Sentinel Financial Services
Your Trusted Partner in Bookkeeping, Tax Planning & Preparation
Founded January 2024, Sentinel Financial Services delivers fully customized financial solutions for small businesses, self-employed entrepreneurs, partnerships, and nonprofits. We don’t believe in one-size-fits-all—your plan is built around your goals, your systems, and your schedule.
Customized Bookkeeping
Adaptable bookkeeping services designed to fit your unique needs.
Proactive Tax Planning
Strategic tax solutions to minimize liabilities and maximize savings.
Essential Financial Solutions
We serve bars, restaurants, event organizers, and service-based businesses with hands-on support, AI-enhanced accuracy, and ironclad security. Every client gets a tailored partnership that evolves as you do.
Flexible Bookkeeping Solutions Tailored For You
Whether you use QuickBooks, Xero, Wave, spreadsheets, or a mix of tools, we adapt to your workflow. From daily transaction tracking to monthly cleanups and catch-up projects, we create a system that fits your business—not the other way around..
Proactive Tax Planning & Preparation
Year-round strategies to lower your tax burden, capture every eligible deduction (home office, mileage, SEP-IRA, equipment), and ensure compliance. We prepare Forms 1040, 1065, 990, and more with precision, using secure portals and software that streamline reviews and e-signatures.
Clear Insights, Real Impact
Custom reports, cash flow forecasts, and profit analysis delivered in plain language—no jargon, just actionable steps to grow with confidence. Accurate books. Smarter taxes. Peace of mind.