How Heard works
Every therapist and wellness practitioner who joins Heard is supported by a team of bookkeeping and tax professionals who specialize in working with private practice owners. Here's how it works.
Bookkeeping
Taxes
Payroll
S Corp
Getting started is easy...
We learn about you
You onboard to Heard
We get your books up-to-date
See for yourself why thousands of therapists and wellness practitioners trust Heard
They take the headache away!
Heard has been great for me as a mental health counselor. They take the pressure off of bookkeeping and provide quarterly tax estimates. I really enjoy the fact they complete annual taxes for you as well. Even if you have another W2 position.
Heard takes away the annoyance of daily…
Heard takes away the annoyance of daily bookkeeping. They are very responsive to questions and working with Heard has been the best thing for me to do with my solo practice. I'm so grateful for Heard and don't plan on ever leaving them!
Heard is Amazing
Heard has been an amazing service for my practice! I have been a therapist in private practice on and off for 5 years, and used to do my own accounting. It was a mess. I missed deadlines, didn't get all the deductions I deserved, owed thousands in taxes... seriously horrible. Heard makes things really easy, provides a lot of support, and helps me truly understand my finances. I also love that Heard specializes in therapists. Sometimes we have interesting situations that don't apply to other types of businesses, and honestly many of us just need a little extra help with finances and taxes. Heard is great for that! I love not having to worry about my books or my taxes. Absolutely worth the investment!
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?
Our pricing is subscription-based, billed either monthly or annually. We offer a 15% discount with annual billing. There are two plan options for Solo Practices (whether you're taxed as a sole proprietor or S corporation) and one plan option for Group Practices. For S corporations or Group Practices, payroll is included for up to one user. It is an additional $6 per employee per month.
There's a required one-time fee of $99/mo for months of catch up bookkeeping needed.
Our pricing plans do not include third-party fees (such as fees and taxes charged by your city, state, or the federal government), Gusto for payroll (available as an add-on), or business license filing fees, which vary by city. With that said, those fees are tax deductible.
Can I cancel any time?
Yes, you can cancel at any time. With that said, all one-time fees and annual subscription fees are non-refundable.
Read our full terms of service.
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 & 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.