Keeping complete and accurate financial records isn’t the most glamorous part of running a private practice, but you can’t have a healthy practice without them.
That’s why Heard combines smart software with real human bookkeepers that know how mental health practices work. We make sure that you’ve got a complete and accurate financial picture every month and that everything is ready to go for tax season.
Heard connects to thousands of institutions to securely import bank, credit card, and payment app transactions.
We automatically categorize every transaction, and both your bookkeeper and CPA review transactions for accuracy.
We determine which business expenses are tax deductible and make sure those are claimed on your tax returns.
Each month, you’ll get a detailed report containing your profit and loss, balance sheet, and cash flow statement for the prior month.