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.
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Heard connects to thousands of institutions to securely import bank, credit card, and payment app transactions.
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We automatically categorize every transaction, and both your bookkeeper and CPA review transactions for accuracy.
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We determine which business expenses are tax deductible and make sure those are claimed on your tax returns.
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Each month, you’ll get a detailed report containing your profit and loss, balance sheet, and cash flow statement for the prior month.