top of page

Tailored Solutions to Meet Your Unique Business Needs

Business owners should own their businesses —
not be owned by them

We help you regain control through consistent bookkeeping, organized finances, and business systems that give you clarity and confidence.

Running A Business Shouldn't Feel Like This

Wondering Where Your Money Went?

Making business decisions is difficult when you don't have clear financial information.

Image by Nick Sorockin

Can't Catch Up?

Receipts piling up. Bank accounts unreconciled. Tax season getting closer. 

Image by Elisa Ventur

Working all day...

...and doing your books at nights? 

You started your business to do what you love -- not to spend your evenings catching up on paperwork

Tailored Solutions

Keep Your Books Organized

Stay on top of your finances with bookkeeping that keeps everything organized, accurate, and ready when you need it.

  • Monthly Bookkeeping

  • Bank Reconciliations

  • Receipt Organization

  • Organized Financial Records

Image by Loui Kiær

Make Confident Business Decisions

Easy-to-understand reports help you stop guessing and start making confident decisions back by your numbers. 

  • Simple monthly reports

  • Financial insights

  • Business performance tracking

  • Trend monitoring

Image by Microsoft 365

Stay On Top Of Your Cash Flow

Know what's coming in, what's going out, and whether your business is headed in the right direction.

  • Cash Flow Tracking

  • Accounts Receivable

  • Accounts Payable

  • Monthly Financial Reports

A hand skillfully annotates a variety of financial documents using graphs that effectively

Build Better Business Systems

We help create simple financial systems that save time, reduce stress, and make running your business easier every day.

  • Customized workflows

  • Invoice Management

  • Financial organization

  • Ongoing support

Image by Vitaly Gariev

Monthly Service Packages

Image by Roman Bozhko

Essentials

For solo/small businesses needing the basics done right

Starting at $200

  • Monthly Bookkeeping

  • Monthly Financial Reports

  • Receipt Organization

  • Bank Reconciliation

  • Cash Flow/AR Reporting

Growth

For businesses scaling up with more complexity

Starting at $350​​

Everything in Essentials, plus:

  • Invoicing Support / Bill Management

  • Budget vs. Actual Reporting

  • Cash Flow Tracking

  • 1099 Preparation & Filing

Advantage

For businesses wanting strategic financial partnership

​Starting at $500

Everything in Growth, plus: 

  • Monthly Financial Analysis Report

  • custom KPI Tracking

  • ​Enhanced Cash Flow Reporting

  • Vendor/Expense Trend Analysis

One-Time Services Offered
Please Reach Out To Us For More Details

  • QuickBooks Setup

  • Chart of Accounts Setup

  • Catch Up/Clean Up

  • ​Class/Location Setup

  • Books Review​/Financial Health Check

  • Vendor & Customer List Cleanup​

  • Year-End Financial Package Prep

    • This service assumes clean, up-to-date books​

  • Custom Financial Report Package

    • This service assumes clean, up-to-date books​

Meet Your Bookkeeper

Hi, I'm Makenzie.

I started The Tailored Bookkeeper because I believe bookkeeping should do more than keep your records accurate—it should help you understand your business.

Every business operates differently. That's why I don't believe in one-size-fits-all bookkeeping. I take the time to understand how your business works so I can build systems and financial processes that fit your business — not the other way around.

My goal is simple: provide reliable bookkeeping, clear financial information, and organized systems that help you spend less time worrying about your books and more time growing your business.

Favorite-Aragon-Headshot-Makenzie-Carter-2026-03-17-81_edited.jpg

Let's Talk

Every business is different.

Whether you need monthly bookkeeping, help catching up, or just have questions, I'd love to learn more about your business and see how I can help.

Start with a free consultation—no pressure, just a conversation.

bottom of page