bookkeepz vs. Collective for Therapy Practices
Collective sells formation, accounting, payroll, and tax plans built for solopreneurs, with plans for LLC and S corp owners. bookkeepz is a bookkeeping firm for clinical private practices. Here is how they compare for a therapist, using Collective’s own published pages. Collective’s details below come from collective.com as of September 2026.
The short version
Choose Collective if you are a solo therapist, especially one electing or running as an S corp, and want formation, bookkeeping, payroll for yourself, the S corp return, and quarterly estimates bundled in one subscription built for solopreneurs.
Choose bookkeepz if you take insurance and need EOB reconciliation, employ or contract other clinicians, have more than one owner, want your books in your own QuickBooks Online account, or want a named licensed CPA firm, PizzelloCPA, PLLC, preparing your return.
Side by side
Who it serves
Self-employed entrepreneurs. Their pricing page says its plans are "built for solopreneurs."
Clinical private practices, from solo clinicians to group practices.
How the bookkeeping is done
The LLC plan lists "Automated monthly bookkeeping," and Collective describes its accounting as "Expert approved, powered by AI."
A dedicated bookkeeper reconciling every account each month, in an engagement led by Andrew Pizzello, CPA.
Tax preparation
The LLC plan lists "Basic Individual Tax Returns." Collective’s footnote reads: “Individual Tax return packages are billed as an annual, one-time add-on fee.” The S Corp plan lists the S corp election (Form 2553) and the annual business return (Form 1120-S), with individual tax returns listed as an add-on.
Performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement.
Payroll
The S Corp plan includes "Member and contractor payroll" and support with reasonable salary.
We record payroll run through your provider and reconcile it to the books. Reasonable compensation is a tax question answered by PizzelloCPA, PLLC.
Published pricing
LLC $199/month and S Corp $349/month billed monthly; yearly billing saves 15%. Bookkeeping catch-up is listed as an add-on.
Starter from $199/mo, Grow from $349/mo, Surge custom. Billed monthly, no long-term contract. Tax work quoted separately.
Therapy-specific work
Their pages we checked do not describe therapy-specific workflows such as EOB reconciliation or supervisee splits.
EHR payments tied to every insurance EFT and card payout, associate pay tracking, and a therapy chart of accounts.
Collective plan details as listed on collective.com as of September 2026. Collective is a trademark of its owner; bookkeepz is not affiliated with Collective. Verify current details on their site, since offerings change.
bookkeepz at a glance
bookkeepz, LLC is a remote bookkeeping firm for therapists, psychologists, and other clinical private practices, based in Greenville, North Carolina and serving clients nationwide.
Every engagement is led by Andrew Pizzello, CPA, and every client works with a dedicated bookkeeper inside the client’s own QuickBooks Online account.
Starter is from $199 per month and covers monthly transaction categorization, bank and credit card reconciliation, a monthly P&L and balance sheet, tax-ready books, and client portal access.
Grow is from $349 per month and adds enhanced financial reports, receivables and payables tracking, quarterly review meetings, a custom chart of accounts, and year-end tax prep support.
Surge is custom-priced and adds a licensed CPA’s review of every monthly deliverable by PizzelloCPA, PLLC, monthly review meetings, a live financial dashboard, cash flow forecasting, priority support, and multi-entity support.
CPA review is included only in Surge. Tax preparation and filing are a separate engagement with PizzelloCPA, PLLC, an affiliated licensed CPA firm, because bookkeepz is not a CPA firm and does not provide attest services.
Packages are billed monthly with no long-term contract and can be cancelled with 15 days’ notice. Mental health practices can request a Business Associate Agreement.
Full package details are on our services page.
Common questions
Is Collective a good fit for therapists?
For a solo therapist who wants one subscription for formation, bookkeeping, S corp payroll, and the business return, it can be. Collective’s pricing page describes its plans as built for solopreneurs. If you hire clinicians, have a partner, or bill insurance heavily, ask how they handle those situations before you sign.
How does Collective pricing compare with bookkeepz?
As listed on collective.com in September 2026, the LLC plan is $199 per month and the S Corp plan is $349 per month billed monthly, with 15% off for yearly billing. bookkeepz Starter is from $199 per month and Grow from $349 per month, with tax work quoted separately by PizzelloCPA, PLLC. The S Corp plan bundles the business return and owner payroll, so compare the full year of what you need on each side.
Does Collective file my S corp return?
Collective’s S Corp plan lists the S corp election filing (Form 2553) and the annual business tax return (Form 1120-S). At bookkeepz, the S corp return is prepared by PizzelloCPA, PLLC under a separate engagement, and your bookkeeper keeps the books ready for it.
Can I switch from Collective to bookkeepz?
Yes. We work in your own QuickBooks Online account, and if you are not on QuickBooks Online yet, we migrate your books as part of onboarding.
Weighing more than two options? See Heard alternatives for therapists, or compare published prices in what bookkeeping costs for a therapy practice.
More comparisons for therapy practices
Heard alternatives for therapists · bookkeepz vs. Heard · bookkeepz vs. QuickBooks Live · What bookkeeping costs for a therapy practice · Bookkeeping for therapists
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