One place to manage your finances

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

We have five plans to choose from: Our Lite Plan is designed for solo practice owners who are in their early years of private practice — those just opening their doors, or got hit by a surprise tax bill, and want a financial system in place before next April. Heard Lite is the most accessible way to join Heard.

Our Essential Plan is designed for solo practice owners who are LLCs or Sole Proprietors. Established therapists who want annual tax filing included from day one will be better served by Heard Essential, especially the annual plan.

Our Essential (for S Corps or Groups) is built for S corporations and group practices, and you can add payroll at $49/month plus $9 per person. S corps come with extra complexity and compliance work (separate filings, payroll, reasonable comp), and this plan is built to handle all of that. Same with group practices. Our Premium plans, Premium (for Sole Props) and Premium (for S Corps or Groups), add a dedicated expert who is your single point of contact all year, with unlimited scheduled calls and four quarterly meetings.

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 payroll add-on, or business license filing fees which vary by location, though these additional fees are typically tax-deductible.

Upgrading is something you can do whenever you're ready. You can move to Essential (for Sole Props), Essential (for S Corps or Groups), or a Premium plan anytime from your Stripe billing portal. Once the upgrade goes through, your new features turn on right away.

For downgrading, there are a few factors. If you are on an Essential Plan and want to downgrade to Lite, it depends on two things: which Essential plan you're on, and whether you've ever used Heard to file annual taxes. If you're on Essential Monthly and haven't yet filed annual taxes with us, for example, you opted out for the year, or you signed up after the 3/26/26 tax deadline — you're eligible to downgrade. Reach out to support and we'll make the change.

If you're on Essential Annual or Essential Annual Paid Monthly, the switch has to wait until your contract renews. At renewal, as long as you've opted out of annual taxes for the year or have never used Heard for annual tax support, we can move you to Lite.
If you've previously filed annual taxes with us, Lite is no longer a plan we can move you to. Lite is built as a starter plan for therapists who haven't yet filed with Heard — once you've filed with us, you've passed the point Lite was designed for, and Essential becomes your plan from there.
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Once you are on Essential (for S Corps or Groups), you can't move to Essential (for Sole Props) or Lite. That plan is built for S corps and group practices, which come with more complexity and compliance needs. If you join a Premium plan, you can't downgrade until the end of your billing period.

Lite doesn't include annual tax filing, so when filing season comes around you have a few options.

You can upgrade to Essential by December 31 to be on track for an on-time return. You can stay on Lite and pay a one-time $750 fee to have us handle your filing. Or you can stay on Lite and file outside of Heard.

We'll send reminders well ahead of each deadline so you have time to figure out what makes sense for your practice. And if it would help to talk through which path is right for you, we're here for that.

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.

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.

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.

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.