The accounting platform built for therapists
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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.
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Heard is truly a company dedicated to therapists like me, who are not accountants and wish to never be. I cannot recommend Heard highly enough!
Dr. Erica Simon
Licensed Clinical Psychologist
MANAGE YOUR FINANCIALS WITH HEARD
A simple accounting experience, built for therapists
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 Practice Finances
Our monthly or annual subscription covers all your tax, accounting, and bookkeeping needs. Plus, get special discounts and add-ons when you file your 2024 taxes with us. 100% tax deductible.
Sole Proprietor
You’re taxed as a Sole Proprietor
If you don’t form a business entity, then you are taxed as a sole proprietor. If you form an LLC, then you’re still taxed as a sole proprietor unless you elect to be taxed as an S corporation.
Save 15%
Annual Plan
$169/mo
$2,028 Billed annually
includes:
Annual income tax prep and filing (personal)
Our team files your annual state and federal personal income tax return. Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeper will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
S corp readiness report and election support
We'll run an assessment to determine when it's the right time to form an S Corporation. If the time is right, we file the paperwork to help you elect S corp.
Unlimited messaging support and guidance from CPAs and tax professionals
Message with our team of CPAs and tax professionals to get all of your tax, accounting, and finance question answered. Our team responds within 8 business hours and guides you through important financial decisions.
Catch Up Bookkeeping
one-Time Fee
We require a one-time fee of $99/mo for months of catch up bookkeeping. The first step in setting you up on Heard is organizing your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
S Corporation
You’re taxed as an S Corporation
An S corporation is an IRS tax designation. After you form a business entity, then you can elect to be taxed as an S corporation.
Save 15%
Annual Plan
$255/mo
$3,060 Billed annually
everything in Sole proprietor, plus:
Annual personal income tax return prep and filing
Our third-party partners prepare and file your personal income annual taxes (Form 1040) and business income annual taxes. Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings.
Reasonable salary determination and S corp compliance
We'll review your reasonable salary to make sure you're paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice's profits and overall business success.
Payroll setup assistance and management
We help you setup and run your payroll through our integration with Gusto. Run payroll directly in your Heard platform to ensure you stay compliant as an S corp. One user included in your Heard membership.
Catch Up Bookkeeping
one-Time Fee
We require a one-time fee of $99/mo for months of catch up bookkeeping. The first step in setting you up on Heard is organizing your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.
Sole Proprietor or S Corporation
Best Value
Annual Plan
$255/mo
$3,060 Billed annually
Includes:
Annual income tax prep and filing (personal and business)
Our third-party partners prepare and file your personal income annual taxes (Form 1040) and business income annual taxes. Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings.
Quarterly personalized tax estimates
Every quarter, we calculate your estimated payments and remind you when to pay so you never miss a deadline.
Monthly bookkeeping done for you
Your dedicated bookkeeping team will review and categorize your transactions for your business and identify tax-deductible expenses.
Financial insights and profit allocation guide
We share monthly financial reports and allocation guide to help you confidently allocate your profit. Financial reports are automatically generated once bookkeeping is complete, with a summary of your cash flow and profit and loss. This helps you better understand your practice finances.
Reasonable salary determination and S corp compliance
We'll run an assessment to determine when it's the right time to form an S Corporation. If the time is right, we file the paperwork to help you elect S corp.
S corp readiness report and election support
We'll review your reasonable salary to make sure you're paying yourself the right amount. Setting a reasonable salary that is not too high or too low can affect your practice's profits and overall business success.
Unlimited messaging support and guidance from CPAs and tax professionals
Message with our team of CPAs and tax professionals to get all of your tax, accounting, and finance question answered. Our team responds within 8 business hours and guides you through important financial decisions.
Payroll setup assistance and management
We make sure you stay compliant and avoid fees or penalties from the IRS. We audit your books and advise you if you aren’t compliant with S Corporation tax regulations and provide resources for you to keep on hand so you understand how to remain in compliance.
We help you setup and run your payroll through our integration with Gusto. Run payroll directly in your Heard platform to ensure you stay compliant as an S corp. One user included in your Heard membership.
Catch Up Bookkeeping
one-Time Fee
We require a one-time fee of $99/mo for months of catch up bookkeeping. The first step in setting you up on Heard is organizing your books. Your Heard bookkeeping team will review, categorize and classify all your past and current year transactions for you. This ensures that Heard finds all of the deductions that you qualify for.
To get your books up-to-date, a one-time catch up bookkeeping fee of $99 for each month of transactions needed to be reviewed will be applied at checkout.