Angelo and Associates CPA vs BookWise for therapists

Auto-generated from listing data

At a glance

The differences that matter

Side-by-side facts. Rows where the two tools differ meaningfully are highlighted.

Feature	Angelo and Associates CPA	BookWise
Pricing from	Not listed	$40 / mo
Pricing model	paid	Not listed
HIPAASame	Not listed	Not listed
Free trial	Yes	Not listed
Target users	Established practices S-Corp electing therapists Complex revenue mix	Solo practice Group practice Private-pay practices Insurance-based practices Therapists behind on their books needing to catch up
Key features	Therapy-specific CPA expertise Tax prep plus entity structure advice Bookkeeping included Ongoing advisor relationship	Bank and credit card sync via Plaid, with per-account control over what you connect Bulk transaction categorization (groups similar transactions to code in batches) Therapy-specific expense categories, no accounting knowledge needed Profit and loss and balance sheet that stay current year-round
Integrations	QuickBooks Online Stripe Square	Plaid (bank and credit card connections) Google Workspace (required, your books live in your own account)

Angelo and Associates CPA

Pricing from: Not listed
Pricing model: paid
HIPAA: Not listed
Free trial: Yes
Target users: Established practices
S-Corp electing therapists
Complex revenue mix
Key features: Therapy-specific CPA expertise
Tax prep plus entity structure advice
Bookkeeping included
Ongoing advisor relationship
Integrations: QuickBooks Online
Stripe
Square

BookWise

Pricing from: $40 / mo
Pricing model: Not listed
HIPAA: Not listed
Free trial: Not listed
Target users: Solo practice
Group practice
Private-pay practices
Insurance-based practices
Therapists behind on their books needing to catch up
Key features: Bank and credit card sync via Plaid, with per-account control over what you connect
Bulk transaction categorization (groups similar transactions to code in batches)
Therapy-specific expense categories, no accounting knowledge needed
Profit and loss and balance sheet that stay current year-round
Integrations: Plaid (bank and credit card connections)
Google Workspace (required, your books live in your own account)

Pricing

What you actually pay

Starting prices and what they include. The cheaper tool is not always the better value.

Angelo and Associates CPA

paid

Vendor does not publish a starting price.

Free trial

Contact the vendor for a quote. Hidden pricing is a yellow flag for smaller practices.

BookWise

$40/month

Honest assessment

Where each tool wins and loses

Based on hands-on testing. Both tools have real weaknesses worth knowing before you commit.

Angelo and Associates CPA

What works well

CPA firm (vs bookkeeping-only)
Therapy-specific knowledge
Ongoing relationship vs annual filing

Where it falls short

More expensive than software-led services
Limited geographic reach
Pricing not transparent

BookWise

What works well

Built by a licensed psychologist specifically for mental health practices
Low flat price at $40/month, everything included
Bulk categorization makes monthly bookkeeping and catch-up fast
Your data lives in your own Google Workspace and stays yours if you cancel, no lock-in

Where it falls short

Requires a Google Workspace account, not usable without one
No standalone BAA offered, so handling any PHI in your books is on you to configure
Bookkeeping only, not full accounting or tax filing
Single plan with no cheaper tier for very small or dormant practices

Take it for a spin

Try them

Both tools offer free trials. The fastest way to confirm a fit is to run one real session through each.

CPA firm specializing in therapy practice accounting and tax

Try Angelo and Associates CPA

Free trial

Visit Angelo and Associates CPA

Therapist-built bookkeeping that keeps your data yours, even if you cancel.

Try BookWise

From $40/mo

Visit BookWise

About this comparison

This comparison is auto-generated from verified vendor data. We compile pricing, features, and integrations from each vendor's own documentation. For editorial comparisons with hands-on testing, see our editorially reviewed comparisons.

Auto-generated

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