Which plan is right for me?
One place to manage your finances
Join the thousands of therapists and wellness practitioners that choose Heard for stress-free finances. Our plans are 100% tax deductible.
Starter
Essential
Catch up Bookkeeping
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 value
Annual personal tax preparation
$47/mo value
Catch up bookkeeping
$199/mo value (only $99 one-time-fee with Heard)
Unlimited email support
$60/mo value
Plus...
Personalized quarterly tax estimates
Monthly financial insights
Tools to determine salary and savings allocation
Alternatives
Compared to other bookkeeping and tax services
QuickbooksBooking with expert
$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
Heard
Premium Plan
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
Payroll (Included up to one user, + $6/person per month)
Alternatives
Compared to other bookkeeping and tax services
Bookkeeping software
$65/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 and wellness practitioners trust Heard
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.
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!
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.
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?
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 and wellness practitioners 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 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.
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 and 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.