Welcome to Heard! We're excited to serve as your practice's financial back-office. Below are some common questions we receive as folks get started with us.
Your bank accounts
I’ve been using a personal account for both personal and business expenses. Do I connect this account?
No, you won't need to connect that account. Please only upload the monthly statements for our bookkeepers to review. We’ll cover how to add your business-related transactions to your books during your onboarding call
I don’t have an EIN to open a business checking/credit card account. What should I do?
You don't need an EIN to get started with Heard. Instead, you can open up a "personal" bank account/credit card, but use it solely for business-related transactions.
The "personal" versus "business" label from your bank doesn't affect Heard's bookkeeping. We just need for you to have an account that doesn't have any personal transactions in it.
I don’t have any statements and my account is brand new. What am I supposed to upload?
You can bypass this initial step by uploading a blank document.
What if there’s no activity on the bank account, and therefore no statement from my bank?
You can just upload what you have, even if it shows a balance of $0. You can also let us know via Conversations, your messaging center on your Heard Dashboard.