Heard
Bookkeeping, taxes, and payroll built for therapy private practices
Founded
2019
Starting Price
$129
Category
Payroll
Last updated September 21, 2026
About Heard
Heard is a financial back-office platform for therapists and wellness practitioners in private practice, combining done-for-you bookkeeping, quarterly tax estimates, annual tax filing, and S corp payroll in one subscription. Transactions from connected bank accounts or the built-in Heard Banking account are auto-categorized into therapy-specific expense categories, and a dedicated bookkeeping team closes the books each month. Higher tiers add personal and business income tax prep and filing, S corp compliance guidance, and Gusto-powered payroll as an add-on.
Pros & Cons
Pros
- Purpose-built for therapy and wellness private practice, so expense categories, deductions, and support answers assume that context instead of generic small-business advice
- Bookkeeping, quarterly estimates, annual filing, and payroll come in one subscription, replacing a separate bookkeeper, CPA, and payroll provider
- Real humans do the books and answer questions by message or phone with no per-question or hourly billing
- S corp election guidance and ongoing compliance support, including reasonable-salary and accountable-plan help, which most DIY accounting tools do not offer
Key Features
Done-for-you bookkeeping
A dedicated bookkeeping team closes your books monthly, with income and expenses auto-sorted into categories built for therapy practices and year-end tax-ready statements.
Quarterly tax estimates
Estimates are calculated from your actual books rather than a flat percentage rule, with federal and state payment instructions, multi-state support, and filing reminders.
Annual tax prep and filing
Essential and Premium plans include personal income tax prep and filing; Premium adds business returns. Lite users can add annual filing for a $750 one-time fee.
S corp election and compliance
Guidance on whether an S corp election makes sense, help electing, plus salary and distribution guidance and accountable plan creation on Premium.
Payroll powered by Gusto
Optional Premium add-on that runs payroll for the owner and employees, files payroll tax returns, and helps set a reasonable-compensation salary.
Heard Banking
Business checking, savings, and a debit card that live inside Heard, so deposits and charges flow straight into the books with no export or reconciliation, at no monthly fee or minimum balance.
Pricing
Lite
$129/month
- For solo sole-proprietor practices just starting out
- Monthly done-for-you bookkeeping with a dedicated team
- Quarterly tax estimates and payment guidance
- S corp election guidance
- Monthly P&L, profit allocation guide, deduction tracking
Best For
Solo therapist going full-time in private practice
A newly independent clinician on the Lite plan gets books set up, deductions tracked, and quarterly estimates calculated without hiring a bookkeeper.
Established sole proprietor who wants taxes handled end to end
An Essential subscriber hands off both quarterly estimates and the annual personal return, avoiding the April scramble and surprise bills.
Therapist evaluating an S corp election
A practice owner nearing the income threshold uses Heard's guidance to decide whether electing S corp status saves on self-employment tax, then gets help filing the election.
Group practice with W-2 clinicians
A Premium practice runs Gusto-powered payroll inside Heard, files payroll tax returns, and keeps S corp salary and distribution splits defensible.
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