bookkeepz vs. Heard for Therapy Practices
An honest comparison. Heard's details below come from their own published pages as of August 2026, and if Heard is genuinely the better fit for your practice, this page will help you see that too.
The short version
Choose Heard if you are a solo, mostly cash-pay therapist who wants software, bookkeeping, and tax filing in one subscription at the lowest monthly price, and you are comfortable with your books living inside their platform.
Choose bookkeepz if you take insurance and want EOB-level reconciliation, run or plan to run a group practice (which Heard's site states they do not serve), want your books in your own QuickBooks Online account, or want your tax return prepared by a named, licensed CPA firm, PizzelloCPA, PLLC, rather than a bundled service tier.
Side by side
Inside Heard's own platform.
In your own QuickBooks Online account. You keep full access, and any CPA can pick them up if you ever leave.
A standardized service team behind the platform.
A dedicated bookkeeper who knows your practice, with CPA oversight from PizzelloCPA, PLLC.
Bundled: personal filing on Essential, business filing on Premium.
Performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement, with a named firm and a named CPA on your return.
Not served. Their site states they do not work with practices that have multiple owners.
A core client type: supervisee comp splits, partner capital accounts, K-1-ready books.
U.S. health and wellness practices.
Private practices broadly: therapists, psychologists, dentists, optometrists, PTs, veterinarians, and similar owner-run businesses.
Lite $129/mo, Essential $169/mo, Premium $255/mo (annual billing saves 15%); catch-up $99/month behind; annual filing is a $750 add-on on Lite.
Starter from $199/mo, Grow from $349/mo, Surge custom. Cleanup scoped and priced up front. Tax work quoted separately by PizzelloCPA, PLLC.
Heard plan details and limitations per joinheard.com as of August 2026. Heard is a trademark of its owner; bookkeepz is not affiliated with Heard. Verify current details on their site, since offerings change.
Common questions
Is Heard a bad product?
No, and this page won't tell you it is. For a solo, cash-pay therapist who wants one bundled bill and the lowest monthly price, Heard is a reasonable choice. The differences that matter are structural: where your books live, who serves group practices, and who signs your tax return.
Why does bookkeepz cost more per month than Heard?
Because the price buys a different service model, not the same thing at a higher sticker. Heard's tiers price a standardized platform service. Ours prices a dedicated bookkeeper doing practice-specific work in your own QuickBooks file (EOB and insurance reconciliation, supervisee comp splits, a chart of accounts built for how your practice earns), with CPA oversight from PizzelloCPA, PLLC on the tax-sensitive moves. Then compare totals rather than stickers: on Heard's published pricing, annual tax filing is a $750 add-on on Lite, catch-up bookkeeping runs $99 for each month behind, and payroll is an additional fee; on our side, cleanup is scoped and priced up front and tax work is quoted by PizzelloCPA for your actual situation. List what your practice needs for a full year, price both stacks on totals, and the gap is usually much smaller than the monthly numbers suggest.
What happens to my books if I leave each service?
With bookkeepz, nothing, because the books already live in your own QuickBooks Online subscription, so you keep clean, portable records. Leaving any platform-based service means asking what you can export and in what format. Whatever provider you choose, ask that question before you sign.
Can bookkeepz handle my taxes like Heard does?
Tax preparation and filing for our clients are performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement, coordinated with us, so you are not chasing two vendors. The difference from a bundle is that a named CPA firm prepares and signs your return, priced for your actual situation.
I run a group practice. Do I have a choice to make here?
Per Heard's own published limitations as of the date on this page, they do not serve multi-owner practices, so groups, partnerships, and practices heading toward a partner structure are exactly who we built for: supervisee splits, owner comp, and books that produce clean K-1s.
Weighing software against a service more broadly? Start with Best Accounting Software for Therapists, or see how we work with therapy practices.
Talk it through with a human
Book a free 30-minute consult. If Heard, or plain software, is honestly the better fit for your practice, we'll say so.
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