The Tailored Penny Bookkeeping Solutions

Real humans. Perfect books.

Bookkeeping service (show on map)

Customizable bookkeeping solutions for small businesses with dedicated one-on-one support.

About

The Tailored Penny Bookkeeping Solutions specializes in customizable bookkeeping services to meet all business needs. They provide professional one-on-one support with in-house bookkeepers backed by a research team.

Services include detailed account reconciliation, monthly financial reports, income/expense categorization, and business financial health tracking. Founded by Kristyl Carr, who brings 15 years of medical field experience and a passion for serving clients in the Pacific Northwest.

One-on-one expert bookkeeping support

In-house bookkeepers backed by research team

Customizable services to match specific needs

Dedicated financial experts

Real humans with perfect books

Services

Monthly Bookkeeping

Ongoing monthly bookkeeping services including tracking, organizing, and categorizing all business income and expenses, bank reconciliation, and month-end financial reports.

Bank reconciliation Income/expense categorization Month-end financial reports Accounts receivable management Accounts payable management

Quarterly Bookkeeping

Quarterly bookkeeping services with financial statements and expense overviews on a quarterly basis.

Quarterly financial statements Expense overviews Financial health tracking

Book Cleanup

Bringing books up to current date, organizing overdue bookkeeping with accuracy and speed.

Catch up on overdue books Organize business operations Accuracy guaranteed

QuickBooks Setup

New client QuickBooks setup and configuration with additional setup fees applying.

QuickBooks configuration Custom setup Additional fees apply

Financial Reporting Package

Customized financial reports including income statements, balance sheets, and cash flow statements delivered monthly or quarterly.

Income statements Balance sheets Statement of cash flows Visual reports Actionable insights

Frequently Asked Questions

What services does The Tailored Penny offer? +

Monthly bookkeeping, quarterly bookkeeping, book cleanup, QuickBooks setup, and financial reporting packages with income statements, balance sheets, and cash flow statements.

How does the bookkeeping process work? +

Bookkeepers import bank statements, categorize income and expenses, perform detailed account reconciliation throughout the month, and send month-end financial reports for review.

What financial reports are provided? +

Income statements, balance sheets, and statements of cash flows delivered monthly or quarterly depending on the service chosen.

Is QuickBooks setup available? +

Yes, new client QuickBooks setup is offered with additional setup fees applying.

Who is the owner of The Tailored Penny? +

Kristyl Carr, who previously spent 15 years in the medical field and is passionate about serving business clients.