CPA vs. Heard
CPA
vs
Heard
All-in-one accounting for your therapy practice

Heard handles bookkeeping, tax filing, payroll, and more for your therapy practice. It’s a complete financial backoffice with built-in professional support.

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+$20,000*
Average revenue, Heard members vs. non-members*
+8 clients*
Average Heard members vs. non-members
10 hrs / month*
Saved by average Heard members
Trustpilot review — Craig
CPA
Heard
A CPA costs extra

When you use accounting software for your practice’s finances, you need to hunt down a CPA to handle tax filing and quarterly estimates. That’s one more bill to pay.

Expert support is part of the package

Heard gives you a complete financial dashboard designed for therapy practices. Done-for-you bookkeeping, professional tax filing, and quarterly estimates come standard with every plan.

Trustpilot review — GMS Counseling
CPA
Heard
Wait times are just part of the process

Maxed-out workloads mean CPAs often leave you hanging when you have urgent questions about your finances.

Your expert team is in office every weekday

With Heard, you get support from a team of professionals, Monday through Friday during business hours. Message them any time through your dashboard.

Do more, pay more

Payroll, S corp election, quarterly estimates, 1099s: the more complex your accounting needs, the more you can expect to pay your CPA.

Freedom at a flat rate

Your Heard plan includes a range of tax moves, from S corp guidance to personal return filing, with no surprise charges.

It’s out of your hands

A CPA delivers monthly financial reports, but when it comes to day-to-day events impacting your finances, you may be left in the dark.

Financial data at your fingertips

Your Heard reports are live and always up to date, so you can get a play-by-play of your practice’s performance whenever you need it.

One size fits all

CPAs serve the widest client base possible. They don’t have time to focus on all the ins and outs of private practice.

Built for private practice therapists

Heard is designed specifically for therapists, and your team of accounting professionals specializes in helping private practices thrive.

Trustpilot review — Craig
Heard is for therapists, not business majors

You trained to help people in need, not prepare quarterly earnings reports. Heard’s intuitive dashboard and expert support make private practice accounting simple. That gives you more time and energy to focus on improving your clients’ lives.

1. Bookkeeping

Professionals help you categorize your revenue and expenses, creating complete financial records for your practice.

2. Reporting

You get comprehensive financial reports that are always up to date, giving you 24/7 insight into your practice's performance.

3. Filing

Heard's team calculates your quarterly estimated taxes for you, and files your federal and state taxes at the end of the year.

Trustpilot review — Sarah Meng, LPC
CPA Heard
Financial reports
Tax filing
Double-entry bookkeeping
Expense categorization
Therapist specialization
Complex tax moves at no extra charge
Group onboarding
Unlimited live support
app.joinheard.com/dashboard
April overview YTD
Net income
$8,420
↑ +$640 vs March
Expenses
$2,190
↓ −$120
Recent transactions
Client session payment
Stripe · Apr 18
Revenue +$180
SimplePractice
Software · Apr 15
Software −$99
Office rent
Apr 01
Office −$1,450
Whole Foods
Needs review · Apr 12
Review −$86
Dashboard & bookkeepingAuto-categorized transactions, reviewed monthly
app.joinheard.com/taxes
2026 estimated taxes
Q1 2026 · Paid ✓ Apr 15, 2026
$1,840.00
Q2 2026 · Set aside Due Jun 15
$2,140.00
Q3 2026 · Estimated Sep 15
~$2,080.00
🔔 We'll send payment links on Jun 9, a week before Q2 is due.
Federal + state covered
Quarterly tax estimatesCalculated from your real numbers, every quarter
app.joinheard.com/reports
Profit & loss · YTD
Gross revenue$58,200
Office expenses−$8,700
Software & subscriptions−$1,190
Insurance−$2,640
Professional development−$2,360
Net income $43,310
💡
You may be ready for an S corp
At your current income, electing S corp status could save ~$4,800 in self-employment taxes this year.
Deductions tracked automatically
Reports & S corp guidanceP&L, balance sheet, and expert guidance in one place
Take the tour

Ready to see for yourself how Heard handles accounting for your therapy practice? Reserve a live demo with one of our in-house experts.

Book a Demo
*2026 Financial State of Private Practice Report

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.