | Not included | Included | Included |
| Quarterly written financial summary | Included | Not included | Included | Included |
| Business value tracking & industry comparisons | Not included | Not included | Included | Included |
| Business-owner tax planning See what's included | Not included | Not included | Not included | Included |
| Choose your package | Talk to CPA | Get Started | Get Started | Get Started |
Easy on every plan.
- Your books handled by a professional CPA firm
- Financial statements available to download anytime
- Answer questions on your phone app or computer
- One place to message your accounting team
Every plan is delivered online through email and portal messaging. Phone support and meetings are not included. One-on-one meetings are $99.
Optional business taxesS-Corp &
S-Corp &
Partnership Returns
Available with any bookkeeping plan.
$299Starting at per annual S-Corp or partnership return
Available after you sign up
Arrange tax preparation with your team once your bookkeeping plan is active.
We handle the books.
You run the business.
Getting started is simple. Tell us about your business, connect your accounts, and let your accounting team take care of the monthly work.
01 · Choose your service
Start with the help your business needs.
Choose Essentials, Plus, or Complete for your monthly bookkeeping. Business tax preparation is available separately, and Complete adds ongoing tax planning throughout the year.
Essentials is $99/month for one business.
02 · Tell us about your business
Your books should fit the way you work.
Tell us what your business does, how money moves through it, and which accounts belong in the books. You can also provide payroll reports, loan information, and existing bookkeeping files.
If cleanup or catch-up work is needed, we review it and provide a separate quote before monthly service begins.
03 · Connect your accounts
Your monthly activity comes to us.
Securely connect the bank and credit-card accounts included with your service. Statements arrive automatically, which saves you from uploading the same documents every month.
Connect once. We organize the activity and keep the monthly work moving.
04 · We handle the monthly work
Your accounts are reviewed and reconciled.
Your accounting team records the activity, reconciles each included account, and prepares your profit-and-loss statement and balance sheet. When something needs context, we send you a short question.
All accounts are reconciled and your books are completed within 10 days of month-end.
05 · CPA oversight
Two CPAs looking out for your business.
Chris and Nick oversee the work and set the standards behind your books. You get an experienced CPA firm focused on accuracy, clear answers, and your best interests.
The professional oversight you want, at a monthly price your business can afford.
06 · Stay informed all year
Clear financials, ready when you need them.
View and download your financial statements whenever you need them. Plus and Complete add more reporting support, while Complete includes quarterly tax projections and practical planning before year-end.
Your books stay current while you stay focused on the business.
Tax preparation turnaround applies to the optional business-return service after year-end books are finished. Preparation does not mean filing or IRS acceptance.
Your monthly management reportKnow your numbers.
Know your numbers.
Know what to do about them.
After we close your books each month, we send a management report to your inbox. It reads like a briefing from your own finance department.
- Profit and loss and balance sheet with comparisons to prior periods
- Key performance indicators such as gross and net margin, cash position, liquidity ratios and how fast customers pay you
- Business value tracking so you can watch what your company is worth grow over time
- Industry comparisons showing how your margins stack up against similar businesses
- A written note from your accountant calling out what changed and what to look at next
Questions from your phone or PC
When we need a detail, reply in the app or by email. Your statements and reports are in your portal anytime.
Professional care
A CPA firm looking out for your business.
Your books are handled by an experienced accounting team focused on accuracy and your best interests.
With Complete, we use your current books to identify applicable tax strategies and give you practical steps to consider before year-end.
Included in Complete · $199/month
Plan ahead with your numbers.
- Quarterly tax projections using your books and the information you provide
- Estimated tax payment recommendations
- A written year-end tax action plan
- Guidance on applicable tax-saving opportunities
- Follow-up planning questions through email and portal messaging
Support that fits your dayMessage us as you go.
Message us as you go.
Your team is a message away.
Your service is fully online, through email and portal messaging. Send questions and respond whenever it suits your schedule.
Monthly packages do not include phone support or meetings.
A few helpful details
Before you get started.
I already use QuickBooks. Why not keep doing it myself?
You can. Software records transactions; it doesn't tell you whether they're right or what they mean. We reconcile every account, fix what's miscategorized, and send you a report with your margins, KPIs and business value, plus an accountant's view of what to do next.
Why not just hire you in February for my taxes?
We can prepare your return either way. Starting now means your books are current all year, tax planning happens before December 31 when it can still lower your bill, estimated payments are based on real numbers, and you avoid a separately priced year-end catch-up.
How much work will I need to do?
You'll connect your accounts, provide the information needed to get started, and answer questions when a transaction needs clarification. Statements download automatically, and we take care of the bookkeeping. You can respond through the phone app, your computer, or email.
Does the $199 plan include my tax return?
Complete includes business-owner tax planning. S-Corp and partnership return preparation starts at $299 per annual business return, available with any bookkeeping plan. These packages do not include personal tax returns.
Can I talk with my accounting team?
Every plan includes email and portal messaging. New prospects can book a free 15-minute intro with a CPA before signing up. Existing clients can request a one-on-one meeting through the client portal for $99, lasting up to 60 minutes. Monthly packages do not include phone support or meetings.
What if my books need catching up?
Historical cleanup and catch-up work are scoped and quoted separately before your regular monthly service begins. Payroll processing, bill payment, invoicing, sales-tax filings, and complex inventory or job-cost accounting also require separate scope and pricing.
Industries we serve
Bookkeeping that fits how you work.
Remote-first pages for dental, medical, insurance, contracting, and law—each with industry-specific bookkeeping context for clients across the U.S. See all industries →
DentistsAssociate payroll, lab invoices, and owner draws.
PhysiciansPractice books, entity setup, and owner compensation.
Insurance agenciesCommissions, chargebacks, and producer payouts.
ContractorsJob deposits, costs, subcontractor 1099s, and equipment.
Law firmsOperating books, retainers, and trust accounts kept separate.
Start this month. Know your numbers by next month.
Bookkeeping, management reports and a CPA firm in your corner. Plans from $49/month.
Get Started