Heard Review: Best Bookkeeping Solution in 2025?

에 의해서 | 마지막 업데이트 Nov 20, 2025

Heard

Are you a therapist or wellness pro stressed about your finances?

The money side of private practice is messy.

This financial mess causes huge headaches and can lead to tax mistakes.

You want a simple fix, but is Heard the right solution?

Their service promises to handle everything.

In this honest Heard review, we look at the real facts.

We will see if their features truly 만들다 them the best choice for your practice in 2025.

Read on to find out!

Heard
Heard

Stop leaving money on the table! Therapists who use Heard save over $5,000 annually in taxes and get back 60 hours of paperwork time. Try Heard Today and see the difference yourself.

What is Heard?

Heard is a financial platform built only for therapists and wellness practitioners.

It is a tool that takes the stress out of running your private practice 사업.

Think of it as an all-in-one money helper.

It is designed to keep your finances organized year-round.

You get a dedicated 부기 team that handles your monthly cleanup work.

They make sure your books are ready for tax time.

You also get support from 부기 and tax professionals.

These tax professionals help you with quarterly estimates and filing your yearly taxes.

JoinHeard helps you save money and focus on your clients instead of paperwork.

Heard

Who Created Heard?

Heard was co-founded in 2019 by Andrew Riesen 그리고 Victoria Li.

Their goal was personal.

Andrew is married to a therapist and has seen the financial struggles firsthand.

They created a financial management software built just for the mental health field.

The mission is to handle the hard work of business for therapists.

They offer a simple way to get your books organized for free to start.

Their service handles everything from filing your personal tax returns to giving you great support.

The support team wants you to focus on your clients, not your ledger.

Top Benefits of Heard

The software built for therapists is designed to save you time, money, and stress, allowing you to focus on your clients and the practice’s mission.

  • All-in-One Financial Platform: Heard enables you to manage your bookkeeping, taxes, and payroll all in one easy place. This means you no longer need five different systems for 회계 and compliance.
  • Expert Tax Optimization: The platform provides personalized quarterly tax estimates to help you stay ahead of the tax season deadlines and accurately pay the government. They handle your personal tax filing and guide you through the S Corp election process to maximize your profit potential and lower your total cost.
  • Done-for-You Bookkeeping: Your dedicated bookkeeping team manages your transactions and expenses every month, ensuring your business finances are organized and accurate. You will receive clear financial reports so you can track your progress without lifting a penny.
  • Time and Money Savings: By letting the professionals at Heard Technologies Inc. manage your finances, you save time and money. They capture every tax-deductible item, and many therapists report significant tax savings.
  • Specialized and Reliable Support: The company offers solid support and great resources throughout the year, not just at tax time. They are responsive, and thousands of therapists and wellness practitioners use their service, as evidenced by their Trustpilot-verified reviews (check the date of experience).
  • 걱정 없는 규정 준수: Heard helps you file your annual tax filing and payroll all in one place, ensuring you meet all legal deadlines for your solo practice or group. They provide self-help tools for your convenience, but note that Heard Technologies Inc. is not a law or financial firm and does not provide legal or financial services or advice.
  • Exclusive Offers and Access: You can often join by requesting a complimentary consult to see how the service works for your practice. There is usually a limited-time offer. Get your 2025 books organized for free to help you get a head start on the year.
Heard

최고의 기능

Heard is more than just a software tool.

It is a complete financial system built for private practice owners.

Its core features work together to take the whole mess of money off your plate.

They handle the complex parts so you can focus on being a great therapist.

Let us look at the five main features that make Heard a true all-in-one solution.

1. Bookkeeping

Good bookkeeping is the first step to a healthy business.

Heard gives you a dedicated team that does this work for you every month.

You securely connect your business bank accounts.

The team then reviews, categorizes, and organizes all your business money moves.

This process makes sure every expense is tracked.

At the end of the month, you get clear financial reports that show you exactly how your practice is doing.

Heard

2. Taxes

Tax time is stressful for almost everyone, but Heard aims to make it easy.

They provide personalized quarterly tax estimates so you know how much to set aside all year.

They send you reminders for payment deadlines so you never miss one.

At the end of the year, their team will prepare and file both your business and personal tax returns.

They use your clean bookkeeping 데이터 to find every legal deduction.

3. Payroll

If you pay yourself or have employees, Heard offers an easy way to run payroll.

This service helps you pay your team members quickly and correctly using direct deposit.

It also handles all the required tax paperwork and filings that go with paying staff.

This keeps your practice compliant and lets you spend less time on tax forms like W-2s or 1099s.

Heard

4. S Corp

The S Corp election can save many successful therapists thousands of dollars in taxes.

Heard helps you decide whether this option is right for you.

If it is, they handle the entire process of filing the paperwork with the IRS.

They also guide you on how to pay yourself a reasonable salary, which is a key rule for S Corps.

This feature helps you legally lower your overall tax bill.

5. Support

Heard members get more than just software access—they get expert financial support.

You get unlimited messaging access to a team of tax and accounting specialists.

If you have a question about an expense or a tax rule, you can ask them.

They also offer a Help Center with many articles and guides.

This means you always have someone to turn to for expert advice.

Heard

가격

계획가격
필수적인$169/month
프리미엄$255/month
Heard

장단점

장점

  • Financial services are truly all-in-one.
  • Bookkeeping team cleans up monthly.
  • Quarterly tax payments are automated.
  • Expert guidance on S Corp filings.
  • Saves many hours of work time.

단점

  • Subscription cost is generally high.
  • Some report slower support response.
  • It lacks direct client billing.

Heard Alternatives

While Heard offers a strong all-in-one financial service, it might not be the right fit for every practice.

Other options include do-it-yourself software or other niche full-service providers.

  • 퀵북스 Online: This is the industry-standard accounting software. It is great for therapists who want to do their own monthly bookkeeping.
  • 심플프랙티스: an Electronic Health Record (EHR) system used by many therapists. It focuses on practice management, notes, and billing, with basic bookkeeping features.
  • Xero: A clean, user-friendly 회계 소프트웨어 with great bank reconciliation features. It is often preferred by those who find QBO too complex.
  • GreenOak Accounting: This is an alternative full-service accounting firm that specializes in working with therapy practices, much like Heard.
  • 파도 Accounting: A completely free software option for basic accounting and invoicing. It is often used by new therapists or those on a tight budget.

개인적 경험

Before using Heard, our small team felt lost and stressed about money.

We spent hours every month trying to figure out receipts and taxes.

It felt like we were throwing money away.

We decided to try Heard to fix this mess.

We quickly achieved the desired result: peace of mind and more time for clients.

우리에게 가장 큰 도움이 된 것은 다음과 같습니다.

  • Bookkeeping: Our dedicated team cleaned up all our past messy books. This made our finances make sense.
  • Taxes: We got clear quarterly tax payment reminders. We no longer worried about making mistakes with the IRS.
  • S Corp: Heard helped us switch to an S Corp. This move saved our practice significant tax money this year.
  • 지원하다: The support team was always helpful. They gave us fast answers to all our complex questions.
  • Overall Feeling: We are truly grateful to have our nights and weekends back.

마지막 생각

Heard is a very strong option for therapists who hate dealing with money.

It is an all-in-one tool that handles your bookkeeping, taxes, and S Corp filings.

This full-service approach saves you time and reduces stress.

While the monthly fee is high, the value of that peace of mind is great.

For busy private practice owners, Heard is a powerful, specialized solution.

Ready to get back 60 hours a year?

Find out if Heard is the right financial partner for your practice today!

자주 묻는 질문

Is Heard right for solo practice owners?

Yes, Heard is specifically built for solo therapists and wellness practitioners. They offer services for sole proprietors, LLCs, and S Corps, managing their taxes and bookkeeping.

What is the typical cost of the service?

Pricing varies based on your business type and the services you need, but plans typically start at $169 per month when billed annually. You must get a complimentary consultation to get your exact price.

Does Heard handle both personal and business taxes?

Yes, a major benefit is that they file both your business income tax return and your personal federal and state annual income tax returns.

Is Heard a CPA firm or a law firm?

No, Heard Technologies Inc. is not a law or financial firm. They provide software and expert bookkeeping support, but they do not provide legal or financial services or advice.

What if I am behind on my bookkeeping?

Heard offers a catch-up bookkeeping service for an extra fee. They will get your old books up to date for the current tax yea,r so you can start clean.

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