Today at Heard is a series of free, live sessions open to every Heard member. Each session runs 20 to 30 minutes and covers one specific topic, so you can pick the sessions that fit where you are right now. Whether you're just getting set up or working through annual taxes, there's a session built for that moment.
Running a practice is plenty to manage on its own. These short, focused sessions give you a real person walking you through the parts of Heard that often raise questions, so you can move through them with confidence rather than guessing. You attend what's relevant, skip what isn't, and get your time back.
The session lineup changes throughout the year, so the topics above reflect what's currently offered. The Member Events section will always reflect the current schedule.
Choose your session
Getting Started
A session on connecting your business accounts, uploading statements, and clarifying transactions.
- Register for Getting Started
- Don't have time to join live? 🎥 Watch a Getting Started Recording at any time.
Allocation Guide
A review of the profit and loss statement and a walkthrough of setting up your allocation guide. This session is most helpful after you've completed your catch-up bookkeeping.
- Register for Allocation Guide
- Don't have time to join live? 🎥 Watch an Allocation Guide Recording at any time.
Connect & Clarify
An interactive, small-group Q&A session designed to help you navigate your Heard account with confidence. This is a live, collaborative space where you're encouraged to participate. To make sure everyone gets their questions answered, attendance is limited to 10 participants.
What to do next
Browse the sessions above, pick the one that matches what you're working on, and click its registration link. You can sign up for as many as you'd like, and you're welcome to come back for the same topic whenever you need a refresher.
FAQs
Do I have to attend all of them? No. Each session stands on its own, so you only attend the topics that are relevant to you.
Can I watch a previous session recording?
Yes. Past sessions are available to watch the recordings linked above any time, so you can catch up on a topic even if you missed it live or didn't register.
Can I ask questions during a session? Yes. Connect & Clarify is built specifically for small-group live Q&A, with attendance capped at 5 so everyone has time to be heard. Other sessions may also leave room for questions depending on the topic.
Can I sign up for more than one? Yes. You can register for as many sessions as you'd like, and you can revisit any topic by registering again.
When should I attend the Allocation Guide session? It's most helpful after you've finished your catch-up bookkeeping, since it builds on your profit and loss statement.