Meet Jie Haddad, EA

I’m Jie Haddad, an Enrolled Agent, QuickBooks Online Advanced ProAdvisor, and founder of Easy Peasy Ledger.

I work primarily with therapists and private practice owners throughout California, along with service-based business owners who want clean books and financial reports they can actually understand.

Before becoming a bookkeeping and tax professional, I owned my own small business. I know what it feels like to work hard, take care of clients, manage everything behind the scenes, and still wonder:

Am I actually making money?
Is there something I’m missing?
What are these reports really telling me?

That experience shaped the way I built Easy Peasy Ledger.

You shouldn’t have to become an accountant just to understand how your business is doing.

Good bookkeeping is not just getting transactions into QuickBooks.

I help clients:

• Clean up messy or behind books
• Build practical QuickBooks Online systems
• Keep their books current throughout the year
• Understand what their Profit & Loss and other financial reports are actually saying
• Make sense of income, expenses, payment flows, profit, and cash
• Keep bookkeeping connected to the bigger tax picture

As an Enrolled Agent, I naturally look at bookkeeping with tax awareness in mind, rather than treating the books and tax return as two completely separate worlds.

The goal is not simply to hand you a set of finished reports.

It is to help you understand what is happening in your business and know what deserves your attention.

Therapy practices have financial workflows that deserve a little extra thought.

Payment processors, clinician payments, owner pay, group-practice growth, taxes, and privacy can all affect how the bookkeeping system should be structured.

Easy Peasy Ledger uses privacy-minded bookkeeping workflows designed to keep unnecessary client and clinical information out of QuickBooks while still giving you the financial information you need to understand and run your practice.

I also understand that many therapists do not come to me because they are excited about bookkeeping.

They come because they want answers.

How much am I actually making?
What can I safely pay myself?
Am I setting enough aside for taxes?
Why doesn’t my bank balance match my profit?
What am I supposed to be looking at in these reports?

Those are the questions the bookkeeping should help answer.

My approach is pretty simple:

Clean systems, not complicated systems.

Your bookkeeping should make your business easier to understand, not give you another system to manage.

No shame, just solutions.

If the books are behind or QuickBooks is messy, that is simply where we start.

Plain-English guidance.

You should not need an accounting degree to understand what your financial reports are telling you.

At Easy Peasy Ledger, the goal is not just “done books.”

The goal is for you to look at the financial side of your business and think:

“I know what’s going on, and I know it’s handled.”

• 🎓 Bachelor of Science in Business Management, University of Bradford
• 🏛 Enrolled Agent
• 📘 Bookkeeper Launch Certified
• 💻 QuickBooks Online Advanced ProAdvisor
• 💼 QuickBooks Online Payroll ProAdvisor

Based in Sunnyvale, California, and serving private practices and small businesses throughout California.