Business Details
Your Trusted Partner for Bookkeeping and QuickBooks Solutions
EZ Ledger was founded by Yolanda Shebert, a seasoned accounting professional with 19 years of experience across diverse industries. Our mission is to simplify financial management for businesses nationwide by providing expert bookkeeping, QuickBooks training, and diagnostic services. We specialize in helping service-based businesses maintain accurate, up-to-date financial records, enabling data-driven decision-making. Our team of Certified QuickBooks ProAdvisors combines technical expertise with personalized support to streamline accounting workflows. We serve industries including legal, real estate, financial services, and healthcare, offering scalable solutions tailored to each client's unique needs.With a focus on transparency and client education, we empower business owners to reclaim time while ensuring financial compliance. Our services include automated bank feeds, monthly reconciliations, customized reporting, and comprehensive QuickBooks setup. We prioritize long-term client relationships built on reliability, technical proficiency, and a deep understanding of small business financial challenges. Our commitment to excellence is reflected in our decade-plus track record of delivering actionable financial insights to growing businesses.
Services
Full Service Bookkeeping
QuickBooks Training
QuickBooks Setup
Diagnostic Review
QuickBooks Clean Up
Highlights and features
- We offer 19 years of bookkeeping expertise across multiple industries
- Our team consists of Certified QuickBooks ProAdvisors with hands-on experience
- We provide customized accounting workflows for service-based businesses
- We guarantee accurate monthly financial reporting and reconciliation
- We implement automated bank feeds to streamline bookkeeping processes
Associations and certifications
- QuickBooks ProAdvisor
Services
Full Service Bookkeeping
Our comprehensive bookkeeping solution manages income and expense categorization, invoice and bill management, receipt tracking, and weekly/monthly reconciliations. We prepare detailed financial reports for CPAs while implementing job costing and budget preparation to enhance financial control. This service ensures accurate, up-to-date records for businesses requiring in-depth financial management.
QuickBooks Training
Certified ProAdvisors provide customized QuickBooks Online training covering setup, workflow optimization, and report customization. Sessions include chart of accounts configuration, transaction management, and reconciliation techniques. We offer individual and group training to help businesses maximize QBO's capabilities while preventing common accounting errors that compromise financial data integrity.
QuickBooks Setup
We configure QuickBooks Online for optimal performance by customizing company settings, importing historical data, and connecting automated bank feeds. Our setup includes tailored chart of accounts creation, class/item configuration, and sales tax settings. This service ensures proper initial configuration to prevent data integrity issues while establishing efficient bookkeeping workflows for ongoing financial management.
Diagnostic Review
Our experts conduct comprehensive QuickBooks file analysis identifying reconciliation issues, categorization errors, and chart of accounts problems. The $375 diagnostic service includes a detailed report of findings with actionable recommendations. We examine undeposited funds, tax settings, and app integrations to ensure financial records accurately reflect business performance and compliance requirements.
QuickBooks Clean Up
We resolve existing bookkeeping issues through systematic data reorganization and error correction. This service addresses mismatched transactions, duplicate entries, and improper categorizations while restoring financial report accuracy. Our clean-up process includes implementing proper accounting workflows to prevent future issues, ensuring businesses can rely on their financial data for strategic decision-making.
People
Yolanda Shebert
Founder & Owner
Yolanda Shebert founded EZ Ledger after earning her Accounting degree from Bentley University. With 19 years of industry experience, she specializes in bookkeeping solutions for service businesses. She previously served as treasurer for South Florida Triathletes and currently volunteers with Collier/Lee County Honor Flight.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping including income/expense tracking, invoice management, monthly reconciliations, and financial reporting for businesses nationwide.
Do you offer QuickBooks training?
Yes, our Certified ProAdvisors offer customized QuickBooks Online training sessions starting at $350 for 2 hours, covering setup and workflow optimization.
How much does monthly bookkeeping cost?
Our EZ Monthly Package starts at $300/month, including automated bank feeds, categorization, and monthly financial reporting for up to 3 accounts.
What industries do you serve?
We specialize in serving service-based industries including legal, real estate, financial services, healthcare, and consulting professionals nationwide.
Do you offer bookkeeping diagnostics?
Yes, our $375 QuickBooks Diagnostic Review identifies bookkeeping issues and provides actionable recommendations for improving financial record accuracy.
