Here at Heard, we are passionate about working with private practice owners. Why? Because the work you do in the world matters and you shouldn't have to be a financial expert to build the thriving private practice you dreamed of.
When you become a member, you get your own accounting team and software to track and manage your finances.
We start with a free consultation to better understand your needs.
We only accept members we are confident we can support.
Meet your team and set up your personalized back office system.
You will have a single point of contact for all tax and financial questions.
Your team will do a financial quarterly review with you four times a year to help close your books, review your finances and file your taxes.
With a dedicated team, you'll run your business with confidence and be able to focus on building a practice you love.
Most accountants serve a variety of businesses, which means that their services are overpriced for private practices.
Save hundreds of dollars per year
Work with an expert who understands your practice
Use a platform built just for mental health clinicians
Wrestling with Excel probably isn’t what you had in mind when you went into private practice. We’ll track your income and expenses and send you monthly reports.
Our automatic tracking, categorization and reporting saves you time each month
Avoid missed transactions or data entry errors
Keep a historic record of your practice's performance, month over month
Heard syncs with thousands of banks, credit cards, and payment apps to pull in transactions automatically. We handle categorizing everything so you don’t have to.
Get a professional accountant you can afford, and powerful software without the financial jargon.
Dedicated Finance Expert
Cash Basis Bookkeeping
Profit and loss, balance sheet, and cash flow statements
Expert Support and Advice
Everything in Basic
Quarterly business tax prep & filings
Annual business tax prep & filing
Monthly Phone Reviews
Everything in Pro + additional add-ons.
Contact us to learn more about how Heard can support your group practice finances.
Set up Payroll as a newly formed entity.
60 minutes of free-form tax and business consultation.
Register your business as an S Corporation, LLC or Partnership
Schedule a free consultation to learn how Heard will help you gain peace of mind over your practice finances, so you can get back to doing the work you love.