Which plan is right for me?
One place to manage your finances
Our monthly or annual subscription covers all your tax, accounting, and bookkeeping needs. 100% tax deductible.
Sole Proprietor
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
S Corporation
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
Sole Proprietor or S Corporation
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
Compare and save with Heard
Paying for services a la carte adds up fast. Heard saves money by giving you everything you need all in one place.
Heard
Solo Practice Sole Proprietors
Online access to bookkeeping software
Expert done-for-you monthly bookkeeping
Monthly financial insights and reports
Personalized state and federal quarterly tax estimates
Annual personal federal and state income tax returns
Billed annually
Alternatives
Compared to other bookkeeping and tax services
Bookkeeping software
Done-for-you monthly bookkeeping
Annual personal tax return filing
Tax advisory with a local CPA
Heard
Solo Practice S Corporations and Group Practices
Online access to bookkeeping software
Expert done-for-you monthly bookkeeping
Monthly financial insights and reports
Personalized federal and state quarterly tax estimates
Annual personal federal and state income tax returns
Annual business income tax return
S corporation set up and compliance
Payroll (Included up to one user, + $6/person per month)
Alternatives
Compared to other bookkeeping and tax services
Bookkeeping software
Done-for-you monthly bookkeeping
Annual personal tax return filing
Annual business tax return filing
Tax advisory with a local CPA
S corporation set up and compliance
Payroll
See for yourself why thousands of therapists trust Heard with their bookkeeping
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 therapists, with therapists. We empower therapists 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 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 mental health therapy practices, including: psychologists, psychiatrists, social workers, mental health counselors, professional counselors, marriage and family therapists, and psychiatric nurse practitioners.
We are able to support therapists who have other streams of income (e.g. coaching, consulting).
We do not work with non-mental health practices, practices based outside the United States, practices with multiple owners, and practices taxed as C corporations.