Easy Peasy Ledger

Easy Peasy Ledger Bookkeeping and tax support for therapists and service-based business owners.

We clean up messy books, organize QuickBooks Online, and explain your numbers in plain English.

September 15 is two deadlines wearing one date.Q3 estimated tax payment. If you are self-employed, or an S corp owner ta...
09/01/2026

September 15 is two deadlines wearing one date.

Q3 estimated tax payment. If you are self-employed, or an S corp owner taking distributions, this is your third payment of the year.

Extended returns for partnerships (Form 1065) and S corps (Form 1120-S). If you filed an extension in the spring, this is the actual deadline. Not October. October is for individuals.

The second one catches S corp owners who assume they have until October because that is when their personal return is due. The business return is a month earlier, and it has to be finished before the personal one can be.

If you are not sure which of these applies to you, that is a fair question to ask now rather than on September 12.


Estimated taxes are the thing that turns a good year into a stressful April.The process is not complicated. Start with l...
08/31/2026

Estimated taxes are the thing that turns a good year into a stressful April.

The process is not complicated. Start with last year's return as a baseline.
Estimate what the practice will earn
this year and what you will deduct. Form 1040-ES walks through the calculation. If income changes noticeably partway through the year, run it again.

The step that actually matters is the last one. Move money to a separate account every month instead of finding it four times a year. Same amount, completely different experience.

If your income jumped this year and you are still paying based on last year's numbers, that is worth looking at
before September 15.

Save this one.

This one is unusual, so it is worth flagging.The IRS normally sets the standard mileage rate once a year in December and...
08/28/2026

This one is unusual, so it is worth flagging.
The IRS normally sets the standard mileage rate once a year in December and leaves it alone. For 2026 they raised it partway through. 72.5 cents per mile through June 30, and 76 cents from July 1 forward.
That means your 2026 mileage log has two rates in it. If your tracking app is still applying 72.5 cents to July and August trips, it is undercounting your deduction.
Two things to check. That your app updated, and that you have actual mileage records. A deduction you
cannot substantiate is a deduction you may not get to keep. Date, destination, purpose, miles.
If you drive to a second office, a supervision session, or a client's home, those miles usually count. The commute from home to your primary office usually does not.

Every job has its tells. These are ours.The reconciliation one is real. There is a specific kind of satisfaction in a ba...
08/27/2026

Every job has its tells. These are ours.

The reconciliation one is real. There is a specific kind of satisfaction in a bank account that balances to the penny on the first try, and we have stopped pretending otherwise.

The Undeposited Funds one is also real, and it is usually the first thing to check. It is where money goes to sit when nobody has been applying payments to invoices. A large balance there tells you roughly how long it has been.

None of that is a judgment. It is just where the work starts.

Bring the messy books. No shame required.

The honest answer depends on three things, and none of them is your bank balance.What the practice earns after real expe...
08/25/2026

The honest answer depends on three things, and none of them is your bank balance.

What the practice earns after real expenses. What the practice needs to keep on hand for slow months, taxes, and anything that breaks. What you actually need to live on.

The most common mistake is paying yourself whatever is left at the end of the month. That feels responsible. What it actually does is hide the months where the practice did not earn enough, because the account still had money in it from the month before.

Pick a number, pay it consistently, and let the reports tell you whether it is working. A number you can review beats a number you keep guessing at.

If you are an S corp, this gets more involved, and reasonable compensation is its own conversation.

Bank feeds are the QuickBooks feature that saves the most time and causes the most cleanup.Here is the part people miss....
08/22/2026

Bank feeds are the QuickBooks feature that saves the most time and causes the most cleanup.

Here is the part people miss. The feed is a suggestion, not a record. When QuickBooks proposes a category, it
is guessing from the description. It does not know that the 340 dollars at a hotel was a conference and not a weekend.

Two things go wrong most often. Accepting matches without reading them, because the feed will happily
match a 500 dollar payment to a 500 dollar invoice that has nothing to do with it. And bank rules set up once and never reviewed, because a rule that was right in January might have been miscategorizing every month since.

Use the feed. Just review what it is doing every month, not once a year.

A system only works if you can actually use it.

Most of my clients spend their working hours holding other people's hardest moments. Therapists, counselors, social work...
08/20/2026

Most of my clients spend their working hours holding other people's hardest moments. Therapists, counselors, social workers.
That work does not show up on a Profit and Loss. But it is the reason the practice exists, and it is the reason burnout is a real financial risk and not just a personal one.
A practice that runs on clean systems gives the owner more room to do the actual work. That is most of why I do this.
Thank you to everyone doing that job today.


This one surprises people. When you connect a practice management system or a payment processor to QuickBooks, client na...
08/17/2026

This one surprises people.

When you connect a practice management system or a payment processor to QuickBooks, client names sometimes come along for the ride. They land in the memo field, the customer list, or the transaction description. Now clinical information is sitting in an accounting file that your bookkeeper, your tax preparer, and anyone else with access can read.

Your books do not need names. They need amounts, dates, and categories. Before you connect anything to QuickBooks, ask what fields actually transfer. If names come through, that is
a workflow to change, not a setting to ignore.

This is a privacy-minded workflow question, and it is much easier to fix before you have a year of records to go back through.


Financial Awareness Day usually turns into a lot of posts about mindset. Here is a more useful version.Financial awarene...
08/14/2026

Financial Awareness Day usually turns into a lot of posts about mindset. Here is a more useful version.
Financial awareness means you can say these four numbers out loud right now.
What you earned this month. What you spent this month. What is in the bank today. What you owe in taxes
that has not been paid yet.
If you can name all four, you are in better shape than most business owners. If you cannot name any, that is not a discipline problem. It usually means nobody ever set the books up so those numbers were easy to find.
Financial clarity is the backbone of the business.

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