Heard Alternatives for Therapists

bookkeepz

Fits: Insurance-paneled practices and group practices with supervisees, associates, or more than one owner that want a dedicated bookkeeper in their own QuickBooks Online account.

Published plans: Starter from $199/mo, Grow from $349/mo, Surge custom, billed monthly with no long-term contract. Tax work is a separate engagement with PizzelloCPA, PLLC; CPA review of every monthly deliverable is part of Surge only.

Worth knowing: Tax filing is not bundled into the bookkeeping fee; it is a separate engagement with PizzelloCPA, PLLC.

TL;DR: Accounting

Fits: Therapists who want monthly bookkeeping and their returns under one flat monthly fee from a therapist-focused firm.

As listed on their site (September 2026): Monthly Accounting for LLC starting at $199/month (monthly bookkeeping plus the 1040), for S-Corp starting at $349/month (monthly bookkeeping plus the 1040 and 1120-S, one shareholder), and custom pricing for partnerships and C corporations. Their page lists a complimentary QuickBooks subscription and no setup fee or deposit.

Worth knowing: Payroll is listed as an add-on option.

Wellness Fi

Fits: Psychologists, counselors, and therapists who want bookkeeping plus a dedicated tax advisor and proactive tax strategy from a wellness-focused firm.

As listed on their site (September 2026): Foundations $218/mo flat for quarterly books, Full-Service starting at $295/mo for monthly books with a dedicated tax advisor, and CFO/Growth starting at $895/mo. Tax filing is added to any plan: personal +$60/mo, business +$75/mo.

Worth knowing: Their services page shows more than one price table, including revenue-based pricing, so confirm the current plan with them directly.

Collective

Fits: Solo therapists running as an LLC or S corp who want formation, automated bookkeeping, owner payroll, and the S corp return in one subscription.

As listed on their site (September 2026): LLC $199/month and S Corp $349/month billed monthly (15% off yearly). The S Corp plan includes Form 2553, the 1120-S, and member and contractor payroll.

Worth knowing: Plans are described as built for solopreneurs.

QuickBooks Live

Fits: Practices that want general bookkeeping sold and run by Intuit inside QuickBooks Online, with tax work handled elsewhere.

As listed on their site (September 2026): Expert Full Service Bookkeeping starting at $300/mo after an initial cleanup fee, with a dedicated QuickBooks-certified bookkeeper. Tax preparation and filing are not included.

Worth knowing: Intuit’s page says the full-service tier excludes invoicing, bill pay, and receivables and payables management.

Bench

Fits: Smaller practices that want an online service with flat published pricing and do not need therapy-specific reconciliation.

As listed on their site (September 2026): Bookkeeping Light $199/mo (revenue of $250K or less), Bookkeeping $399/mo, and Bookkeeping + Tax $649/mo with business tax filing, with 20% off for paying for 12 months. A Fractional bookkeeper option is $55/hr plus $1,200 one-time onboarding.

Worth knowing: Bench describes its Bookkeeping + Software service as done in Bench’s proprietary technology, and its FAQ says Bench bookkeepers can also work within your existing QuickBooks account. Bench lists healthcare professionals among the 70+ industries it supports.

1-800Accountant

Fits: Owners whose main need is tax filing and year-round tax advice, with bookkeeping bundled on the top plan.

As listed on their site (September 2026): Tax Advisory $209/mo, Starter $299/mo (personal return plus one entity return), and Business Complete $469/mo (adds full-service bookkeeping with a dedicated bookkeeper starting at 75 monthly transactions), each billed annually.

Worth knowing: The pages we checked do not describe a therapist-specific offering.

Pilot

Fits: Practices that want cash-basis books with AI categorization and are comfortable with a standard chart of accounts.

As listed on their site (September 2026): Essentials $99/month for up to $100,000 in monthly expenses, described as AI categorizing transactions, reconciling accounts, and closing books monthly. Tax filing is priced separately, starting at $1,000+/year for single member LLCs and $2,000+/year for partnerships and S corps, billed annually, and Pilot’s page says it must be purchased with Pilot Bookkeeping.

Worth knowing: The pages we checked do not describe a therapist-specific offering, and Essentials uses a standard chart of accounts.

Keeper

Fits: Solo, cash-pay therapists or 1099 contractors who mostly need deductions tracked and a return filed, and are comfortable with software doing the categorizing.

As listed on their site (September 2026): Monthly $20/mo (tracking only, tax filing not included), Standard $199/yr (federal plus up to two state returns, reviewed and signed by a tax pro), Premium $399/yr, and Business $1,199/yr for S corps and partnerships.

Worth knowing: Their page describes automatic expense tracking with AI categorization.

What are the best alternatives to Heard for therapists?

It depends on what you want to change. For a bundled bill from a therapist-focused firm, TL;DR: Accounting and Wellness Fi publish plans that include bookkeeping with tax filing included or added on. For a solo S corp bundle, Collective. For Intuit’s own service inside QuickBooks Online, QuickBooks Live. For flat published pricing from general small-business services, Bench, 1-800Accountant, or Pilot. For software with a tax filing, Keeper. For a dedicated bookkeeper in your own QuickBooks Online account with insurance reconciliation and group practice support, bookkeepz. Every price on this page is as listed on each provider’s own site in September 2026.

Which Heard alternative works for a practice with more than one owner?

Heard’s FAQ states it does not work with practices that have multiple owners. Among the options on this page, TL;DR: Accounting lists custom pricing for partnerships, and bookkeepz keeps per-owner profit allocations in the books for group practices. Ask any provider directly how they handle books for a practice with more than one owner.

Which alternatives keep my books in QuickBooks Online?

bookkeepz works in your own QuickBooks Online account on every package. QuickBooks Live runs inside QuickBooks Online by design. TL;DR: Accounting lists a complimentary QuickBooks subscription on its plans. Bench describes its Bookkeeping + Software service as done in its proprietary technology, and its FAQ says its bookkeepers can also work within your existing QuickBooks account. For any provider, ask whose account the books live in and what you can export if you leave.

Is a cheaper Heard alternative worth it?

Compare a full year, not a monthly sticker. Add catch-up bookkeeping, tax filing, payroll, and any add-ons to each option, then compare the totals against the work your practice actually needs done, such as insurance reconciliation or supervisee splits.

Does bookkeepz prepare tax returns like Heard?

No. bookkeepz does the bookkeeping. Tax preparation and filing are performed by PizzelloCPA, PLLC, our affiliated licensed CPA firm, under a separate engagement coordinated with your bookkeeper.