The only financial platform built for private practice
Get tax support year-round, done-for-you bookkeeping, and guidance from a team that specializes in therapists and wellness practitioners.
Get started60 hrs
Saved per year in financial record keeping
5,000+
Therapists trust Heard to handle their finances
$198M
In tax-deductible expenses tracked in 2025
Save time and money by streamlining your finances
Time is money as a therapist and wellness practitioner. Every hour spent wrangling your finances is an hour of lost income potential. We help you get time back to re-invest in your business or use for self-care.
Staying organized has never been so easy
Connect your bank account once, and then we take over. Your dedicated team of bookkeeping experts and Heard’s smart platform automatically categorize every expense and your income. At the end of each month, we ensure your books are accurate and check them against your bank statements.
Every now and then we’ll ask you to confirm a transaction or two so your books stay accruate and tax-ready.
Taxes don’t have to be overwhelming
Heard keeps you organized and on track. We provide quarterly tax estimates and step-by-step payment guidance, track deductible expenses, and file both your business and personal federal and state tax returns (even if you file jointly).
Run your practice with confidence knowing you’re paying the right amount, optimizing your taxes where it matters most, and getting hands-on guidance every step of the way. With Heard, you’ll never miss a payment or overpay again.
Save more and stress less with the right business structure
Choosing and maintaining S corp status can help you save on taxes, but figuring it out alone can feel overwhelming. Heard provides you with a personalized S corp assessment to see how much you can save, helps you elect S corp status, and helps with the year-round maintenance and compliance so you don’t have to.
We guide you through payroll, distributions, and tax requirements so you stay compliant and confident.
Get guidance from real people who get your practice
You shouldn’t have to navigate your finances alone. Heard gives you direct access to tax and accounting experts who understand the realities of running a private practice or being self-employed.
From everyday bookkeeping questions to year-end planning, our team is here to help you stay informed, supported, and confident in your decisions. You can message directly with our team or call in with quick questions between client sessions from 8am-7pm CT. With Heard, you always have a partner in your corner.
See your financial health clearly and make decisions with confidence
Stop guessing about how your practice is performing. Heard turns your financial data into simple, easy-to-understand reports that show exactly where your money is going. In addition to real-time profit, income, and expense reports, you get an up-to date profit and loss statement.
We help you see trends, track progress, and plan for growth. Set income goals and see how you are progressing towards them in-real-time.
Pay yourself and your team accurately, directly in Heard
Managing payroll doesn’t have to be stressful. Heard automates the process so payments, taxes, and withholdings happen on time and correctly.
We handle the details so you stay compliant and stress-free. With Heard, payroll runs smoothly in the background while you focus on your clients and your business. Add on for $39/month and $6/employee/month.
Keep your finances on track at every stage
Running a practice can be expensive and draining. We help you keep more of your hard-earned money at every stage by maximizing your tax deductions and exploring tax optimization strategies like S corp election.
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Solo or Group Practices
Practices of all sizes use Heard to manage their finances
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Sole Prop, P/LLC, or S corporation
We support different entity types and help you make the transition
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Getting started or growing
A solid financial foundation is critical at every stage
We’re trusted by thousands of therapists
Read more reviewsSee how Heard works
Track your finances, view reports, and get support in a single convenient, easy-to-use dashboard.
Got questions? We are here for you!
Free financial resources for therapists and wellness practitioners
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 two plans to choose from: 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.