We do the books for you
Connect your accounts once. We reconcile, categorize, and deliver monthly financials—no late nights in QuickBooks.
Outsourced monthly bookkeeping
Outsourced monthly bookkeeping for business owners.
Plans from $49/mo. Keep your own books with a quarterly CPA review — or hand us the books from $99/mo, software included.
Not DIY software. A professional accounting team handles your monthly books so you can run the business.
Remote-first bookkeeping & tax · we work with clients across the U.S. · Sentinel Tax
Why business owners switch
Simple support. Clear books.
A CPA firm, not an app
You’re working with Sentinel Tax, a professional firm—not a DIY subscription that leaves you guessing.
Remote-first, client-ready
We work with clients across the U.S. Connect accounts online, message when you need clarity, and keep books current without DIY software.
Bookkeeping packages
Find your fit.
Start with the support your business needs. Talk with a CPA first, or get started online—whichever feels right.
- Quarterly review of your self-kept books
- Bank & credit card reconciliations verified
- P&L and balance sheet checked for accuracy
- Written findings report each quarter
- Tax-ready financial statements at year-end
- Fixes quoted separately — never folded in
- Bookkeeping software included
- 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
Monthly price covers one business entity. Essentials is $99/month. Tax return preparation and meetings are separate. Optional business returns start at $299. Cleanup or catch-up work is quoted before monthly service begins. Review-plan fixes are quoted separately.
Next step
Not sure which plan fits?
Talk with a CPA free for 15 minutes—or get started online when you're ready. Soft next steps, no hard sell.
Quick answers
Before you get started.
Do I need QuickBooks?
No. You don’t need to buy or learn QuickBooks Online to get started. We handle the bookkeeping in our system. If you already use QuickBooks, we can talk through how that fits during your intro call.
What if my books need catching up?
Historical cleanup and catch-up work are scoped and quoted separately before your regular monthly service begins. You’ll know the cost before anything starts.
Is this just another DIY software?
No. Sentinel Tax is a professional CPA firm. Essentials is done-for-you bookkeeping with a real accounting team—not a self-serve app. You can book a free 15-minute intro with a CPA before you sign up.
Ready to hand off the books?
Talk with a CPA free for 15 minutes, or start online—plans from $49/month.