bookkeepz, expert private-practice bookkeeping services

Bookkeeping reimagined.

The bookkeeping firm for private practices: therapists and counselors, dentists, optometrists, veterinarians, and specialists like them.

Expert partners+ Powerful technology +Real-time insight=Real growthbookkeepz

Built for Service-Based Private Practices

Therapists, optometrists and ophthalmologists, veterinarians, psychologists, dentists, speech-language pathologists, acupuncturists, dietitians, nurse practitioners, physical therapists, audiologists, and behavior analysts. Clinical private practices share the same accounting patterns: service revenue, S-Corp planning, reasonable owner comp, and the QBI phaseout. We handle them fluently, no matter the specialty.

As a QuickBooks Online certified team based in Greenville, North Carolina, we combine cloud-based bookkeeping tools with CPA oversight from our affiliated CPA firm, PizzelloCPA, PLLC, to keep your finances accurate, organized, and tax-ready so you can focus on running your practice, not reconciling your books.

Explore private practice bookkeeping
Who we serve
Therapists & CounselorsOptometristsVeterinariansDentistsSpeech-Language PathologistsAcupuncturistsDietitiansPhysical TherapistsAudiologistsBCBAs / ABANurse PractitionersPsychologists
See how we serve private practices →
Read: why we focus on private practices →
From $199/month

Starter

Starter
Dedicated bookkeeper
Consistent point of contact
Monthly categorization
Stay organized and tax-ready
Financial reports
P&L + Balance Sheet
Bank reconciliation
Catch errors and missed expenses
Tax-ready books
Hand-off ready for your CPA, or filed by PizzelloCPA, PLLC
Most Popular
From $349/month

Grow

Grow
All Starter features
Everything from the Starter plan
Dedicated bookkeeper
Priority scheduling & continuity
Quarterly review meeting
Discuss results & strategy
Enhanced reports
Cash flow, trends, insights
AR/AP tracking
Monitor receivables/payables
Budget vs. actual
Catch overspending early
Custom Pricing

Surge

Surge
All Grow features
Everything in Grow, plus more
Dedicated bookkeeper + CPA oversight
Every deliverable reviewed by a licensed CPA at PizzelloCPA, PLLC
Monthly review meeting
Deep-dive financials & strategy
Live Financial Dashboard & Custom Reports
Real-time KPIs, variance analysis & tailored insights
Cash flow forecasting
Plan ahead with confidence
Payroll & tax support
Tax filings by PizzelloCPA, PLLC

Premium Add-On Services

Enhance your package with specialized services tailored to your business needs

Cleanup & Setup

Historical cleanup
Custom pricing
Catch-up bookkeeping
Custom pricing
Payroll setup
From $149

Ongoing Operations

A/R outsourcing
From $149/mo
A/P outsourcing
From $149/mo
1099 contractor tracking & filing
From $49/mo · filings by PizzelloCPA, PLLC

1099 contractor tracking is bookkeepz, LLC work; the 1099 filings themselves are prepared and filed by PizzelloCPA, PLLC, our affiliated CPA firm, under a separate engagement.

Tax & Compliance · by PizzelloCPA, PLLC

Income tax prep
From $299 · PizzelloCPA, PLLC
Sales tax filing
From $79/mo · PizzelloCPA, PLLC
Payroll tax filing
From $149/mo · PizzelloCPA, PLLC
Business personal property tax
From $99 · PizzelloCPA, PLLC

Every tax service in this category (income tax preparation and filing, sales tax filing, payroll tax filing, and business personal property tax) is performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement. bookkeepz, LLC provides the tax-ready books they work from.

Analysis & Advisory

Live Financial Dashboard
$49/mo
Budget vs. actual reporting
From $199/mo
KPI tracking & review meetings
From $249/mo
Exclusive Technology

Your Financial Command Center

A proprietary live dashboard that puts real-time financial intelligence at your fingertips. Built exclusively by bookkeepz.

Revenue
$187K
+12.3%
Net Income
$42K
+8.7%
Gross Margin
72.1%
+3.2%
Current Ratio
2.4x
Revenue vs Expenses
Expense Breakdown
Live P&L, Balance Sheet & Cash Flow
Revenue vs. Expense Trend Analysis
Estimated Tax Projections (Federal, State, SE)
One-Click Excel & PDF Export
Real-Time QuickBooks Online Sync

Included with Surge. Available as an add-on for Starter and Grow clients at $49/mo.

What Our Clients Say

"Andrew and his team bring a rare combination of technical tax knowledge and genuine partnership. They don't just keep the books. They help us make smarter financial decisions."

Scout Walton
Scout Walton
President, Outlaw Properties, LLC

"I can't recommend Andrew Pizzello and bookkeepz enough! They handle both my personal and business accounting flawlessly, but more importantly, they're always available to offer support when things get challenging. We've been loyal clients for years and plan to stay that way!"

Patricia Ruffinengo
Patricia Ruffinengo
Partner, Sandy Venture Associates, LLC

Our Story

bookkeepz was started with a few premises in mind, which continue to guide us every day:

Simplified

Prospective clients should be able to learn about our services, ask questions, and get started with minimal effort. We value your time and streamline every step of onboarding.

Focused

We minimize administrative requests so you can focus on your business. This means eliminating manual processes wherever possible, aligning with our commitment to efficiency.

Reputable

Deliverables are consistently high-quality and on time. Every client receives the same level of service regardless of package. We demonstrate ethical behavior in all that we do.

"We are in this for the long haul, and we build on today to anticipate greater future returns for those we are fortunate enough to call our clients."

Andrew Pizzello, CPA
Co-Founder

What Makes Us Different

Technology-Driven

We don't just use off-the-shelf software. We build our own. Our Client Portal, Financial Dashboard, and internal tools were designed specifically for how service-based private practices actually operate: recurring client work, trust accounts, owner comp, and tax planning. The result is faster turnaround, better accuracy, and real-time financial insight that most firms simply cannot offer.

Expert Partnership

Every client gets a dedicated bookkeeper, with CPA review available through our affiliated CPA firm, PizzelloCPA, PLLC. We respond within three hours during business hours. Whether you need help understanding your cash flow or preparing for tax season, you have a knowledgeable partner in your corner. CPA-reviewed books without paying CPA-firm rates for the bookkeeping itself.

Scalable Solutions

Start with monthly categorization and reports. As your business grows, add advisory services, cash flow forecasting, and a live financial dashboard. Our packages scale with you, and nothing is one-size-fits-all.

Our Approach

We partner with our clients to provide bookkeeping service and support that goes far beyond data entry. Need your bookkeeper? We respond within three hours during business hours. Want real-time visibility into your finances? We built the tools for that from scratch. Looking for strategic guidance? Our virtual CFO services turn your numbers into a growth plan.

Everyone on our team stays hands-on. Nobody here is too senior to record a transaction or jump on a call to walk through your P&L. We learn your business first, then build a bookkeeping workflow tailored to how you actually operate.

Meet the Leadership Team

Andrew Pizzello, CPA - Co-Founder at bookkeepz

Andrew Pizzello, CPA

Co-Founder

Andrew brings 16 years of diverse accounting experience spanning public practice, higher education, and corporate finance. A licensed CPA in North Carolina and Certified QuickBooks Online ProAdvisor, he spent over five years at a CPA firm in the Mountain West before serving in multiple roles at the University of Utah and rounding out his career at a national insurance company. Andrew holds a Master of Science in Accounting from East Texas A&M University. His breadth of experience across industries means he's seen and solved virtually every bookkeeping challenge a private practice can face.

Christopher Huffman - Co-Founder at bookkeepz

Christopher Huffman

Co-Founder

Christopher is an Intuit QuickBooks Certified Bookkeeper and the driving force behind our bookkeeping operations. He specializes in the engagements others avoid: complex clean-ups, catch-up projects, and untangling years of backlogged books. If technology can improve a process, Christopher will find a way to harness it. Currently completing his degree in Accounting and Financial Services, Christopher combines academic rigor with hands-on expertise to deliver consistently accurate and timely results for every client.

Credentials & Certifications

Our team maintains the highest standards of professional certification

QB Online ProAdvisor
Certified QuickBooks Online ProAdvisor
Certified Bookkeeper
Intuit QuickBooks Certified Bookkeeper
QB Desktop
QuickBooks Desktop Certified
QB Payroll
QuickBooks Payroll Certified
QBO Level 1
QuickBooks Online Level 1
QBO Level 2
QuickBooks Online Level 2

Frequently Asked Questions

General

Who we work with and how we support private practices.

We focus on clinical private practices: therapists and counselors, optometrists, veterinarians, dentists, speech-language pathologists, acupuncturists, dietitians, physical therapists, audiologists, and behavior analysts. Clinical practices share the same accounting patterns, and we handle them fluently.
Absolutely. Solo practitioners are a core part of who we serve, and we tailor our packages to one-person practices. Many of our Starter clients are solo professionals.
If you run a service-based private practice, there's a good chance we've already worked with something close to it. Our packages and add-ons adapt to different practice types and sizes. If you're unsure, book a consult and we'll talk through it.
We serve clients nationwide. Our cloud-based tools and virtual meetings mean location is never a barrier to exceptional bookkeeping.
bookkeepz, LLC is not a CPA firm, so returns are prepared and filed by PizzelloCPA, PLLC, our affiliated CPA firm, under a separate engagement. You can add it on here and we coordinate the whole thing: bookkeepz provides the tax-ready books and documentation, PizzelloCPA prepares and files the return. You are not chasing two vendors.

Packages & Pricing

What's included in each plan.

Starter includes a dedicated bookkeeper, categorization, reporting, and reconciliation. Grow adds cash flow insights, quarterly review meetings, and AR/AP tracking. Surge adds deliverables reviewed by PizzelloCPA, PLLC, monthly review meetings, forecasting, tax support, and the live Financial Dashboard with custom reports.
Yes, you can upgrade or downgrade at any time. We recommend starting where you are today and scaling up as your business grows.
We operate on a month-to-month basis. We earn your business every month. No long-term contracts required.
Add-ons are specialized services you can layer onto any package: tax preparation and filing (performed by PizzelloCPA, PLLC, our affiliated CPA firm), payroll, A/R and A/P outsourcing, the live Financial Dashboard, and more. Each is priced separately and can be added or removed as needed.

Tools & Technology

Cloud-based tools built by bookkeepz.

No. We handle all setup using cloud-based tools like QuickBooks Online. You just need internet access.
Your portal is a secure, dedicated workspace at portal.bookkeepz.com. You can upload documents, view and pay invoices, track your tax return progress, communicate with your bookkeeping team, and access your financial reports. It's available anytime, from any device.
A proprietary live dashboard built by bookkeepz that connects directly to your QuickBooks Online account. It displays real-time KPIs, trend charts, variance analysis, and estimated tax projections. Included with Surge and available as a premium add-on for other tiers.
The Client Portal is where you interact with your bookkeeping team. Upload documents, pay invoices, review tax returns, and track your checklist. The Financial Dashboard is a live, read-only view of your financial data pulled directly from QuickBooks Online. Think of the portal as your workspace and the dashboard as your financial command center.
When you sign up for the dashboard, we walk you through a one-time authorization through Intuit's secure OAuth process. You log into your QuickBooks account and grant read-only access. We never see your QuickBooks password, and you can disconnect at any time.
Yes. All connections use encrypted HTTPS. QuickBooks tokens are encrypted at rest using AES-256. Portal accounts are password-protected with secure sessions. Your data is never shared with third parties.
Yes. The dashboard includes one-click export to Excel with multiple sheets covering your P&L, Balance Sheet, and monthly trends. You can also print or save as PDF directly from the browser.

Support & Onboarding

How to get started.

Book a free consult. We'll learn about your business, recommend the right package, and guide you through onboarding in three to five business days.
Every client gets a dedicated bookkeeper, monthly check-ins, and on-demand phone and email support. Surge clients receive premium priority support with every deliverable reviewed by a licensed CPA.
Most clients are fully onboarded within three to five business days. If your books need cleanup first, we'll scope that separately and give you a clear timeline.
No problem. We handle the transition smoothly. We'll coordinate with your current provider to ensure nothing falls through the cracks.
During onboarding, we'll set up your portal account and send you login credentials. From there, you can log in at portal.bookkeepz.com anytime. You can also reach the portal from our website.
Yes. When your bookkeeper sends an invoice, it appears in the Billing section of your portal. You can review the details and pay securely online with a credit card through Stripe.

Book Your Free Consult

Let's discuss your business and find the perfect bookkeeping solution

30-Minute Consult

We'll learn about your business, discuss your bookkeeping challenges, and answer your questions.

Custom Recommendations

We'll recommend the package that fits your needs and budget. No pressure, just honest advice.

Next Steps

If it's a good fit, we'll outline a clear onboarding plan. If not, we'll point you in the right direction.

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