Free financial resources, fact-checked by experts

Download free templates, cheatsheets, and checklists to help you manage your therapy practice finances.

LLC and PLLC Registration Checklist for Therapists

While the exact procedure varies from state to state, generally speaking, you can use this checklist as a guide to register a Limited Liability Company (LLC) or Professional Limited Liability Company (PLLC) for your therapy practice.

Marketing Checklist for Therapists

Put these pieces together, and you'll have a full-fledged marketing machine for your therapy practice.

Private Practice Startup Checklist

Starting your own therapy practice can feel like a giant task. The best antidote for overwhelm? Breaking it up into manageable pieces. Use this checklist to prepare your practice for launch.

HIPAA-Compliance Checklist for Therapists

Use this checklist to ensure your therapy practice is 100% compliant with HIPAA guidelines.

Relocation Checklist for Therapists

Moving your therapy practice to a new state? Here's everything you need to tackle in one checklist.

S Corp Election Checklist

Use this checklist as a rough guide to forming an S corporation for your therapy practice. As always, consult with an accountant before taking any steps that could affect your finances or tax status.

The Heard Independent Contractor Checklist

This resource covers everything you need to know if you are hiring or employing an independent contractor for your therapy practice.

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.

Chart of Accounts Template for Therapists

This free chart of accounts includes most assets, liabilities, revenue, expenses, and equity relevant to the majority of single person therapy practices.

Retirement Planning Cheatsheet for Therapists

Whether you're flying solo or heading up a team of therapists, you have a number of options in terms of retirement plans.

The Heard Monthly Financial Planning Checklist

Use this checklist to stay on top of your therapy practice's finances and set yourself up for success each month.

Tax Deduction Cheatsheet for S Corporation Therapists

Use this cheatsheet to maximize your deductions and save money on taxes for your S corp therapy practice.

Tax Deduction Cheatsheet for Therapists

Use this cheatsheet to maximize your deductions and save money on taxes for your therapy practice.

Tax Prep Checklist for S Corp Therapists

Here's everything you need to bring to your accountant when you file your S corp taxes.

Tax Season Checklist for Therapists

If your therapy practice operates as a sole proprietorship, S corporation, or partnership, use this list to prepare you for your tax season visit to the accountant’s office.

Tax Tips Cheatsheet for S Corp Therapists

Follow these 10 tips to reduce your tax burden and set your S corp therapy practice on track for savings.

The Quarterly Estimated Tax Worksheet for S Corp Therapists

If your S corp therapy practice owes over $1,000 in taxes, you're required to pay in quarterly installments. This worksheet gives you the tools to calculate how much you should pay.

The Quarterly Estimated Tax Worksheet for Therapists

If your therapy practice owes more than $1,000 in taxes, you’re required to pay in quarterly installments. This worksheet gives you the tools to calculate how much you should pay.

Income Stream Cheatsheet for Therapists

Use this cheatsheet to explore which additional income streams or "side hustles" may be available to you as a therapist.

Invoice Template for Therapists

When you run your own therapy practice, good invoicing helps you get paid faster. Use this template as a guide to invoice clients for your therapy practice.

The Heard 2023 Financial State of Private Practice Report

Using data collected from over 1,000 therapists, we’re sharing insights about how much clinicians are earning, spending, and how they feel about their financial future.

The Heard 2024 Financial State of Private Practice Report

For the second year in a row, we surveyed therapists nationwide to better understand the state of private practice finances in the United States today.

The Heard 2025 Financial State of Private Practice Report

For the third year in a row, we surveyed therapists nationwide to better understand the state of private practice finances in the United States today.

Explore free articles, guides, and tools developed by experts to help you understand and manage your therapy practice finances.

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