Monthly QuickBooks Online bookkeeping for therapists
Your practice deserves books that actually reflect how it works.
Easy Peasy Ledger provides monthly QuickBooks Online bookkeeping for therapists and private practices in California. We understand how therapy practices get paid, manage expenses, and grow, so your books reflect how your practice actually works.
MONTHLY QUICKBOOKS BOOKKEEPING · CALIFORNIA THERAPISTS · CLEAR BOOKS. CONFIDENT DECISIONS.
Not sure where to start?
You do not have to diagnose your own bookkeeping problem.
You may know something isn't working without knowing exactly what kind of bookkeeping help you need. That's a perfectly good place to start.
A discovery call is a conversation, not a test. You don't need to have everything figured out first.
Book a Discovery CallYour books are months behind and you're not sure how to catch up.
QuickBooks feels messy and you don't trust the reports.
You're ready to hand off monthly bookkeeping to someone who understands your practice.
Your practice has grown and the financial side feels harder to manage.
You're not sure whether your books are actually accurate.
A discovery call is the right next step.
Why specialization matters
Generic bookkeeping was not built for a therapy practice.
Therapy practices have financial workflows that require context. Understanding how your practice gets paid, how owner activity is handled, and how the practice changes as it grows helps us keep the books aligned with how your business actually operates.
EHR and payment-platform activity
The amount deposited into your bank isn't always the revenue your practice earned. EHR and payment-processor payouts can include fees and timing differences that need to be reflected correctly in your books.
Insurance-related income
Therapy-practice income can arrive through different channels. Recording deposits consistently helps your reports show a more reliable picture of practice revenue.
Owner pay
How you pay yourself depends on how your practice is structured. Your books should clearly separate owner activity from the day-to-day income and expenses of the practice.
Solo versus group complexity
A growing group practice adds more moving pieces. More clinicians can mean more payroll or contractor activity, payment flows, expenses, and financial decisions to track.
Privacy considerations
Therapy practices handle sensitive information. We use privacy-minded bookkeeping workflows designed to keep unnecessary client and clinical details out of the accounting system.
Tax-aware bookkeeping
Bookkeeping and taxes shouldn't live in separate worlds. Organized books help surface tax questions that may need attention before filing time.
Your bookkeeper shouldn't have to learn how a therapy practice works while working on yours.
When your numbers finally make sense
Clean books are the starting point. Financial clarity is the goal.
Accurate, organized books give you a financial picture you can actually use. Instead of relying on your bank balance or guessing what the numbers mean, you have a clearer starting point for understanding your practice.
Without current, organized books
Bank balance becomes the default measure of how you're doing
Deposits can be difficult to trace back to revenue
Reports are hard to trust or interpret
Important financial questions are harder to answer
With current, organized books
A clearer picture of what the practice is earning
Deposits properly connected to revenue and fees
Reports that are easier to understand
Better questions and more informed decisions
Know what is happening behind the bank balance.
What we handle
What comes off your plate every month.
Ongoing bookkeeping is not just categorizing transactions. It is a consistent monthly process that keeps the financial side of your practice organized, current, and ready to use.
Book a Discovery CallMonthly bookkeeping
Transactions are reviewed and categorized so your QuickBooks Online file stays organized and reflects how your practice operates.
Payment-platform activity
Deposits, fees, and payment activity are properly accounted for so the amount hitting your bank is not automatically treated as the revenue your practice earned.
Account reconciliation
Bank accounts, credit cards, and applicable payment accounts are reconciled regularly so your books stay accurate and current.
Tax-aware review
Books are maintained with tax preparation in mind, helping surface questions that may need attention before filing time.
Ready for what comes next
Current, organized books give you a cleaner starting point for tax preparation, financial questions, and decisions about your practice.
Bookkeeping for every stage of practice
Built for where your practice is right now.
Solo practiceSolo Private Practice
You want your books kept current without bookkeeping becoming another job on your list. Monthly QuickBooks Online bookkeeping gives you an organized financial picture of your practice.
Group practiceGrowing Group Practice
As you add clinicians, the financial side gets more complicated. Payroll or contractor activity, payment flows, expenses, and owner pay create more moving pieces that need to stay organized.
Cleanup firstCleanup and Catch-Up
Your books may be behind, messy, or simply hard to trust. We can clean up and organize your existing QuickBooks Online books so you have a reliable starting point before ongoing bookkeeping begins.
Privacy-minded bookkeeping
Your accounting system needs the numbers. It does not need your clients' stories.
Therapy practices may use EHRs, payment platforms, and other systems that contain sensitive client information. Our bookkeeping workflow is designed to bring the financial information needed for bookkeeping into QuickBooks Online without unnecessarily bringing client or clinical details with it.
The goal is simple: keep the accounting system focused on the financial picture.
Your practice systems
EHR, payment platforms, financial accounts
Financial information needed for bookkeeping
Amounts, dates, deposits, fees
QuickBooks Online
Financial records organized for bookkeeping
From numbers to decisions
Your books should help you answer the questions that actually matter.
Current, organized books give you more than reports. They give you a clearer financial picture of your practice, so you can ask better questions about profitability, owner pay, growth, and what comes next.
Is my practice actually profitable?
How much can I safely pay myself?
Why doesn't my profit match my bank balance?
Can I afford to hire?
Is my practice revenue actually growing?
What is changing that needs my attention?
Jie Haddad, EA
Enrolled Agent · QBO Advanced ProAdvisor
Why Easy Peasy Ledger
A California bookkeeping firm built around therapy practices.
Easy Peasy Ledger specializes in monthly QuickBooks Online bookkeeping for therapists and private practices in California. Founded and led by Jie Haddad, EA, the firm combines therapist-focused bookkeeping, QuickBooks expertise, tax awareness, and privacy-minded financial workflows.
Enrolled Agent (EA)
Founder Jie Haddad is an Enrolled Agent, a federally licensed tax practitioner. Her tax background brings a tax-aware perspective to the firm's bookkeeping and helps identify questions that may need attention before tax-filing time.
QuickBooks Online Advanced ProAdvisor
Jie is a QuickBooks Online Advanced ProAdvisor. Easy Peasy Ledger works in QuickBooks Online for bookkeeping, with workflows built around how each practice operates financially.
Therapy-practice specialization
Easy Peasy Ledger understands the financial workflows behind solo and growing group practices, including payment-platform activity, owner pay, payroll or contractor activity, and the added complexity that comes with growth.
Privacy-minded financial workflows
Our bookkeeping workflows are designed to keep the accounting system focused on the financial information it needs without unnecessarily bringing client or clinical details into QuickBooks Online.
Common questions
Questions therapists ask before hiring a bookkeeper.
Clear Books. Confident Decisions.
Looking for ongoing bookkeeping support for your therapy practice? Book a discovery call so we can learn about your practice, what you need help with, and whether Easy Peasy Ledger is the right fit.
Book a Discovery Call