For CPA and EA firms
Everything your firm needs to serve its clients better. Under your brand.
Entity math, documented comp reports, bookkeeping support, practice management, and a program for your best clients. You stay the advisor of record for all of it.
The services
Five services. One job: help your firm serve its clients better.
Hearth builds the services and strategies accounting firms use to do more for the clients they already have. Your firm delivers the work under its own brand. McGee's Consulting, an EA-led firm, signs the professional side.
S-Corp Calculator
Shows a client when switching from LLC to S-corp saves money. And when it doesn't.
2HearthRC Defense
A documented reasonable-comp figure per S-corp client. Your firm reviews it, brands it, and bills it.
3Bookkeeping Support
Monthly books under your firm's brand. Clean numbers under everything else.
4Practice Management
A CRM built for accounting firms. Campaigns and follow-up that run themselves.
5Hearth Legacy Program
Turn a career of judgment into an asset you own. A proprietary knowledge asset, licensed long term. The work comes first.
Before you refer anyone
Who signs the work, and how client data is handled.
Two questions every firm asks before referring a client. Both have published answers you can read without booking a call.
How delivery is governed
McGee's Consulting LLC is the accounting and tax firm of record. Hearth builds the systems; the firm's EAs sign the professional work.
See who does what →Security and data use
Consent under §7216 for each data flow, a written security program, workflow data kept apart from tax documents, and a published list of what AI tools see.
Read the security posture →How it starts
One call, one report, then whatever your clients call for.
01 · Book a 30-minute screen call.
Tell us about the practice: how many returns, how many S-corp clients, who does the work today. If the shape doesn't fit, we say so on the call.
02 · Start where your clients need it first.
Most firms start with comp reports on S-corp clients they pick. We produce the reports at the published per-report rates. Your firm reviews them, puts its name on them, and bills at your own rate.
03 · Add services when your clients call for them.
Bookkeeping, client campaigns, and the Hearth Legacy Program are there when a client needs them. Nothing gets pushed.
The people are visible
EAs sign the work.
Governance, security posture, and AI disclosure are all published. Check us out before you talk to us.
The proof
Documented client outcomes.
Three referred engagements. Each paid for itself in the first year. Documented cases, not guarantees; how we measure lives on the savings-analysis page.
How to read these numbers →Richmond law firm
Net +$14,014 in year one
Growth-stage marketing firm
Net +$29,444 in year one
Principal-owned RE practice
Net +$24,675 in year one
The firm door
Built to be delivered by your firm.
You keep the client. We build the work.
You keep the client, the engagement letter, and the billing. We produce the work behind your brand and stay out of the relationship. Start with the service your clients need first.
For CPA and EA firms →Already partnered with us? The partner kit, terms, and security packet live on the partner page. Partner network →
Straight answers
Quick answers for firms.
Do we have to take all five services?
No. Most firms start with comp reports and add what their clients call for. Nothing gets bundled or pushed.
Do you take my client?
No. Client-of-record and no-poach terms go in writing before any client is engaged. The engagement letter stays with your firm.
What's the Hearth Legacy Program?
A program where a client turns a career of judgment into a proprietary knowledge asset they own, operate, and license under a long-term agreement. The work comes first. Typically for high-earning professionals with deep domain knowledge. Not offered to everyone, and not a fit if tax is the only motive.
Ready when you are
See what Hearth looks like behind your firm.
One 30-minute call. Tell us about the practice, and we'll walk through the services and the terms. If it isn't a fit, we'll say so on the call.