Understanding and Improving the Financial Health of Your Practice (Non CE)

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Andrew Riesen, Heard Bookkeeping and Tax | Understanding and Improving the Financial Health of Your Practice (Non CE)

As a clinician dedicated to your practice, you’re probably more familiar with your session notes than with financial records. Join Heard Bookkeeping & Tax for a masterclass focused on understanding and improving the financial health of your practice. As a clinician dedicated to your practice, you’re probably more familiar with your session notes than with financial records. Join Heard Bookkeeping & Tax for a masterclass focused on understanding and improving the financial health of your practice. You’ll learn the ins and outs of financial reporting, bookkeeping and tax basics, and most importantly, gain confidence in all financial aspects of your business.Through this presentation, you will learn…

  • How to better understand bookkeeping, taxes and practice planning
  • How to prepare thoroughly for tax season and quarterly tax deadlines so you don’t miss deductions
  • How to manage your practice finances with confidence

Our Presenter

Andrew Riesen

Andrew is a mission-driven entrepreneur, financial accountant and the CEO of Heard, the financial back-office for therapists in private practice.Prior to Heard, Andrew worked at PricewaterhouseCoopers, where he worked as a financial accountant, helped build an internal software incubator, and co-founded an affordable sales tax solution for small to medium sized businesses.When not supporting mental health professionals in private practice, Andrew can be found exploring the nooks and crannies of the Pacific Northwest trail-running, cycling or snowboarding, or at home with his nose in a book or journal.

Heard Bookkeeping and Tax

Heard is a complete financial management service that combines software and CPAs to handle accounting, payroll, taxes, and business filings for your private practice. Heard was built specifically for therapists and helps you track and improve your practice’s financial health. Regardless of whether you’re a seasoned clinician or are in the first year of your practice, we will help you to identify areas for growth and streamline best financial practices for your business. You can say goodbye to poring over spreadsheets and guessing your tax deductions or quarterly payments; focus on your clients, and Heard will take care of the rest. Visit joinheard.com to learn more.