With the year winding down, the owners we are talking to are asking the same questions: Are my books right? How did we actually do this year? What should next year look like?
Our year-end financial services help you close the books on 2026 and plan for 2027. From year-end bookkeeping cleanup to a full 2027 plan, we help you finish the year with three things:
- Clean, tax-ready books
- A clear understanding of how 2026 performed
- A plan for growth, profitability, and cash flow in 2027
Here’s the work we can do. If any of this would be helpful, you can find out more here.
Books cleanup and catch-up. We fix your books so you can close the year cleanly: recategorizing miscoded transactions, completing bank and credit card reconciliations, cleaning up receivables and payables, and correcting the P&L and balance sheet. You get a summary of everything we fixed, plus any open items that need your input.
2026 performance review. A clear look at how the year went and what drove the results, including actuals compared with budget or prior year, a review of cash and working capital, and any margin or expense trends worth paying attention to.
Year-end landing forecast. A projection of where you’ll finish, so you can make informed decisions about equipment purchases, bonuses, and owner distributions before December 31.
1099 and W-9 readiness. We review your vendor list against the new $2,000 reporting threshold and identify missing W-9s so you can collect them before January.
CPA-ready close package. Year-end adjusting entries and supporting documentation delivered directly to your CPA, and we handle the back-and-forth communication during tax prep.
2027 financial plan. Recommendations for the upcoming year based on 2026 performance, a 2027 budget with revenue, margin, profit, and cash targets, a cash flow forecast to spot shortfalls early, and scenario modeling for decisions like hiring, pricing, or expansion.
KPI dashboard. A live view of the metrics that matter most to your business, so you can easily track performance throughout 2027.
Executive strategy session. A 90-minute working session with you and your key leaders to review the year, talk through upcoming decisions, and agree on priorities for 2027.
Contact Sentinel Finance Group here.
Eric Reinacher is a fractional CFO who brings over a decade of financial leadership experience working with growing companies. He helps business owners improve financial visibility, make better decisions with their numbers, and build businesses that increase in value. LinkedIn
Sentinel Finance Group is a Kansas City-based fractional CFO firm providing financial leadership, controller, and accounting services to $1M-$50M businesses across the US.
