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Special Offer for PracticeBetter Summit Attendees
5% off Annual Plans + 1 Month Free = $500+ in Heard Savings.
Try Heard free for 14 days when you book a consult.
Streamline your bookkeeping and taxes
Done-for-you Bookkeeping
Heard handles your monthly bookkeeping and provides easy-to-understand reports so you can get a full picture of the money you spend and earn.
Year-Round Tax Support
We handle your quarterly tax payments and reminders, annual return filings, and expense tracking to maximize deductions.
Unlimited Support From Experts
Get 24/7 tax and financial guidance through the Heard platform, with responses guaranteed within 1 business day.
MANAGE YOUR FINANCIALS WITH HEARD
A simple accounting experience, built for therapists
A simple accounting experience, built for health and wellness practitioners
Book a free consult
Onboarding
Get started with Heard
Sign up, connect your bank account(s), and attend a group onboarding session to get set up on Heard with the option to schedule a 1:1 follow up session.
SMART Bookkeeping
Get your books organized
We’ll automatically categorize your historical transactions and check them against your statements, with your dedicated bookkeeping team reviewing for accuracy. You get a clear, ongoing picture of your business income and expenses to inform business decisions and accurate tax payments.
YEAR ROUND TAX SUPPORT
Stay on top of your tax payments
Leave your taxes to us – from quarterly estimates to comprehensive annual returns. Our platform and tax experts analyze your finances to deliver accurate quarterly estimates and identify all available deductions.
We manage your complete tax preparation, ensuring you never miss a deadline while maximizing every tax advantage available to you.
REAL TIME FINANCIAL INSIGHTS
Track your money with confidence
Heard provides easy-to-understand reports so you can get a full picture of the money you spend and earn.See how much income and profit you make monthly. Identify slower months. Use that information to anticipate slower times of year so you can plan ahead.
Set goals to increase profit. Now that you know where you stand, decide if you want to add sessions, diversify your income streams, or adjust your rates.
Set goals to increase profit. Now that you know where you stand, decide if you want to add sessions, diversify your income streams, or adjust your rates.
One place to manage your finances
Join the thousands of therapists that choose Heard for stress-free finances. Our plans are 100% tax deductible.
Join the thousands of health and wellness practitioners that choose Heard for stress-free finances. Our plans are 100% tax deductible.
*This promotion is only applicable for the annual plans with upfront annual billing.
Annual Plan
Save 15%
Save 15%
Partners receive an extra 15% discount on annual Pricing*
Essential
Done-for-you bookkeeping, financial reports, and year-round taxes for solo sole proprietors.
$169/mo (billed annually)
$2,028 one-time charge
Monthly billing available at $179/mo
Includes the following:
Bookkeeping
Monthly done-for-you bookkeeping
Complete monthly bookkeeping service where our platform and your dedicated bookkeeping team keeps your books up-to-date, organized, and accurate.
Connect multiple business bank accounts
Easily sync all your business checking, savings, and credit card accounts via a secure integration for complete financial tracking in one place.
Dedicated bookkeeping team
Your dedicated bookkeeping team reviews your transactions that are automatically categorized by the Heard platform to ensure accuracy and handles account reconciliation for your practice.
Year-end tax ready books
Your books are organized and prepared for seamless annual tax filing within the Heard platform (must upgrade to essential or premium plan if Heard tax prep and filing is required or work with outside tax preparer).
Tax deduction tracking
We categorize and track all business expenses to ensure you capture every eligible tax deduction.
TAXES
Quarterly tax estimates and payment guidance
Every quarter, we calculate your estimated state and federal tax payments, remind you when to pay so you never miss a deadline, and provide step-by-step guidance on how to pay.
S corp election guidance and support
We'll assess if S corp is right for your practice via a personalized readiness report. If S corp makes sense, we’ll file Form 2553 for you to elect your therapy practice to be taxed as an S corporation by the IRS. We help you meet S corporation requirements: Incorporation and EIN changes.
Personal income tax prep and filing
Our team files your annual state and federal personal income tax return (1040). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings. If needed, we prepare and file your joint tax return with your spouse. We cannot file for the spouse if they are filing separately.
Document management and automated filing reminders
Secure storage for all your tax documents with automatic reminders when it's time to file quarterly estimates and annual returns.
Free tax extension filing support (as needed)
If you need more time to file your taxes come annual tax season, we'll handle filing extensions at no additional cost to keep you compliant with deadlines. We will establish a deadline for when you must file an extension request by.
REPORTS & tracking
Monthly income, expense, and profit reports and tracking
Get easy-to-understand financial reports showing your practice's performance, cash flow, and profitability trends over time.
Profit and loss statements
Get professional P&L statements that clearly show your income, expenses, and net profit for tax purposes and business planning.
Profit allocation guide
A planning tool that helps you determine how to distribute your profits across taxes, savings, retirement and more based on your financial situation.
Real-time income tracking and goal monitoring
Track your income in real-time and monitor progress toward an annual income goal throughout the year.
Expert SUPPORT
Assisted onboarding with specialists
Group and one-on-one setup help from our team to get your account setup correctly from day one.
Unlimited messaging and live phone support for all financial matters
Get help with day-to-day bookkeeping, platform features, and general business questions. Tax support not included, must upgrade to premium or essential plan.
Webinar Q&A sessions
Group webinar sessions where you can ask questions and learn best practices for managing your Heard account.
Partners receive an extra 15% discount on annual Pricing*