Our expert team and intuitive platform simplify your accounting. By streamlining your financial operating system, we ensure your practice remains compliant and sustainable. We handle the numbers, giving you the peace of mind to focus on your clients and yourself.
Connect your bank account once, and then we take over. Your dedicated team of bookkeeping experts and Heard’s smart platform automatically categorize every expense and your income. At the end of each month, we ensure your books are accurate and check them against your bank statements.
Every now and then we’ll ask you to confirm a transaction or two so your books stay accruate and tax-ready.
Heard keeps you organized and on track. We provide quarterly tax estimates and step-by-step payment guidance, track deductible expenses, and file both your business and personal federal and state tax returns (even if you file jointly).
Run your practice with confidence knowing you’re paying the right amount, optimizing your taxes where it matters most, and getting hands-on guidance every step of the way. With Heard, you’ll never miss a payment or overpay again.
Choosing and maintaining S corp status can help you save on taxes, but figuring it out alone can feel overwhelming. Heard provides you with a personalized S corp assessment to see how much you can save, helps you elect S corp status, and helps with the year-round maintenance and compliance so you don’t have to.
We guide you through payroll, distributions, and tax requirements so you stay compliant and confident.
You shouldn’t have to navigate your finances alone. Heard gives you direct access to tax and accounting experts who understand the realities of running a private practice or being self-employed.
From everyday bookkeeping questions to year-end planning, our team is here to help you stay informed, supported, and confident in your decisions. You can message directly with our team or call in with quick questions between client sessions from 8am-7pm CT. With Heard, you always have a partner in your corner.
Stop guessing about how your practice is performing. Heard turns your financial data into simple, easy-to-understand reports that show exactly where your money is going. In addition to real-time profit, income, and expense reports, you get an up-to date profit and loss statement.
We help you see trends, track progress, and plan for growth. Set income goals and see how you are progressing towards them in-real-time.
Managing payroll doesn’t have to be stressful. Heard automates the process so payments, taxes, and withholdings happen on time and correctly.
We handle the details so you stay compliant and stress-free. With Heard, payroll runs smoothly in the background while you focus on your clients and your business. Add on for $39/month and $6/employee/month.
Time is money as a provider. Every hour spent wrangling your finances is an hour of lost income potential.
We help you get time back to re-invest in your business—or use for self-care. And running a practice isn’t cheap. We help you keep more of your hard-earned money by maximizing your tax deductions and exploring tax optimization strategies like S corp election.
Getting started is easy with specialized automatic bookkeeping and live onboarding support.
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Connect your business bank accounts to automatically sync and categorize your past transactions. You may be asked to upload a few banks statements as well.
Our bookkeeping team will review your books, ensuring everything from before you joined Heard is fully audited and tax-ready, and will flag anything that needs further clarification.
Join a group onboarding webinar. Our advisors will answer your questions and help you get set up on Heard.
After your books are organized, you will be fully onboarded with Heard.
The team is so very responsive. I never feel like I am asking dumb questions which was especially helpful as I am new to private practice money management. It was the easiest bookkeeping and also tax filing experience of my life, even with multiple income streams. The ease of tax estimations and filing components makes this totally worth the price and the bookkeeping is a great added bonus. I love being able to see my expenses and income so easily to track how I am doing.
Best money I've spent on outsourcing! Heard has taken everything bookkeeping / financial / taxes off of my plate and done so seamlessly! I feel so much more in touch with my business financials month to month. I also used them for my business tax return and personal tax return. Everything was clear, on time, and professional. They are also super responsive via the chat/conversations feature if I have questions. TLDR; Heard has been wonderful and I recommend them to all of my therapist friends!
I used Heard during 2023 and it made bookkeeping painless! They sent emails frequently to remind me when to submit my bank statements or review my transactions. Heard also prepared my taxes--personal and business--with no additional charges. I didn't need to worry at all about finances. I've continued using Heard's services this year so there's one less administrative task to take me away from counseling.
