Bookkeeping Packages Built for Private Practice Owners

Tailored for therapists, optometrists, veterinarians, dentists, and other clinical private practices. Every package includes a dedicated bookkeeper, tax-ready books, and access to our client portal.

All packages are billed monthly. No long-term contracts. Cancel anytime with 15 days' notice.

Starter

From $199/mo

The essentials: clean books, every month, without the overhead of a full-time bookkeeper.

Dedicated bookkeeper
Monthly transaction categorization
Bank & credit card reconciliation
Monthly financial reports (P&L, Balance Sheet)
Tax-ready books year-round
Client portal access
Secure document sharing

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Grow

From $349/mo

For businesses that are scaling and need deeper financial insight and more hands-on support.

Everything in Starter
Enhanced financial reports
Accounts receivable & payable tracking
Quarterly review meetings
Custom chart of accounts setup
Year-end tax prep support (returns filed by PizzelloCPA, PLLC)

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Surge

Custom

Full-service bookkeeping with CPA oversight (PizzelloCPA, PLLC), live dashboards, and strategic financial guidance.

Everything in Grow
CPA oversight from PizzelloCPA, PLLC on all work
Monthly review meetings
Live Financial Dashboard
Cash flow forecasting
Priority support
Multi-entity support

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Included With Every Package

Dedicated Bookkeeper

You work with the same person every month. They learn your business, your chart of accounts, and your goals.

Client Portal

Upload documents, view invoices, track tax return progress, and communicate with your bookkeeping team, all in one place.

E-Signatures

Sign engagement letters and e-file authorizations online. No printing, scanning, or mailing.

Secure File Sharing

Bank-level encryption for all uploaded documents. Your financial data stays protected.

QuickBooks Online Integration

We work in your QBO account so you always have full access to your own books. Nothing is locked behind our platform.

Email & Portal Support

Reach your bookkeeper anytime through the portal or email. No phone trees, no ticket systems.

Not sure which package is right for you?

Book a free 30-minute consult. We'll walk through your needs and recommend the best fit, no pressure.

Book a Free Consult