Introducing Heard Lite: bookkeeping and quarterly taxes starting at $129/month. | See the plan

Who We Help

Solo Practices

Set up your business and launch your private practice.

Group Practices

Hire other therapists and grow your group practice.

1099 Contractors

Start tracking your income and expenses as a 1099 contractor.

What We Do

Bookkeeping

Done-for-you monthly bookkeeping and financial reports.

Taxes

Personalized quarterly tax estimates and annual tax filing.

Payroll

Pay yourself and maintain compliance with Heard Payroll.

S Corp

We handle the S corp election process for you.

Support

Expert financial support when you need it.

How it Works

How Heard Works

See a breakdown of our software and services.

Pricing

Review our transparent pricing and plans.

How It Works

Pricing

Resources

Articles

Read high quality, fact-checked articles on private practice finances.

Support Center

Find answers to your questions about the Heard product

Resource Hub

Discover free articles, downloads, and other resources.

Summer Setup Grant

Learn more about the Heard Summer Setup Grant

Insurance Hub

Navigate Insurance credentialing and billing

Podcast

Listen and subscribe to Heard Business School.

Newsletter

Get the Ledger in your inbox every week.

Events

Sign up for a webinar or watch a recording.

About

About Us

Learn more about our mission and vision to help therapists.

Help Center

Find answers to your questions about the Heard platform.

Careers

View open positions and apply to join our team.

Reviews

Read reviews about Heard from real therapists.

What We Do

Bookkeeping

Done-for-you monthly bookkeeping and financial reports.

Taxes

Personalized quarterly tax estimates and annual tax filing.

Payroll

Pay yourself and maintain compliance with Heard Payroll.

S-Corp

We handle the S corp election process for you.

Support

Expert financial support when you need it.

How it Works Pricing

Resources

Resource Hub

Discover free articles, downloads, and other resources.

Summer Setup Grant

Learn more about the Heard Summer Setup Grant

Insurance Hub

Navigate Insurance credentialing and billing

Podcast

Listen and subscribe to Heard Business School.

Newsletter

Get the Ledger in your inbox every week.

Events

Sign up for a webinar or watch a recording.

About Us

Learn more about our mission and vision to help therapists.

Help Center

Find answers to your questions about the Heard platform.

Careers

View open positions and apply to join our team.

Reviews

Read reviews about Heard from real therapists.

Sign in Book a free consult

Terms of Service Privacy Policy Cookie Policy Contact us

Sign in Book a free consult

Budget Template for Therapists

Want to create a budget for your therapy practice, but feeling overwhelmed? Use the Heard therapy practice budget template to get started.

Download the Template

Enter your information below and we'll send your free resource directly to your inbox.

Lead Magnets

Tax Deduction Cheatsheet
Independent Contractor Checklist
Relocation Checklist
Monthly Financial Planning Checklist
HIPAA-Compliance Checklist
Budget Template
Private Practice Startup Checklist
S Corporation Checklist
2023 Financial State of Private Practice Report
Income Stream Cheatsheet for Therapists
LLC and PLLC Registration Checklist
Invoice Template for Therapists
Tax Season Checklist for Therapists
2024 Financial State of Private Practice Report
Quarterly Estimated Tax Worksheet
CPT Code Cheatsheet for Therapists
Insurance Credentialing Checklist for Therapists
Marketing Checklist for Therapists
Quarterly Estimated Tax Worksheet for S Corp Therapists
Tax Deduction Cheatsheet for S Corp Therapists
Retirement Planning Cheatsheet for Therapists
Tax Tip Cheatsheet for S Corp Therapists
Tax Prep Checklist for S Corp Therapists
2025 Financial State of Private Practice Report
Chart of Accounts Template for Therapists

Paying off Debt Cheatsheet

Bookkeeping Spreadsheet Template Download

Switching EHRs or EMRs: Moving Essentials Checklist

The 2026 State of Private Practice Report

Name

Email Address

By clicking Submit, I agree to Heard’s Terms of Use and Privacy Policy and consent to share my information with Jane who produced this free resource.

Your resource is ready! Click the button below to download, or check your email for the link.

Download Now Download now

Oops! Something went wrong while submitting the form.

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

Book a free consult Sign up View a product demo

Heard Technologies, Inc. is not a law or financial firm. We do not provide legal or financial services or advice. We provide self-help tools for your convenience.