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.
Get started60 hrs
Saved per year in financial record keeping
5,000+
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.
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
Taxes don’t have to be overwhelming
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
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
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
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
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
- We file payroll taxes for you every time you run payroll.
Business Banking,* built for therapists
Banking, bookkeeping, and taxes under one login. Sync and categorize every transaction automatically. No exports, second tools, or extra cost.
Keep your finances on track at every stage
Running a practice can be expensive and draining. We help you keep more of your hard-earned money at every stage by maximizing your tax deductions and exploring tax optimization strategies like S corp election.
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Solo or Group Practices
Practices of all sizes use Heard to manage their finances
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Sole Prop, P/LLC, or S corporation
We support different entity types and help you make the transition
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Getting started or growing
A solid financial foundation is critical at every stage
We’re trusted by thousands of therapists
Read more reviewsSee how Heard works
Track your finances, view reports, and get support in a single convenient, easy-to-use dashboard.
Got questions? We are here for you!
Free financial resources for therapists and wellness practitioners
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.