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Streamline Your Bookkeeping and Grow Your Business
As a new business owner or one looking to expand, you should spend less time managing your books and more time developing your passion.
Our expertise and passion lie in diligent and timely bookkeeping communicated in a user friendly way to provide our clients with the information they need to help them succeed. Small businesses are the heart of communities and we thrive on supporting those entrepreneurs.
Bookkeeping services to bring growth to your business and life.
We are Educated Bookkeeping, a virtual professional bookkeeping firm that specializes in helping small service-based businesses manage their books and more.
Updated books are about more than just simple tax compliance. With accurate books, you have the information at your fingertips to make vital decisions about your business at the drop of a hat:
Are you in a good financial position to expand?
Which aspects of your operation are the most successful and how do you capitalize on them?
Is the bank asking you for financial statements for the small loan you want to take out?
Are you in a position to hire additional help?
Hello, our names are
Kelsey Gleason & Linda Tarshahni
We are former math teachers who decided to take control of their own professional growth by serving a community of small business owners as they pursue their passions. We love numbers, but our passion is service and helping others find success and achieve their goals. It is what we loved most about teaching and what we love most about this profession.
We are prompt, communicative, and accurate in our work, providing two sets of eyes on each of our client’s books each month. We are very active in our community through volunteering, working with our local chamber and networking. We truly believe small businesses are what make big cities feel like close communities and we truly feel fortunate to be a part of their support system. We'd love to meet you and learn more about your business!
Bookkeeping Services
We are bonded and insured and offer a wide range of bookkeeping services to help you manage your finances effectively. From basic bookkeeping tasks to complex financial analysis, we have the expertise to support your business needs.
Monthly Bookkeeping
Our most popular level of service; we work exclusively in Quickbooks Online categorizing transactions, reconciling accounts, tracking 1099 vendors and managing receipts.
Financial statements are sent monthly with time set aside so we can dive into the particulars of the statements, their meaning and areas of question.
Pricing starts at $250 per month and increases based on the size and volume of the account
Clean-Up/Catch-Up Work
For businesses who have neglected their books for an extended period of time, we have the capability of bringing that information up to date to provide accurate reporting for taxes or obtaining additional business credit.
While every business is different, we average about 6 weeks per year that the business is behind in its books.
Add-on Services
Beyond traditional monthly maintenance, we also offer the following add-on services:
Set-Up and Training
For businesses just starting out or not at a place financially to outsource bookkeeping, we can set-up the Quickbooks Online file and optimize it for the business. We also offer training on the weekly and monthly processes needed to keep the books in order and provide short supplementary videos for reference long term.
Training starts at $120 per hour.
Take the First Steps to Growth
Reach out
Contact us via our website, Quickbooks ProAdvisor profile, email or phone. We work diligently to respond to all inquiries within 24 business hours.
Discovery Call
We will reach out to you via phone to learn more about your business and your bookkeeping needs. Every business is unique and our processes reflect that individuality.
Provide Access
If a previous Quickbooks file exists, we ask for accountant level access and complete a complimentary diagnostic review of the file to determine scope of work and assess any lingering issues typically within 48 business hours.
Review Proposal
We will put together a proposal for services based on the discovery call and diagnostic review of the account. Package options will be included if applicable to your request.
Onboarding
Once a proposal has been accepted, the onboarding process will begin so that the clean-up or monthly bookkeeping process can begin.
After onboarding is completed, you're free to focus on your life, business, and finding a good balance of the two. We'll take care of your books in the meantime!
Questions
We offer flat rate pricing which is determined using multiple variables like number of transactions, number of accounts and number of loans among other things. We want our small business owners to know exactly how much they will be spending on bookkeeping each month which is why we don’t bill hourly.
We do offer add-on services like job costing or 1099 filings for a fee. We create individualized monthly or quarterly packages that can change and grow with your business.
Absolutely not, we are well versed in clean-ups on a set of books and if needed would price a clean-up as part of our proposal. The minimum would be the current fiscal year, but if multi-year clean up is needed we can handle it.
For the accounting process we use Quickbooks Online exclusively for our clients. We have experience with a large number of third party applications as well, some of the most popular being Square, Stripe and Cardpointe but many other lesser and more niche specific as well. For payroll we partner with ADP but again have experience with a multitude of other platforms as well.
We work 100% remotely. While we have on occasion met a local client to get documents, the majority of our clients live all over the country.
All new clients start off with a 3 month engagement. After that time if both parties wish to continue we offer engagements of 3 months, 6 months or a full year. A price reevaluation occurs at the end of each engagement.
We appreciate your time and we hope to work with you soon!
It's time to follow your passion and invest in yourself, your business, and your financial future, and we'd love to help so you can focus on the road ahead. Please feel free to reach out using our form below or by e-mail! We'd love to learn about your business and passions and see if we might be a good fit for your team.
