Business Details
Trusted Bookkeeping & QuickBooks Services in Naples, FL
At EZ Ledger, we specialize in transforming complex bookkeeping challenges into streamlined solutions for businesses nationwide. With over 19 years of combined experience in accounting and bookkeeping across diverse industries, our team of Certified QuickBooks ProAdvisors delivers remote services designed to simplify financial management. Our founder, Yolanda Shebert, brings a decade of expertise and a commitment to community service, ensuring clients receive both technical proficiency and personalized support. We focus on eliminating the stress of bookkeeping through automated processes, accurate reporting, and tailored training, empowering business owners to concentrate on growth.Our services include full-service bookkeeping, diagnostic reviews, QuickBooks setup, and cleanup, all aimed at providing actionable financial insights. By prioritizing transparency and client education, we help businesses avoid costly errors and maintain compliance. Our nationwide reach allows us to serve industries ranging from legal and real estate to technology and healthcare, adapting our approach to meet unique client needs. Whether you require ongoing support or a one-time cleanup, EZ Ledger combines technical excellence with a client-first philosophy to deliver reliable, scalable solutions.
Services
Full Service Bookkeeping
QuickBooks Training
Diagnostic Review
QuickBooks Clean Up
Online Setup
Financial Reporting
Invoice Management
Budget Preparation
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 personalized, remote bookkeeping solutions tailored to your business needs.
- We prioritize transparency, client education, and actionable financial reporting.
- We serve businesses nationwide with scalable, affordable pricing.
Associations and certifications
- QuickBooks ProAdvisor
Services
Full Service Bookkeeping
Our full-service bookkeeping ensures accurate, up-to-date financial records for businesses of all sizes. We handle income and expense categorization, invoice and bill management, monthly reconciliations, and detailed reporting. This service is ideal for businesses needing comprehensive support to maintain organized finances and make informed decisions.
QuickBooks Training
Certified ProAdvisors provide personalized QuickBooks Online training to streamline your bookkeeping workflow. Sessions cover setup, customization, report generation, and error prevention. Designed for business owners, employees, or bookkeepers, this service reduces learning curves and minimizes costly mistakes while maximizing software efficiency.
Diagnostic Review
A thorough review of your QuickBooks file identifies errors in reconciliations, categorizations, tax settings, and integrations. We deliver a detailed report with actionable recommendations to correct issues and prevent future problems. This service ensures your financial data is accurate and reliable for decision-making or tax preparation.
QuickBooks Clean Up
We resolve disorganized books by correcting categorization errors, reconciling accounts, and optimizing your chart of accounts. This service restores clarity to your financial reports and prepares your system for efficient ongoing management, saving time and reducing compliance risks.
Online Setup
Our experts configure QuickBooks Online to match your business needs, including customizing accounts, connecting bank feeds, and setting up sales tax preferences. Proper setup ensures accurate reporting from day one, preventing costly rework and streamlining daily bookkeeping tasks.
People
Yolanda Shebert
Founder & Owner
Yolanda Shebert, founder of EZ Ledger, holds a Bachelor's in Accounting from Bentley University and 19 years of bookkeeping experience. She serves as treasurer for Collier/Lee County Honor Flight and previously managed finances for South Florida Triathletes, combining professional expertise with community leadership.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping, QuickBooks setup, diagnostic reviews, and cleanup services tailored to your business's unique needs.
How much does monthly bookkeeping cost?
Our EZ Monthly Package starts at $300, including bank feeds, categorization, reconciliations, and reporting.
Do you work with businesses outside Florida?
Yes, we offer remote bookkeeping services nationwide, supporting industries like legal, real estate, and healthcare.
Can you help set up QuickBooks for a new business?
Our QuickBooks Setup service customizes your account, connects bank feeds, and ensures proper configuration for accurate reporting.
What experience do your bookkeepers have?
Our team includes Certified QuickBooks ProAdvisors with 19+ years of experience across diverse industries, ensuring expert support.
