bookkeepz vs. QuickBooks Live for Therapy Practices
QuickBooks Live is Intuit’s own bookkeeping service inside QuickBooks Online. The quickbooks.intuit.com/live/ address now opens Intuit’s QuickBooks Experts page, and the done-for-you tier is called Expert Full Service Bookkeeping. bookkeepz is a bookkeeping firm for clinical private practices. Here is how they compare for a therapy practice, using Intuit’s own published pages. QuickBooks Live’s details below come from quickbooks.intuit.com as of September 2026.
The short version
Choose QuickBooks Live if you want bookkeeping sold and run by Intuit from inside your QuickBooks Online account, your needs are general small-business bookkeeping, and you plan to handle invoicing, bill pay, and any tax work elsewhere.
Choose bookkeepz if you want a bookkeeping firm that specializes in clinical private practices: EHR payment reports tied to insurance EFTs and card payouts, supervisee and associate pay tracked by clinician, a therapy chart of accounts, receivables and payables tracking on Grow, and tax work coordinated with a named licensed CPA firm, PizzelloCPA, PLLC.
Side by side
Who it serves
QuickBooks Online customers generally. The pages we checked do not describe a therapist-specific offering.
Specializes in clinical private practices: therapists, psychologists, and similar owner-run practices.
Where your books live
In QuickBooks Online. Intuit says you subscribe to Expert Full Service Bookkeeping by signing in to your QuickBooks Online account.
In your own QuickBooks Online account. You keep full access if you ever leave.
Who does the work
A dedicated, QuickBooks-certified bookkeeper. Intuit says bookkeepers schedule their availability for a set number of hours per week, Monday to Friday, 6AM to 6PM PT.
A dedicated bookkeeper who knows your practice, in an engagement led by Andrew Pizzello, CPA.
What is excluded
Intuit’s page says Expert Full Service Bookkeeping does not include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable.
Receivables and payables tracking is part of Grow, and Surge adds cash flow forecasting and a live financial dashboard.
Tax preparation
Not included. Intuit states its Expert Full Service bookkeepers cannot give tax advice specific to your business or prepare or file taxes for you.
Performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement coordinated with your bookkeeper.
Published pricing
Starting at $300/mo after an initial cleanup fee; the page does not show the cleanup fee amount. Intuit says customers may cancel plans at any time.
Starter from $199/mo, Grow from $349/mo, Surge custom. Billed monthly, no long-term contract, 15 days’ notice to cancel.
Therapy-specific work
The 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 by clinician, and a BAA on request.
QuickBooks Live plan details as listed on quickbooks.intuit.com as of September 2026. QuickBooks Live is a trademark of its owner; bookkeepz is not affiliated with QuickBooks Live. 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 QuickBooks Live a good fit for a therapy practice?
It can be for a practice that wants general bookkeeping run by Intuit inside QuickBooks Online. Intuit’s pages do not describe therapy-specific work such as EOB reconciliation or supervisee splits, and its full-service tier excludes receivables and payables management. If your practice takes insurance or runs a group, ask how those would be handled before you sign.
How does QuickBooks Live pricing compare with bookkeepz?
As listed on quickbooks.intuit.com in September 2026, Expert Full Service Bookkeeping starts at $300 per month after an initial cleanup fee, and the page does not show the cleanup fee amount. bookkeepz Starter is from $199 per month and Grow from $349 per month, billed monthly, with tax work quoted separately by PizzelloCPA, PLLC.
Both work in QuickBooks Online. What is actually different?
The scope and the specialization. Intuit’s full-service tier does general monthly bookkeeping and excludes invoicing, bill pay, and receivables and payables management. bookkeepz specializes in clinical private practices, tracks receivables and payables on Grow, and builds the monthly close around your EHR and insurance deposits.
Does either one prepare my tax return?
Intuit states its Expert Full Service bookkeepers cannot prepare or file taxes. bookkeepz does not prepare returns either; tax preparation and filing for bookkeepz clients are performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement coordinated with your bookkeeper.
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. Collective · What bookkeeping costs for a therapy practice · Bookkeeping for therapists
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