Easy Peasy Ledger

Bookkeeping & Taxes for Small Businesses — Stress-Free & Done Right

Bookkeeping service (show on map)

5.0

★★★★★

7 reviews

Easy Peasy Ledger LLC provides bookkeeping and tax services for small businesses and private practice owners in Sunnyvale, CA, specializing in therapist bookkeeping with a Clean Books Promise.

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About

Easy Peasy Ledger LLC is a bookkeeping and tax preparation firm based in Sunnyvale, CA, serving small businesses and private practice professionals across the Bay Area and beyond. Founded by Jie Haddad, an Enrolled Agent and QuickBooks Online Advanced ProAdvisor, the firm specializes in helping therapists and private practice owners simplify their finances.

With a Clean Books Promise, the firm guarantees organized, accurate, tax-ready books within 30 days. Services include monthly bookkeeping, quarterly bookkeeping, historical clean-up, individual and business tax preparation, payroll setup assistance, 1099 preparation, and sales tax filing. The Easy 3-Part Methodology focuses on foundation building, performance reporting, and strategic advisory to help clients achieve financial clarity and growth.

Clean Books Promise — 30-day guarantee or free work

QuickBooks Online Advanced ProAdvisor

Enrolled Agent (EA) — federally authorized to represent clients before the IRS in all 50 states

Therapist-specific bookkeeping packages

QuickBooks Online Payroll ProAdvisor

Bookkeeper Launch Certified

HIPAA-friendly bookkeeping practices

Easy 3-Part Methodology for financial clarity

Bilingual support (English/Spanish)

Services

Monthly Bookkeeping

Consistent, accurate, tax-ready books with a flat-rate monthly plan including customized chart of accounts, transaction categorization, bank reconciliations, and monthly financial reports.

Customized Chart of Accounts Daily transaction categorization & reconciliation Monthly bank and credit card reconciliations Journal entries & adjustments Monthly financial reports Regular check-in via call or Zoom Direct communication with tax preparer

Quarterly Bookkeeping

Organized, compliant, tax-ready finances every three months without the last-minute rush, including chart of accounts setup, quarterly reconciliations, and comprehensive financial reports.

Customized Chart of Accounts setup or review Quarterly transaction categorization Quarterly bank & credit card reconciliations Quarterly financial reports Quarterly check-in call or Zoom

Historical Bookkeeping Clean-up

Catch-up and clean-up services for overdue months or years, getting books organized and tax-ready.

Catch-up bookkeeping for overdue periods Historical clean-up No shame approach

Individual Tax Preparation

Accurate, timely tax preparation for individuals and families ensuring compliance and capture of every deduction.

IRS representation by Enrolled Agent Up-to-date knowledge of tax law changes Deduction and credit review Compliant filing with IRS and state regulations

Business Tax Preparation

Accurate, compliant business tax preparation for small businesses and private practices, filed correctly and on time.

IRS representation by Enrolled Agent Expert preparation with precision and compliance Ongoing education in changing tax laws Collaboration with tax-efficient business planning advisors

Payroll Setup & Assistance

Setup assistance for QuickBooks Payroll, Gusto, ADP, Paychex, or other providers, including account configuration and onboarding.

Account setup & configuration Employee onboarding Guidance on running payroll accurately and on time Works with Gusto, ADP, QuickBooks Payroll, Paychex, and others

Credentials & Certifications

Enrolled Agent (EA)

QuickBooks Online Advanced ProAdvisor

QuickBooks Online Payroll ProAdvisor

Bookkeeper Launch Certified

Bachelor of Science in Business Management, University of Bradford

HIPAA Training for Business Associates and Organizations

Reviews

Rating

★★★★★

Reviews

"Their constant thoroughness and attention to detail have been invaluable."

Frequently Asked Questions

What services does Easy Peasy Ledger offer? +

Easy Peasy Ledger offers monthly bookkeeping, quarterly bookkeeping, historical bookkeeping clean-up, individual and business tax preparation, payroll setup assistance, 1099 preparation, and sales tax filing. The firm specializes in therapist-specific bookkeeping and tax packages.

What is the Clean Books Promise? +

With the Clean Books Promise, your books will be organized, accurate, and tax-ready in 30 days — or Jie keeps working for free until they are. The promise applies to clean-up projects up to 12 months and requires client cooperation.

Who does Easy Peasy Ledger specialize in serving? +

Easy Peasy Ledger specializes in serving therapists and private practice owners, as well as small businesses, health-focused private practices, retail stores, consulting firms, and service-based businesses.

Do I need to have QuickBooks already? +

No — Jie will set up QuickBooks Online for you as part of the service.

Is Easy Peasy Ledger HIPAA compliant? +

Yes — Jie follows HIPAA-friendly financial practices to protect client confidentiality, works with HIPAA-aware payment platforms like IvyPay, Thrizer, Stripe, and Square, and has completed formal HIPAA Training for Business Associates and Organizations.

What are the credentials of Jie Haddad? +

Jie Haddad is an Enrolled Agent (EA) authorized to represent taxpayers before the IRS in all 50 states, a QuickBooks Online Advanced ProAdvisor, QuickBooks Online Payroll ProAdvisor, Bookkeeper Launch Certified, and holds a Bachelor of Science in Business Management from the University of Bradford.

What areas does Easy Peasy Ledger serve? +

Easy Peasy Ledger proudly serves small businesses and private practices in Sunnyvale, CA and beyond.

What is an Enrolled Agent? +

An Enrolled Agent (EA) is the only federally licensed tax professional authorized to represent taxpayers in all 50 states before the IRS. Unlike seasonal preparers, EAs are required to maintain continuing education on tax law changes to ensure accuracy, compliance, and strategic tax planning.