Heard vs Sorso: when you outgrow Heard
TL;DR: Heard is built for solo therapists. You started on Heard when you were one clinician. You added two more. Now Heard's own pricing page says they do not work with multi-owner firms, C-corps, or practices outside the U.S. This page is for the therapy-group owners who hit that wall and need to know what comes next. Sorso Accounting at $3,000-$4,000/mo is the natural step up: healthcare-specialized monthly close, billing reconciliation, location-level P&L, payer-mix analysis, and provider-level profitability for multi-provider therapy groups.
Option A
Heard
Software-led bookkeeping, tax, and S-corp compliance platform built specifically for solo therapists. Essential at $169/mo and Premium at $255/mo on annual pricing. Heard's own pricing page states: 'We do not work with non-health practices, practices based outside the United States, practices with multiple owners, and practices taxed as C corporations.'
Option B
Sorso Accounting
Healthcare-specialized monthly accounting for multi-provider therapy groups and other outpatient clinics. Built for practices that have outgrown solo-therapist tools: $1M+ revenue, multiple clinicians, multiple owners, multiple locations, or C-corp structure. $3,000-$4,000/mo with a 45-day money-back guarantee. Sorso Fractional CFO is a separate service starting at $4,000/mo for groups that also need strategic finance work.
| Category | Heard | Sorso Accounting |
|---|---|---|
| Monthly price | $169/mo Essential (annual pricing), $255/mo Premium (annual pricing). | $3,000-$4,000/mo for healthcare-specialized accounting. Fractional CFO available separately starting at $4,000/mo. |
| Target customer (per Heard's own pricing page) | Solo therapists only. Heard's pricing page explicitly states they do not work with non-health practices, non-U.S. practices, practices with multiple owners, or practices taxed as C-corps. | Multi-provider therapy groups and other outpatient clinics, $1M-$50M in revenue, multi-owner or multi-location, billing commercial and government payers. |
| Specialty fit | Built around solo mental health and therapy practitioners with simple billing. | Built around multi-provider outpatient practices in mental health, PT, dental, dermatology, urgent care, med spa, chiropractic, and similar specialties with payer-driven revenue cycles. |
| Multi-owner support | Not supported. Per Heard's pricing page, multi-owner firms are outside their service. | Standard. Multi-owner partnerships and groups are the typical Sorso engagement. |
| C-corp support | Not supported. Per Heard's pricing page, C-corps are outside their service. | Standard. Sorso works with LLC, S-corp, and C-corp clinics. |
| Bookkeeping model | Done-for-you monthly bookkeeping handled inside the Heard platform. | Done-for-you monthly close run by a healthcare accounting team. Works with QuickBooks, Xero, or Sage Intacct, connected to your practice management system. |
| Tax filing | Quarterly estimates and annual tax filing included. Premium plan includes Form 1120-S preparation and S-corp guidance. | Coordinated with your CPA or referred to a healthcare-specialized CPA partner. Sorso does not file returns directly. |
| Practice management integration | Limited. Built around bank feeds and Stripe, not around PM/EHR billing data. | Standard. Connects to PM systems (SimplePractice, TheraNest, athenahealth, eClinicalWorks, Kareo, Open Dental, Dentrix, and similar) to reconcile billing data, payer remits, and adjustments against the ledger. |
| Healthcare KPI reporting | Standard P&L and expense reporting. No payer mix, denial rate, days in AR, or provider productivity reporting. | Payer mix, collection rate, denial rate, days in AR, revenue per visit, provider-level profitability, and location-level P&L with allocated overhead. |
| Fractional CFO services | Not offered. | Available as a separate service starting at $4,000/mo. Forecasting, payer negotiation analysis, expansion modeling, comp redesign, exit prep. |
| Contract and guarantee | Annual pricing for the rates above. No money-back guarantee published on the pricing page. | 1-year contract. 45-day money-back guarantee. Onboarding $3,000-$9,000 depending on cleanup needed. |
| Best for | Solo therapists who want bookkeeping plus tax filing in one platform at predictable monthly pricing. | Therapy groups that have added clinicians, taken on partners, opened a second location, incorporated as a C-corp, or crossed $1M in revenue. |
Pricing verified April 2026. Always check vendor sites for current pricing.
Heard wins for solo therapists. Sorso Accounting wins once you have outgrown solo-therapist tools.
Heard is genuinely well-built for one job: solo therapists. If you are a single-clinician practice on cash-pay or simple insurance, the bookkeeping-plus-tax bundle at $169-$255/mo is the right call. The reason this comparison exists is that Heard tells you when you no longer fit. Their pricing page is explicit: no multi-owner firms, no C-corps, no non-U.S. practices. So the real question is not 'Heard vs Sorso' for a solo therapist (Heard wins, every time). The real question is what to do once you have added two clinicians, taken on a partner, opened a second location, or crossed $1M in collections. At that point Heard says no, and the work that actually drives the business shows up: provider-level profitability, location P&Ls, payer-mix analysis, and billing-to-books reconciliation. Sorso Accounting at $3,000-$4,000/mo is built for that stage. If you also want strategic finance on top of accounting (expansion modeling, payer negotiation, exit prep), Sorso Fractional CFO is a separate service starting at $4,000/mo.
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