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 bookkeepers who know how mental health practices work. We make sure that you're well-prepared for tax season and that you have a complete and accurate financial picture of your practice every month.
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.