Everything you need in one place, for one affordable monthly price.

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Thank you! Your submission has been received!
Talk to an expert who knows your practice
Track your practice's financial health
Get your taxes done right
Tax-deductible and pays for itself within months
$149
per month
$1,380
per year
Billed monthly
Billed monthly
Billed annually
Billed annually
That’s $480 in annual savings
$249
per month
$2,241
per year
Billed monthly
Billed monthly
Billed annually
Billed annually
That’s $747 in annual savings
"As a group practice owner I was burnt out and worried each year I was missing something from the financial standpoint. With Heard, I don’t have that worry, pressure or stress anymore."
Sarah Rivera
LPC-S
"Heard offers a great platform for bookkeeping services, with a suite of tools that every therapist must have. Their team is always ready and willing to help you out when needed. "
Dr. Jada Philips
PhD
"Heard has been so easy to switch from Quickbooks. I appreciate the ease of use of their system. The people have been real and kind! I am excited for the accounting future instead of dreading."
Laurie Ward
LPC

How it works

You shouldn't have to be a financial expert to build the thriving private practice you dreamed of. When you join Heard, you’ll be matched with an expert who understands mental health providers and all of your practice’s finances will be managed in one convenient app.

What Heard does

Consolidate your bookkeeping accounts

Record and categorize all of your business transactions
Identify tax-deductible expenses
Generate financial reports

Help with your taxes

Prepare your business tax returns
Prepare your personal tax return (additional cost for S Corps)
Estimate quarterly taxes due

Tax-saving strategies

Meet 1:1 via web meeting every quarter
Review upcoming estimated tax payments
Recommend the right business structure
Advise you on how much to pay yourself
Recommend retirement plan options

Payroll setup and management

Set up Gusto payroll service to pay employees and contractors
File new hire reports with state
Prepare and file quarterly payroll returns
Take care of payroll tax withholding and filings
Issue and file W2s and 1099s

Frequently Asked Questions

How does pricing work?

Can I cancel at anytime?

How does bookkeeping help your private practice? 

What does my bookkeeper do?

What if I already have an accountant or a CPA?

What are the steps to getting started with Heard? 

How long does it take to get my historical bookkeeping caught up?

What does the bookkeeping process look like each month?

Do you support invoicing, medical billing and payroll functionality?

How do taxes work with Heard? Can I get my taxes filed with Heard?

Will Heard handle my personal federal and state income tax filings?

Can Heard file taxes in my state?

Can Heard help me set up a retirement account?

What kind of questions can I ask the Heard Tax team?

What is the difference between Heard and Quickbooks or Wave?

Can I connect my bank account to Heard?

Does Heard handle historical bookkeeping and tax filings?

Where is the Heard bookkeeping team located? What are their qualifications?

How long have you been in business?

"I am so thankful that Heard exists! I am especially grateful for the ease of communicating with my bookkeepers who are accessible and answer questions without any additional fees."
Dr. MaryBeth Bailar
PsyD
"Working with Heard has helped me to feel more in control of my private practice. At any given moment, I know exactly how I’m doing financially. There are no more mysteries! "
Melanie Evans
LCSW
"Heard offers a great platform for bookkeeping services, with a suite of tools that every therapist must have. Their team is always ready and willing to help you out when needed."
Dr. Jada Philips
PhD

Heard is a complete financial management service for therapists that combines software and CPAs to handle:

Get Started Now
Thank you! Your submission has been received!
Accounting
Payroll
Taxes
S corp formation