The only financial platform built for private practice

Therapists and wellness practitioners save time & money with accounting software designed to manage and grow your practice.
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Heard financial dashboard for therapists and wellness practitioners

Save time and money by streamlining your finances

Time is money as a therapist and wellness practitioner. Every hour spent wrangling your finances is an hour of lost income potential. We help you get time back to re-invest in your business or use for self-care.

Plus being a therapist and wellness practitioner isn't cheap. We help you keep more of your hard-earned money by maximizing your tax deductions and exploring tax optimization strategies like S corp election.

Book a free consult
Therapist saving time on financial record-keeping with Heard
60hrs
Saved per year in financial record-keeping
Coins
$9K+
More per year in extra income
$5K+
Saved per year in taxes

Simplify your finances so you can focus on your clients


Book a free consult

Done-for-you monthly bookkeeping and financial reports

Personalized quarterly tax estimates and reminders to submit payments

Business and personal federal and state annual income tax filing

Payroll processing with payroll taxes filed for you

S corp election and reasonable salary calculation

Specialized email support and access to 24/7 help center

Your financial partner as your practice grows

A light green chair with wooden legs.

Solo Practice Sole Proprietor

As you get your practice up and running, we’ll help you mange your finances year-round with confidence.

A yellow chair sitting on top of a black floor.

Solo Practice S Corporation

When the time is right, we’ll help you determine whether electing S corp makes sense for you.

A couple of chairs sitting next to each other.

Group Practice S Corporation

As your practice expands, we'll help you set up payroll so you can pay yourself and your employees with ease.

We're trusted by thousands of allied health professionals.

Read more reviews
Emily
5 starsTrustpilot Verified

My recent experience with Miz was very helpful. I misunderstood Heard's services when enrolling and might have enrolled a little earlier than necessary (I joined before having a practice established) but Miz helped to clear that up and provide me with next steps.

Date of Experience:
January 31, 2024
Sarah Meng, LPC
5 starsTrustpilot Verified

Heard has really helped reduce my stress around accounting and taxes. Their platform is easy to navigate. When I've had questions, the support team has been efficient and effective. I was hesitant to use Heard because I've prepared my own taxes in the past and wasn't sure if the benefit would be great enough. Frankly, having solid support for accounting and taxes is worth the trade off in having my time back.

Date of Experience:
January 31, 2024
Craig
5 starsTrustpilot Verified

Superb customer service! Heard could not make bookkeeping, payroll, and all the rest easier - the support I've gotten throughout setup was second to none. I was a babe in the woods with *all* of this stuff; I'm very grateful for Heard.

Date of Experience:
January 24, 2024
Meg Wright
5 starsTrustpilot Verified

Heard has been an absolute delight to work with. They are personable, proactive, professional, and responsive. I honestly should have started the process of working with them when I first started my practice, but three years in and they have helped me get more organized, save money on items I didn't know were tax deductible, and helped me see a more clear picture of my business and how to plan for the unexpected. I can't rate them high enough!

Date of Experience:
January 22, 2024
Jennifer Whipple
5 starsTrustpilot Verified

Heard is timely in responding to my questions, setting up times to talk virtually, and making things clear to someone who is not an accountant. The turnaround on bookkeeping is quick and they have proven to be very reliable!

Date of Experience:
January 19, 2024
Michelle Vo, LCSW Heard member since 2021

Manage your finances with confidence

Make informed financial decisions

Determine how much to pay yourself and set aside for taxes each month with your profit allocation guide.

Stay organized

Your bookkeeping team categorizes and reconciles your books for you every month so you don’t have to.

Never miss a deadline

We’ll send you email and text reminders so you never miss an IRS deadline.

Have peace of mind

Feel confident knowing your finances are being handled by experts.

Book a free consult

Heard is the only financial management software built for therapists and wellness practitioners that enables you to manage your bookkeeping, taxes, and payroll-all in one place.

The only financial platform built for private practice

Get tax support year-round, done-for-you bookkeeping, and guidance from a team that specializes in therapists and wellness practitioners. Say goodbye to spreadsheets and surprise tax bills and hello to peace of mind about your finances.

Get started

60 hrs

Saved per year in financial record keeping

5,000+

Of therapists trust Heard to handle their finances

$198M

In tax-deductible expenses tracked in 2025

Save time and money by streamlining your finances

Time is money as a therapist and wellness practitioner. Every hour spent wrangling your finances is an hour of lost income potential.We help you get time back to re-invest in your business or use for self-care.

Taxes handled, year-round

Annual filing, quarterly estimates, and every therapy-specific deduction — all done by people who only file for private practice.

Federal and state returns filed for you

Quarterly estimates calculated from real-time books

Deductions specific to therapists automatically tracked

Learn more

Bookkeeping, reviewed every month

A dedicated bookkeeper reviews your books each month and flags anything that needs your attention. No spreadsheets to keep up to date.

Compatible banks sync automatically

Every transaction categorized for your practice

Clean books ready for tax time, every month

Learn more

A team that knows therapists

Message with a expert from our team any day of the week. No upsells, no per-question fees.

Real humans

Same-day response on business days

Expert guidance when life or practice changes

Learn more

S corp, the
easy way

If your net income is over $100,000, an S corp can save you thousands. Heard evaluates if it fits and handles the whole transition.

Free S corp assessment based on your actual numbers

Election, payroll setup, and compliance handled

Reasonable salary calculated for you

Learn more

Payroll
made simple

Pay yourself (and your team) and maintain compliance with Heard Payroll, our streamlined payroll solution.

Seamlessly pay yourself and your staff via direct deposit.

Easily generate W2 and 1099 forms for tax time

Deductions specific to therapists automatically tracked

Learn more

Reports & tools that make sense

Profit & loss, cash flow, and allocation guidance, all in plain language. No accounting vocabulary required.

P&L and balance sheets on demand

Owner-allocation guide across taxes, savings, and pay

Export everything to share with your accountant

Learn more

Save time and money by streamlining your finances

Time is money as a therapist and wellness practitioner. Every hour spent wrangling your finances is an hour of lost income potential.We help you get time back to re-invest in your business or use for self-care.

Solo or Group Practices

Practices of all sizes use Heard to manage their finances

Sole Prop, P/LLC, or S corporation

We support different entity types and help you make the transition

Getting started or growing

A solid financial foundation is critical at every stage

See for yourself why thousands of therapists trust Heard

Leah Donatelli
LD
Leah Donatelli
USA
Trustpilot Verified

Worth every penny.

The team is so very responsive. I never feel like I am asking dumb questions which was especially helpful as I am new to private practice money management. It was the easiest bookkeeping and also tax filing experience of my life, even with multiple income streams. The ease of tax estimations and filing components makes this totally worth the price and the bookkeeping is a great added bonus. I love being able to see my expenses and income so easily to track how I am doing.

Date of Experience:
May 20, 2024
Dr Audra Horney
AH
Dr Audra Horney
USA
Trustpilot Verified

Best money I've spent on outsourcing

Best money I've spent on outsourcing! Heard has taken everything bookkeeping / financial / taxes off of my plate and done so seamlessly! I feel so much more in touch with my business financials month to month. I also used them for my business tax return and personal tax return. Everything was clear, on time, and professional. They are also super responsive via the chat/conversations feature if I have questions. TLDR; Heard has been wonderful and I recommend them to all of my therapist friends!

Date of Experience:
May 11, 2024
Lynn Burke-Reyes
LB
Lynn Burke-Reyes
USA
Trustpilot Verified

Bookkeeping and taxes made easy!

I used Heard during 2023 and it made bookkeeping painless! They sent emails frequently to remind me when to submit my bank statements or review my transactions. Heard also prepared my taxes--personal and business--with no additional charges. I didn't need to worry at all about finances. I've continued using Heard's services this year so there's one less administrative task to take me away from counseling.

Date of Experience:
April 17, 2024

Check out our FAQs

See all FAQs

What is Heard?

Heard is the only financial management software built for private practice owners. We empower therapists and wellness practitioners like you as business owners with easy-to-use financial software and access to bookkeeping and tax professionals, so you can focus on helping your clients.

How does Heard pricing work?

We offer subscription-based pricing with both monthly and annual billing options. Annual subscribers save 15% compared to monthly billing. We also offer an annual plan with monthly payments, which requires a one-year commitment.

We have two plans to choose from: Our Essential Plan is designed for solo practice owners who are LLCs or Sole Proprietors. Our Premium Plan is built for S Corporations and/or group practices, includes payroll for up to one user, with additional employees costing $6 per month each.

There’s a one-time setup fee of $99 per month of catch-up bookkeeping required. Our pricing plans don’t include third-party government fees and taxes, our Financial Advisory add-on services, or business license filing fees which vary by location, though these additional fees are typically tax-deductible.

Can I cancel any time?

Monthly plan subscribers can cancel at any time, while annual plan subscribers commit to the full year upfront with all subscription and one-time fees being non-refundable.
Read our full terms of service.

What's the difference between Heard and QuickBooks?

QuickBooks is a good DIY software choice for therapists and wellness practitioners who are looking to do their own bookkeeping. To upgrade to their full-service bookkeeping option, however, you can expect to pay $300/mo or more.

In addition to cost, the other difference is that Heard is built specifically for therapists and wellness practitioners, whereas Quickbooks is industry-agnostic. Specializing in private practices means we understand your business.

What's the difference between Heard and a local CPA?

A local CPA is a good option for therapists and wellness practitioners who are looking for a more personalized experience with regular meetings to review their financials.

With that said, you can expect to pay $500/mo or more working with a local CPA.

What does my bookkeeping team do?

When you first join Heard, your bookkeeping team will complete your catch up bookkeeping for the current tax year. Then moving forward, they will categorize your transactions and reconcile your accounts every month.

They also make any necessary adjustments to your books to ensure they are tax-compliant and account for any outside expenditures, not being run through your business bank accounts.

Your bookkeeping team may need your input on reviewing transactions to ensure proper categorizations. We also may need you to upload your monthly statements so we can reconcile your accounts.

You will be able to message your bookkeeping team to get any questions answered within 1-2 business days. Every question will be answered by a real person. Our aim is to support and educate you throughout the bookkeeping and accounting process.

Who does Heard work and not work with?

We work exclusively with health and wellness private practices, including: psychologists, psychiatrists, social workers, mental health counselors, professional counselors, marriage and family therapists, psychiatric nurse practitioners, physical therapists, speech & language pathologists, audiologists, occupational therapists, dietitians and nutritionists, massage therapists, chiropractors, and life coaches.

We are able to support therapists and wellness practitioners who have other streams of income (e.g. coaching, consulting).

We do not work with non-health practices, practices based outside the United States, practices with multiple owners, and practices taxed as C corporations.

Heard is the only financial management software built for therapists that enables you to manage your bookkeeping, taxes, and payroll—all in one place.

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