Laptop and coffee on a table overlooking a calm mountain lake.

FOR CALIFORNIA THERAPISTS

Your books handled. Your numbers clear. Clean books are just the beginning.

Monthly bookkeeping and advisory that keeps QuickBooks current and turns your numbers into clear next steps.

Book A CALL

PRIVATE PRACTICE BOOKKEEPING

More revenue should not create more financial confusion.

Your practice grows.

More clients. More deposits. Maybe a clinician or two. More payroll. More expenses. More moving pieces.

But somehow, the numbers get harder to understand instead of easier.

You can have money in the bank and still wonder what you can safely pay yourself.

You can have a profitable month and still feel tight on cash.

You can have a bookkeeper and still not know what the reports are actually telling you.

That is where Easy Peasy Ledger comes in.

We provide monthly QuickBooks bookkeeping and advisory support for solo and group therapy practices in California.

We keep the books accurate, understand the financial systems behind your practice, and help you see what the numbers actually mean.

Because clean books are not the finish line.

Knowing what to do with the numbers is.

Easy 3-Part Methodology

Person working on a laptop with digital checklist icons representing organized business processes..

Step 1: Clean Up the Confusion

Step 3: Turn Numbers Into Better Decisions

Step 2:Build a System That Works

First, we fix the financial mess that’s slowing you down.

We clean up your QuickBooks, reconcile your accounts, correct errors, and organize your books around the way your practice actually operates. You get accurate, trustworthy numbers without having to spend nights figuring out what went wrong.

The result: You know where your practice stands.

Business owner reviewing financial reports and charts on a tablet.

Step 2:Build a System That Works

Step 3: Turn Numbers Into Better Decisions

Step 2:Build a System That Works

Once your books are clean, we make the process easier to maintain.

We streamline how money moves through your practice, connect the right systems, and reduce unnecessary manual work. Instead of relying on scattered spreadsheets, memory, or last-minute catch-up, you have a bookkeeping workflow designed to support your growth.

The result: Your finances stay organized without taking over your week.

Business professional reviewing financial charts, reports, and business documents at a desk.

Step 3: Turn Numbers Into Better Decisions

Clean books are valuable. Clear direction is even better.

Each month, we keep your books current, reconciled, and reviewed. Then we help you understand what the numbers mean, what deserves your attention, and where you may need to make a change.

No confusing reports. No financial jargon. No guessing.

Just practical insight to help you protec

Clean books are valuable. Clear direction is even better.

Each month, we keep your books current, reconciled, and reviewed. Then we help you understand what the numbers mean, what deserves your attention, and where you may need to make a change.

No confusing reports. No financial jargon. No guessing.

Just practical insight to help you protect your cash flow, plan ahead, and make decisions with confidence.

The result: You stop reacting to your finances and start using them to lead your practice.

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Tax Services

Tax documents labeled “TAXES” beside a calculator and financial paperwork.

Tax Preparation for individual

Personal taxes can get more complicated when business income, estimated tax payments, investments, retirement accounts, or other moving pieces are involved.

Easy Peasy Ledger prepares individual tax returns with an eye toward the full picture, explains what is affecting your return in plain English, and helps you understand what to expect going forward.

Open business planner and notebook on a desk used for financial planning and organization.

Business Tax Services: From Books to Filing, We’ve Got You Covered

Good business tax preparation starts with reliable books.

Easy Peasy Ledger prepares tax returns for small-business owners, including sole proprietors, S corporations, and partnerships. Because bookkeeping and tax preparation are closely connected, we can identify bookkeeping issues before they create confusion at filing time and make sure the tax return is built from financial information you can trust.

Whether we handle your bookkeeping year-round or prepare the return from books maintained elsewhere, the goal is the same: an organized filing process and clear communication about what the numbers mean.

Close-up of Forms 1099-MISC and 1099-NEC with a pen.

Other Tax Services We Provide

Tax needs do not always begin and end with filing a return.

Easy Peasy Ledger also provides support with:

Estimated tax planning and payment guidance
Payroll and 1099 coordination
Accountable plan setup for eligible S corporation owners
Year-end tax preparation and bookkeeping review
Tax notices and IRS correspondence
Coordination between bookkeeping, payroll, and tax reporting

As an Enrolled Agent, Jie Haddad can also represent taxpayers before the IRS when tax issues or notices need professional attention.

FOR CALIFORNIA THERAPISTS

Your books handled. Your numbers clear. Clean books are just the beginning.

PRIVATE PRACTICE BOOKKEEPING

More revenue should not create more financial confusion.

HOW WE HELP

Bookkeeping Support for Every Stage of Your Practice