Access your exclusive offer: 20% off an annual plan*
Heard and hellonote partner to simplify the financial side of your private practice. By streamlining your financial operating system—from bookkeeping to taxes—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.
Bookkeeping, reviewed every month
A dedicated bookkeeper reviews your books each month and flags anything that needs your attention. No spreadsheets to keep up to date.
- Compatible banks sync automatically
- Every transaction categorized for your practice
- Clean books ready for tax time, every month
Taxes don’t have to be overwhelming
Annual filing, quarterly estimates, and every therapy-specific deduction — all done by people who only file for private practice.
- Federal and state returns filed for you
- Quarterly estimates calculated from real-time books
- Deductions specific to therapists automatically tracked
S corp, the easy way
If your net income is over $100,000, an S corp can save you thousands. Heard evaluates if it fits and handles the whole transition.
- Free S corp assessment based on your actual numbers
- Election, payroll setup, and compliance handled
- Reasonable salary calculated for you
A team that knows therapists
Message with a expert from our team any day of the week. No upsells, no per-question fees.
- Real humans
- Same-day response on business days
- Expert guidance when life or practice changes
Reports & tools that make sense
Profit & loss, cash flow, and allocation guidance, all in plain language. No accounting vocabulary required.
- P&L and balance sheets on demand
- Owner-allocation guide across taxes, savings, and pay
- Export everything to share with your accountant
Payroll made simple
Pay yourself (and your team) and maintain compliance with Heard Payroll, our streamlined payroll solution.
- Seamlessly pay yourself and your staff via direct deposit.
- Easily generate W2 and 1099 forms for tax time
- We file payroll taxes for you every time you run payroll.
Business Banking,* built for therapists
Banking, bookkeeping, and taxes under one login. Sync and categorize every transaction automatically. No exports, second tools, or extra cost.
Therapists and wellness practitioners save time and money with Heard.
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.
Manage your finances with ease
Getting started is easy with specialized automatic bookkeeping and live onboarding support.
Get Started NowHow it works
Join and instantly get organized books
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.
Past transactions get reviewed for accuracy
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.
Get live onboarding support
Join a group onboarding webinar. Our advisors will answer your questions and help you get set up on Heard.
You’re ready to go!
After your books are organized, you will be fully onboarded with Heard.
See for yourself why thousands of practitioners trust Heard
Worth every penny.
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
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!
Bookkeeping and taxes made easy!
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.