One place to manage your finances

Join the thousands of therapists that choose Heard for stress-free finances. Our plans are 100% tax deductible.

Annual Plan
Save 15%
Save 15%

Starter

Done-for-you bookkeeping for therapists just getting started. For practices making less than $50,000/year.
Annual Plan
Save 15%
Save 15%
$50/mo
$600 billed annually
Monthly billing available.
Bookkeeping
Monthly done-for-you bookkeeping
Complete monthly bookkeeping service where our platform and your dedicated bookkeeping team keeps your books up-to-date, organized, and accurate.
Connect multiple business bank accounts
Easily sync all your business checking, savings, and credit card accounts via a secure integration for complete financial tracking in one place.
Dedicated bookkeeping team
Your dedicated bookkeeping team reviews your transactions that are automatically categorized by the Heard platform to ensure accuracy and handles account reconciliation for your practice.
Year-end tax ready books
Your books are organized and prepared for seamless annual tax filing within the Heard platform (must upgrade to essential or premium plan if Heard tax prep and filing is required or work with outside tax preparer).
Tax deduction tracking
We categorize and track all business expenses to ensure you capture every eligible tax deduction.
REPORTS & tracking
Monthly income, expense, and profit  reports and tracking
Get easy-to-understand financial reports showing your practice's performance, cash flow, and profitability trends over time.
Profit and loss statements
Get professional P&L statements that clearly show your income, expenses, and net profit for tax purposes and business planning.
Profit allocation guide
A planning tool that helps you determine how to distribute your profits across taxes, savings, retirement and more based on your financial situation.
Real-time income tracking and goal monitoring
Track your income in real-time and monitor progress toward an annual income goal throughout the year.
Expert SUPPORT
Assisted onboarding with specialists
Group and one-on-one setup help from our team to get your account setup correctly from day one.
Unlimited messaging support for bookkeeping and general platform questions
Get help with day-to-day bookkeeping, platform features, and general business questions. Tax support not included, must upgrade to premium or essential plan.
Webinar Q&A sessions
Group webinar sessions where you can ask questions and learn best practices for managing your Heard account.

Essential

Done-for-you bookkeeping, financial reports, and year-round taxes for solo sole proprietors.
$169/mo
$2,028 billed annually
Monthly billing available.
Everything in Starter, plus:
TAXES
Quarterly tax estimates and payment guidance
Every quarter, we calculate your estimated state and federal tax payments, remind you when to pay so you never miss a deadline, and provide step-by-step guidance on how to pay.
S corp election guidance and support
We'll assess if S corp is right for your practice via a personalized readiness report. If S corp makes sense, we’ll file Form 2553 for you to elect your therapy practice to be taxed as an S corporation by the IRS. We help you meet S corporation requirements: Incorporation and EIN changes.   
Personal income tax prep and filing
Our team files your annual state and federal personal income tax return (1040). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings. If needed, we prepare and file your joint tax return with your spouse. We cannot file for the spouse if they are filing separately.
Document management and automated filing reminders
Secure storage for all your tax documents with automatic reminders when it's time to file quarterly estimates and annual returns.
Free tax extension filing support (as needed)
If you need more time to file your taxes come annual tax season, we'll handle filing extensions at no additional cost to keep you compliant with deadlines. We will establish a deadline for when you must file an extension request by.
Expert SUPPORT
Unlimited messaging and live phone support for all financial matters
Full access to our tax and accounting specialists via both messaging and phone for bookkeeping, tax, and financial questions. Call into our live phone support anytime from Monday-Friday, 8 AM to 8 PM EST. It is most convenient for quick questions between client sessions.

Premium

Done-for-you bookkeeping, financial reports, year-round taxes, and payroll for group practices and S corps.
$255/mo
$3,060 Billed annually
Monthly billing available.
Everything in Essential, plus:
TAXES
Business income tax prep and filing
Our team files your annual state and federal business income tax return (Form 1120S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
S CORP COMPLIANCE
S corp compliance with salary and distribution guidance
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren't compliant with S corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.

We'll review your reasonable salary to make sure you're paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice's profits and overall business success.
Payroll setup and management
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard so you can stay compliant as an S corp. Payroll for yourself is included ($45/mo value). Additional employees will cost $6/mo per employee.
Accountable plan creation and compliance
We create an IRS-compliant Accountable Plan allowing your S-Corp to reimburse home office, mileage, cell phone, and internet expenses without creating taxable income. Includes policy documentation, corporate resolutions, and compliance guidance.
GROUP PRACTICE SUPPORT
Payroll setup and management for yourself and employees
We’ve teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard so you can stay compliant as an S corp and easily pay yourself and employees. Payroll for yourself is included if you are an S corp ($45/mo value). Additional employees will cost $6/mo per employee.

Catch up Bookkeeping

The first step in preparing your taxes is a review of your books. Your Heard bookkeeping team will review, categorize and validate all your past and current year transactions for accuracy. This ensures that Heard finds all of the deductions that you qualify for.
One-time fee
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

Essential Plan for Solo Sole Prop

Bookkeeping  with expert

$300/mo

Annual personal tax preparation

$47/mo

Catch up bookkeeping

$99/mo one-time-fee

Unlimited email support

$60/mo

Plus...

Personalized quarterly tax estimates

Monthly financial insights

Tools to determine salary and savings allocation

$169/month

Alternatives

Compared to other bookkeeping and tax services

QuickbooksBooking with expert

$300/mo

$300/mo

Bench or WellnessFiAnnual personal tax preparation

$47/mo

$565 prorated over 12 months for comparison

BenchCatch up bookkeeping

$199/mo

One-time fee

Local CPAAnnual personal tax preparation

$60/mo

$175/hr prorated over 1 month for comparison

$606/month

Heard

Premium Plan

Online access to bookkeeping software

$300/mo

Expert done-for-you monthly bookkeeping

$47/mo

Monthly financial insights and reports

$99/mo one-time-fee

Personalized federal and state quarterly tax estimates

$60/mo

Annual personal federal and state income tax returns

$60/mo

Annual business income tax return

$60/mo

Payroll (Included up to one user, + $6/person per month)

$60/mo

$255/month

Alternatives

Compared to other bookkeeping and tax services

Bookkeeping software

$65/mo

$300/mo

Done-for-you monthly bookkeeping

$300/mo

Annual personal tax return filing

$500/mo

Tax advisory with a local CPA

$500/mo

Annual business tax return filing

$1,000/mo

Payroll

$50/mo

S corporation set up and compliance

$1,500/mo

$$$$$$

See for yourself why thousands of therapists trust Heard

Leah Donatelli
LD
Leah Donatelli
USA
Trustpilot Verified

Worth every penny.

The team is so very responsive. I never feel like I am asking dumb questions which was especially helpful as I am new to private practice money management. It was the easiest bookkeeping and also tax filing experience of my life, even with multiple income streams. The ease of tax estimations and filing components makes this totally worth the price and the bookkeeping is a great added bonus. I love being able to see my expenses and income so easily to track how I am doing.

Date of Experience:
May 20, 2024
Dr Audra Horney
AH
Dr Audra Horney
USA
Trustpilot Verified

Best money I've spent on outsourcing

Best money I've spent on outsourcing! Heard has taken everything bookkeeping / financial / taxes off of my plate and done so seamlessly! I feel so much more in touch with my business financials month to month. I also used them for my business tax return and personal tax return. Everything was clear, on time, and professional. They are also super responsive via the chat/conversations feature if I have questions. TLDR; Heard has been wonderful and I recommend them to all of my therapist friends!

Date of Experience:
May 11, 2024
Lynn Burke-Reyes
LB
Lynn Burke-Reyes
USA
Trustpilot Verified

Bookkeeping and taxes made easy!

I used Heard during 2023 and it made bookkeeping painless! They sent emails frequently to remind me when to submit my bank statements or review my transactions. Heard also prepared my taxes--personal and business--with no additional charges. I didn't need to worry at all about finances. I've continued using Heard's services this year so there's one less administrative task to take me away from counseling.

Date of Experience:
April 17, 2024

Why Therapists Trust Heard

“I am so thankful that Heard exists! I am especially grateful for the ease of communicating with my bookkeepers who are accessible and answer questions without any additional fees.”

Elizabeth Hinkle
LMFT

“I am so thankful that Heard exists! I am especially grateful for the ease of communicating with my bookkeepers who are accessible and answer questions without any additional fees.”

Dr. MaryBeth Bailar
PsyD

“Heard makes everything simple when it comes to tracking my finances. I love that I can manage my books and file my taxes all from one place.”

Amanda Budris
PHD

Check out our FAQs

See all FAQs

What is Heard?

Heard is the only financial management software built for 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?

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 three plans to choose from: our Starter Plan is perfect for new therapists just getting started and includes done-for-you bookkeeping services, available only to practice owners expecting less than $50,000 in annual revenue. 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 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, whereas Quickbooks is industry-agnostic. Specializing in therapy 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 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.

Heard is the only financial management software built for therapists that enables you to manage your bookkeeping, taxes, and payroll—all in one place.