Bookkeeping built around how your business actually works.

Monthly bookkeeping includes categorizing transactions, reconciling bank accounts and credit cards, accounting for payment-processor activity, and producing organized financial reports in QuickBooks Online. Each month your books are kept current and organized around how your business operates.

Accounts are reconciled monthly. Bank accounts, credit cards, and applicable payment accounts are reconciled each month so the books reflect the actual underlying activity.

Yes. If your QuickBooks Online books are behind or were never set up correctly, cleanup comes before ongoing monthly bookkeeping. We review what exists, correct and organize the books, and establish a reliable starting point before moving into a consistent monthly process.

Yes. Easy Peasy Ledger specializes in therapy practices and private practices, but also works with other service-based small businesses in California. If you are a service business owner who wants organized, current books and a bookkeeper who understands how money actually moves through a service business, we may be a good fit.

Payment platforms often deposit net amounts after fees, or batch multiple transactions into a single deposit. If these are recorded as simple deposits, your books may not accurately reflect what your business earned. Easy Peasy Ledger records payment-platform activity correctly so your revenue figures reflect actual business income.

If you do not already have QuickBooks Online, we can help you get set up. If you have an existing QuickBooks Online account, we will review it and organize it around your business before beginning monthly bookkeeping.

That is not unusual. Many businesses come to Easy Peasy Ledger with QuickBooks Online accounts that were set up quickly, never fully organized, or have months of uncategorized transactions. Cleanup comes first. We get the books accurate and organized before moving into ongoing monthly bookkeeping.

Current, organized books mean your financial records are already in order when tax questions come up. Bookkeeping is not tax preparation, but having accurate books makes it easier for your tax preparer to do their work and reduces the time spent reconstructing the year.

Bookkeeping keeps your financial records organized and current throughout the year. Tax preparation uses those records to prepare and file your tax returns. Easy Peasy Ledger provides bookkeeping services. Tax preparation is a separate service, though Jie Haddad, EA is also an Enrolled Agent.

When the financial side of the business is taking meaningful time away from the work itself, when you are not confident the books are accurate, or when the business has grown to the point where the financial picture is hard to follow on your own, it may be time to bring in a bookkeeper.