The accounting platform built for private practice owners
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.
Best Value
Annual Plan
$169/mo
$2,0282 Billed annually
includes:
Personal income tax prep and filing with unlimited state tax filing
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.
One-on-one tax advisory call with your dedicated tax preparer (add-on)
Book a 30 minute personalized tax consultation on our annual plan for 50% off with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee.
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.
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
Unlimited messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
Free introductory call with financial advisor
Book a free introductory call with a certified financial advisor to discuss your financial goals and to learn more about Heard's financial advisory add on.
Catch up bookkeeping fee $99/mo $49.50/mo (50% OFF)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping.We are offering it 50% off for the next few weeks. The first step in preparing your taxes is a review of 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.
Monthly cost
$169/mo
Total upfront fee (12 mo bookkeeping)
$1,188 $594
One-on-one tax advisory call (50% off)
$150 $75
Free introductory call with financial advisor
$75 $0
Total savings in first year
$744
Catch up bookkeeping fee $99/mo $74.25/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it 25% off for the next few weeks. The first step in preparing your taxes is a review of 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.
Monthly cost
$199/mo
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $891
Free introductory call with financial advisor
$75 $0
Total savings in first year
$669
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.
Best value
Annual Plan
$255/mo $169/mo (SAVE 33%)
Limited time offer. $2,028 Billed annually
everything in Sole proprietor, plus:
Personal income tax return prep and filing (optional add on, $450 extra) with unlimited state filing
Our third-party partners prepare and file your quarterly estimates (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings. There is an $450 extra charge for S corps.
Business income tax return prep and filing with unlimited state filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Reasonable salary determination
Payroll setup and management via Gusto (add on)
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Available as an add-on for $39/month plus $6/month per employee. Annual plan members get 3 months free.
Catch up bookkeeping fee $99/mo $49.50/mo (50% OFF)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it 50% off for the next few weeks. The first step in preparing your taxes is a review of 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.
Payroll add on $45/mo $0 for 3 months
Monthly cost
$255 $169
Total upfront fee (12 mo bookkeeping)
$1,188 $594
One-on-one tax advisory call (50% off)
$150 $75
3 months of payroll
$45/mo $0 for 3 mo
Free introductory call with financial advisor
$75 $0
Total savings in first year
$1,911
Catch up bookkeeping fee $99/mo $74.25/mo
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it 25% off for the next few weeks. The first step in preparing your taxes is a review of 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.
Monthly cost
$299 $199
Total upfront fee (12 mo of catch up bookkeeping)
$1,188 $891
Free introductory call with financial advisor
$75 $0
Total savings in first year
$1,572
Sole Proprietor or S Corporation
Best Value
Annual Plan
$255/mo
$3,060 Billed annually
Includes:
Business income tax return prep and filing (S corps only) and unlimited state filing
Our third-party partners prepare and file your business income tax return for your corporation (Form 1120-S). Because we also do your bookkeeping, we're able to maximize your deductions which translates to more savings.
Personal income tax return prep and filing (optional add on $450 extra for S corp only) and unlimited state filing
Our third-party partners prepare and file your quarterly estimates (Form 1040). Because we also do your bookkeeping, we're able to maximize your deductions which translate to tax savings. There is an $450 extra charge for S corps.
One-on-one tax advisory call with your dedicated tax preparer (add on)
Book a 30 minute personalized tax consultation for 50% off on our annual plan with your tax preparer to discuss your tax needs and strategy. You’ll be able to book additional 30 and 60 minute conversations during your tax filing process for a fee.
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, election support, and reasonable salary determination
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'll run an assessment to determine when it's the right time to form an S Corporation. Throughout the year, 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 via Gusto (add on)
We've teamed up with Gusto to provide stress-free payroll, embedded right in the Heard experience. Available as an add-on for $39/month plus $6/month per employee. Annual members get 3 months free.
Exclusive access to members only Heard Community
Connect with fellow therapists, share experiences, and gain insights from our diverse community of mental health professionals
Unlimited messaging support
You can message our support team through the Heard app 24/7 and we'll get back to you in 1-2 business days.
Free introductory call with financial advisor
Book a free introductory call with a Certified Financial Advisor to discuss your financial goals and to learn more about Heard's financial advisory add-on.
Catch up bookkeeping fee $99/mo $49.50/mo (50% OFF)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it for free until 12/31. The first step in preparing your taxes is a review of 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.
Payroll add on $45/mo $0 for 3 months
We've teamed up with Gusto to provide stress-free payroll, embedded right in your Heard dashboard. Get 3 months free on our annual plan.
Monthly cost
$255/mo
Total upfront fee (12 mo bookkeeping)
$1,188 $594
One-on-one tax advisory call (50% off)
$150 $75
3 months of payroll
$45/mo $0 for 3 mo
Free introductory call with financial advisor
$75/mo $0
Total savings in first year
$879
Catch up bookkeeping fee $99/mo $74.50/mo (25% OFF)
Typically we require a one-time fee of $99/mo for months of catch up bookkeeping. We are offering it 25% off for the next few weeks. The first step in preparing your taxes is a review of 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.
Monthly cost
$299/mo
Total upfront fee (12 mo bookkeeping)
$1,188 $891
Free introductory call with financial advisor
$75 $0
Total savings in first year
$372