The Private Practice Toolkit

All-in-One Practice Management for Therapists

SimplePractice is the EHR I use to run Compassion & Grace Counseling.

It manages:

• Scheduling
   
• Secure client portal
   
• Documentation & treatment plans
   
• Telehealth
   
• Billing & superbills
   
• Paperwork automation
   
• Credit card processing
   

What I appreciate most:

• Clean, intuitive interface
   
• HIPAA-compliant systems built specifically for therapists
   
• Ability to scale as your practice grows
   
• Customizable documentation templates
   
• Reliable client communication tools
   

If you’re starting a private practice or upgrading from a more fragmented system, this is a strong foundation platform.

Bookkeeping & Tax Support for Therapists

Finances are one of the biggest stressors for private practice owners.

Heard specializes in:

• Bookkeeping
   
• Quarterly tax planning
   
• S-Corp support
   
• Therapist-specific financial guidance
   

Especially helpful in your first few years of private practice.
 

Continuing Education & Certifications

I use PESI for CEUs and specialty trainings.

Useful for:

• Trauma-informed care
   
• DBT training
   
• Specialized certifications
   
• Affordable CEU bundles

• And much more!
  
   

Recovery, Sleep & Stress Insights for Therapists

Running a practice — and simply being a therapist — asks a lot of your nervous system.

We spend hours each day staying emotionally present, attuned, regulated, and responsive to other people. Add documentation, business responsibilities, family life, exercise, and everything happening outside the therapy room, and it can be surprisingly easy to miss the signs that we are becoming depleted.

WHOOP is the wearable I use to better understand what my body is doing behind the scenes.

Rather than focusing primarily on steps or calories, WHOOP tracks patterns related to:

• Sleep and sleep consistency
• Recovery
• Heart rate variability (HRV)
• Resting heart rate
• Physiological stress
• Daily strain and activity
• Habits and behaviors that may affect recovery

What I appreciate most is the ability to notice patterns over time. I can see when my body is recovering well, when stress is accumulating, and when I may need to be more intentional about sleep, movement, recovery, or simply not adding one more thing to my plate.

For therapists especially, I think there is value in having an objective reminder that our capacity matters, too.

WHOOP isn't therapy, medical care, or a substitute for actually listening to your body. It's simply another source of information — one I personally find useful for supporting my own wellness and sustainability both inside and outside the therapy room.

Why I like it:

• Screen-free wearable with no distracting notifications
• Tracks sleep, recovery, strain, and physiological stress
• Helps identify longer-term patterns rather than relying only on how I think I'm feeling
• Journal features allow you to explore how different habits affect recovery
• Useful whether you're highly active or simply trying to take better care of yourself while doing demanding work

A nice bonus for clinicians: WHOOP currently offers eligible healthcare professionals a 50% subsidy on new WHOOP Life memberships and eligible 12-month membership extensions.