Ex-PwC leaders with a $4M+ turnaround and a $0-to-$3M+ venture behind them. Real-time cash, board-grade reporting and a CFO-grade plan — on demand, at a fraction of the cost of a full-time hire.
Priced to keep cash in your business — not to burn your budget. That is the firm's founding rule.
Most owners don't need another report. They need one of four things, done correctly. We do all four.
Stop guessing where the money went.
Reporting you can run the business from.
Diligence that finds landmines first.
Software that does the busywork.
A fixed sequence, the same one we run inside the companies we own. Each week ends with something you can see.
Banks connected and a real-time read on where the money is going.
Books corrected, reconciled and organized so every number downstream can be trusted.
P&L, cash flow and KPIs refreshed monthly — the same standard we'd take to a lender.
Budget, forecast and a 90-day action list — with the technology that keeps it updated.
Where one of our own companies started: on the edge of bankruptcy. The number it's at today is the deliverable.
You're not buying a logo. You're getting the three people below, who've done this work before and can show the paperwork.
Former PwC Partner, Private Company Services · CPA (TX)
Almost two decades at PwC and the firm's youngest PCS partner in the Southwest. Frequently appointed by Texas state courts as receiver for fraud and shareholder-dispute matters.
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Former PwC Director, 14 years · CPA
Built PwC's Private Company New Ventures business from $0 to $3M+ ARR in under 18 months. Turned Global Cathodic Protection around from the edge of bankruptcy to $4M+ in revenue.
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SaaS & RegTech founder · M.S. Computer Science, UPenn
A decade alongside founders and executive teams: stabilizing cash-strained operations, sharpening product, and turning analytics into a plan you can execute.
Read full bioBanks connected, a real-time read on cash flow, and a straight answer on what to fix first.
Your accountant, your CFO, your deal team and your tech lead sit at the same table — so the numbers, the plan and the systems agree.
Accurate, well-maintained financial records are the foundation everything else is built on. We remove the manual grind, clean the data and put it in one place, so your decisions rest on accurate, real-time numbers.
Access top-tier financial expertise without the cost of a full-time CFO. Our seasoned professionals guide financial decisions, deliver strategic insight and drive long-term growth — with the flexibility to scale support up or down.
Support through critical financial transactions — mergers, acquisitions, divestitures, strategic partnerships, turnarounds and legal matters. Our team specializes in due diligence, data rooms, valuation and litigation support, and guides you through every stage.
Technology sits at the core of business success. We help you optimize operations, drive efficiency, improve customer experience and unlock new growth — with the right technology and the right strategy.
Paid search is how many of our clients get found. Sentry Strategy runs Google Ads for its own brand and, as the managing agency, for the businesses we advise — planned, built, optimised and reported by one team from one place.
Specialized consulting to help you navigate complex strategic challenges and make informed decisions. Our strategists come from boutique consulting firms and guide management through the complexity of today's business environment.
Boutique firms are usually quiet. We're deliberately public about this work, because you deserve to check.
Sentry Strategy is running a receivership with the door open — a live case file, a public website and a court watching. That is the standard we'd apply to your business.
Appointed by the District Court of Comal County, TX to marshal and monetise assets tied to a mobile-home Ponzi scheme; court-approved liquidation for the benefit of creditors. Reported in the San Antonio Express-News.
Co-acquired on the verge of bankruptcy; end-to-end technology implementation, process standardization and cash-flow management to sustained growth at $4M+ annual revenue with substantial net income.
We run the Houston CPA firm's web presence: kenwoodpc.com, its 48-article tax and accounting library, technical SEO and hosting — moved off Webflow to Cloudflare in 2026.
Everything else stays between us. No client name, number or file ever leaves the room.
If yours isn't here, ask it in the free session.
Sentry Strategy is a Texas-based advisory firm, founded in 2021, that gives small and mid-sized businesses Big Four-grade support in six areas: accounting advisory, finance transformation and fractional CFO services, transaction advisory, technology advisory, digital marketing advisory and strategic advisory.
Yes. Our Finance Transformation & Advisory practice provides CFO expertise on demand — financial strategy, forecasting and budgeting, cash-flow management, reporting, and turnaround or restructuring leadership — without the cost of a full-time hire.
Yes. The intro session is free. You leave with a read on your cash flow whether or not we work together, and if we're not the right fit we'll say so.
No. We do not provide audit services. We keep your records compliant with applicable regulations so that tax preparation, audits and financial reporting run smoothly.
Yes. Founder Charlie Adams is frequently selected by Texas state courts to serve as receiver in fraud, Ponzi-scheme and shareholder-dispute matters, and also serves as Chief Restructuring Officer, interim CFO, trustee or independent board member.
Every client account is linked under our Google Ads manager account. Our tooling, built on the Google Ads API, monitors performance daily and proposes optimisations, and a named operator on our team approves every change before it reaches your account.
The partners. Charlie Adams, Brad Wesson and Nick Le lead engagements directly — ex-PwC CPAs and a SaaS founder who have done this work before and can show the paperwork.
A boutique advisory firm with one mission: to be a value-add partner for SMEs and SMBs across accounting, finance, transaction, strategic and technology advisory.
A step-by-step guide to a business strategy that aligns with your goals — from market research and resource allocation to setting objectives.
The right tools streamline operations and give you an edge. How to assess and choose software that fits your business.
From cloud computing to data analytics — the five technologies every modern business should consider integrating.
Free intro session. You leave with a read on your cash flow whether or not we work together. If we're not the right fit, we'll say so and point you to someone who is.
Intuit QuickBooks ProAdvisor — Elite tier
