Meet Jie Haddad, EA
I’m Jie Haddad, an Enrolled Agent, QuickBooks Online Advanced ProAdvisor, and founder of Easy Peasy Ledger.
I help private practice therapists and service-based business owners turn messy books into clean QuickBooks Online systems and plain-English reports — so they can understand their numbers, plan ahead, and grow without financial overwhelm.
Before becoming a bookkeeping and tax professional, I owned my own small business. I know what it feels like to work hard, serve clients, manage operations, and still feel unsure about where the business really stands financially.
When bookkeeping is not set up properly, tax time becomes stressful. Business decisions feel unclear. And everything starts to feel heavier than it needs to be.
That experience shaped the way I built Easy Peasy Ledger.
My work is not just about categorizing transactions. I help clients:
- Clean up messy or behind books
- Create practical QuickBooks Online systems
- Stay organized throughout the year
- Understand what their Profit & Loss report is actually saying
- Connect bookkeeping with tax awareness and business decisions
Because bookkeeping and taxes go hand in hand.
For therapists and private practice owners, I am also mindful about privacy. Bookkeeping workflows should create financial clarity without pulling unnecessary client or patient details into QuickBooks.
My approach is simple:
- Clean systems, not complicated systems.
- No shame, just solutions.
- Plain-English guidance, so you know what to do next.
At Easy Peasy Ledger, the goal is not just “done books.”
The goal is peace of mind, better decisions, and a financial system that supports your business instead of haunting it.
Credentials & Certifications
- 🎓 Bachelor of Science in Business Management, University of Bradford
- 🏛 Enrolled Agent – enrolled to practice before the IRS
- 📘 Bookkeeper Launch Certified
- 💻 QuickBooks Online Advanced ProAdvisor
- 💼 QuickBooks Online Payroll ProAdvisor
📍 Proudly serving small businesses and private practices in Sunnyvale, CA, and beyond.
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