How Much Does Bookkeeping Cost for a Therapy Practice?
Our published prices, and the published prices of other providers therapists commonly weigh, each taken from that provider’s own pricing page as of September 2026. No invented averages.
What bookkeepz costs
All packages are billed monthly with no long-term contract, and you can cancel with 15 days’ notice. Most solo therapists fit Starter; group practices usually fit Grow. Tax work is quoted separately by PizzelloCPA, PLLC.
Starter
Dedicated bookkeeper, monthly transaction categorization, bank and credit card reconciliation, monthly P&L and balance sheet, tax-ready books, client portal, and secure document sharing.
Grow
Everything in Starter plus enhanced financial reports, receivables and payables tracking, quarterly review meetings, custom chart of accounts setup, and year-end tax prep support (returns prepared by PizzelloCPA, PLLC under a separate engagement).
Surge
Everything in Grow plus every monthly deliverable reviewed by a licensed CPA at PizzelloCPA, PLLC, monthly review meetings, a live financial dashboard, cash flow forecasting, priority support, and multi-entity support.
Full details on our services page.
Published prices from other providers
Each row is only what that provider’s own pricing page listed when we checked it in September 2026. Plans bundle different things, so read the tax and extras columns before comparing the price column.
| Provider | Listed price | Tax filing | Extras noted on the page |
|---|---|---|---|
| Heard joinheard.com/pricing | Lite $129/mo, Essential $169/mo, Premium $255/mo, as shown with annual billing | Personal return included on Essential; business return added on Premium; $750 add-on on Lite | Catch-up $99 per month in business this year; payroll add-on for Premium at $39/mo plus $6 per person |
| TL;DR: Accounting tldraccounting.com/pricing | LLC from $199/mo; S-Corp from $349/mo; partnerships and C corps custom | Included (1040; 1120-S on the S-Corp plan) | Payroll listed as an add-on; no setup fee or deposit |
| Wellness Fi wellnessfi.com/services | Foundations $218/mo (quarterly books); Full-Service from $295/mo; CFO/Growth from $895/mo | Add-on: personal +$60/mo, business +$75/mo | Accounting software included |
| Collective collective.com/plans-and-pricing | LLC $199/month; S Corp $349/month (15% off yearly) | LLC plan lists Basic Individual Tax Returns; S Corp plan includes the 1120-S. Collective’s footnote reads: “Individual Tax return packages are billed as an annual, one-time add-on fee.” | Catch-up bookkeeping listed as an add-on |
| QuickBooks Live quickbooks.intuit.com | Expert Full Service Bookkeeping from $300/mo after an initial cleanup fee (fee amount not shown) | Not included | Excludes invoicing, bill pay, and receivables and payables management |
| Bench bench.co/pricing | Bookkeeping Light $199/mo (revenue $250K or less); Bookkeeping $399/mo; Bookkeeping + Tax $649/mo | Business tax filing on Bookkeeping + Tax | 20% off for 12 months; current-year catch-up free with an annual plan |
| 1-800Accountant 1800accountant.com/pricing | Tax Advisory $209/mo; Starter $299/mo; Business Complete $469/mo, billed annually | Personal plus one entity return on Starter and Business Complete | Full-service bookkeeping on Business Complete |
| Pilot pilot.com/pricing | Essentials $99/month for up to $100,000 in monthly expenses | Separate: from $1,000+/yr (single member LLC), from $2,000+/yr (partnerships and S corps); must be purchased with Pilot Bookkeeping | Cash-basis books, standard chart of accounts |
| Keeper keepertax.com/pricing | Monthly $20/mo; Standard $199/yr; Premium $399/yr; Business $1,199/yr | Included from Standard up | Software-led expense tracking |
What moves the price for a therapy practice
Insurance is the biggest driver. Payers deposit net amounts that cover many sessions, so each EFT has to be tied back to the EHR payment report, and card payouts arrive net of processing fees. A cash-pay practice with one bank account skips most of that work.
Group practices add associate pay, supervisee splits, and payroll or contractor reconciliation. A practice with more than one owner adds per-owner profit allocations. Some providers do not serve that structure at all, which matters more than any price difference.
The last driver is what is bundled. A price that includes a tax return is not comparable to one that does not, and catch-up bookkeeping for past months is often priced separately. Add it all up for a year before choosing. If you are specifically weighing Heard, see Heard alternatives for therapists.
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
How much does bookkeeping cost for a therapy practice?
At bookkeepz, Starter is from $199 per month and fits most solo therapists, Grow is from $349 per month for practices that need receivables tracking, a custom chart of accounts, and quarterly reviews, and Surge is custom-priced and adds CPA review of every monthly deliverable by PizzelloCPA, PLLC. Other providers’ published prices are in the table on this page, each as listed on their own site in September 2026.
What makes bookkeeping cost more for one practice than another?
The work, more than the size of the practice. Insurance billing adds EOB and deposit reconciliation, a group practice adds supervisee splits and associate pay, payroll adds its own reconciliation, and months of backlog add catch-up work. A solo cash-pay practice with one bank account is the simplest case.
Is tax preparation included in bookkeeping prices?
It depends on the provider, which is why monthly prices are hard to compare directly. Some bundle a return, some add it for a fee, and some quote it separately. At bookkeepz, tax preparation and filing are a separate engagement with PizzelloCPA, PLLC, our affiliated licensed CPA firm, quoted for your situation.
Do I pay extra to catch up months of old bookkeeping?
Often, so ask every provider how catch-up work is priced. Several providers in the table list their own catch-up pricing or promotions. At bookkeepz, a free 30-minute consult is where we look at how far behind your books are.
More comparisons for therapy practices
Heard alternatives for therapists · bookkeepz vs. Heard · bookkeepz vs. QuickBooks Live · bookkeepz vs. Collective · Bookkeeping for therapists
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