For CPA and EA firms
Add the advisory line. Not the labor.
Start with HearthRC Defense on S-corp clients you already serve: no new hire, no new workflow, no busy-season math. Add bookkeeping, client campaigns, and the Hearth Legacy Program when your clients call for them. Your firm keeps the client and the billing on every engagement.
Before anything else
The part your diligence checks first
You stay the advisor of record
The engagement letter, the client, and the billing are yours. Terence McGee, EA and McGee's Consulting LLC sign the professional work behind it. Published, not implied.
Defense is included
Every report ships documented and reviewed, built to be examined: three methods reconciled, the narrative, the working papers. We never say audit-proof; we make sure the documentation already exists.
No-poach, in writing, first
Client-of-record and no-poach terms are signed before any client is engaged. Client data runs under §7216 consent, a written security program, and a published AI disclosure.
Two problems we keep seeing
Why firms bring us in
The comp number has no documentation behind it.
Every S-corp owner has a salary figure. Almost none have working papers behind it. When a return gets examined, that documentation has to already exist, and building it per client takes hours your staff doesn't have.
Advisory keeps sliding to next quarter.
The compliance calendar eats the year. Clients who would pay for advice keep buying only compliance, because that's what there was time to sell.
Hearth produces the advisory work. Your firm reviews it, brands it, and bills your advisory rate for work you stand behind. This is not another tool your staff runs; the work arrives done.
How it runs
One call, one report, then whatever your clients call for.
Book the screen call.
Thirty minutes on the practice: how many returns, how many S-corp clients, who does the work today. Firms running a few hundred to a few thousand returns with fifty or more S-corp clients fit best. No engagement letter until the shape is agreed.
Run HearthRC Defense on clients you pick.
Reports at published rates: three methods reconciled, methodology narrative, stress tests, and corporate-minutes language ready to deliver. Your firm reviews, brands, and bills at your own rate.
Add services when your clients call for them.
Monthly bookkeeping under your brand, client campaigns that surface the next conversation, and the Hearth Legacy Program for the high-earning client with deep domain expertise. Each one waits its turn.
We don't market to, contact, or engage your clients without you. Client-of-record and no-poach terms go in writing before any client is engaged.
Run your own number
The advisory revenue already sitting in your book.
Count the S-corp clients your firm already serves. Every one of them needs a defensible comp figure this year, and almost none of them have been offered one. Fifty clients, billed at your advisory rate, is a line on next year's P&L that costs your staff nothing to produce.
Bring the count to the screen call and we'll put your rate against it on the spot.
The services
The five services, in the order most firms add them.
S-Corp Calculator
Shows a client when the S-corp election saves money and when it doesn't. Free, co-brandable, and honest both ways.
See the S-Corp Calculator →HearthRC Defense
The annual comp report. Three independent methods reconciled into one documented figure with working papers, produced for your firm to brand and bill.
See HearthRC Defense →Bookkeeping Support
Monthly books produced behind your firm's brand and reviewed by people. Capacity without hiring, with clean numbers under everything else.
See Bookkeeping Support →Practice Management
A CRM built for accounting firms. Campaigns that surface the S-corp conversation, follow-up that runs itself, and a path from compliance client to advisory client.
See Practice Management →Hearth Legacy Program
For the client whose situation has outgrown compliance work. They build a proprietary knowledge asset from a lifetime of expertise and license it under a long-term agreement. The work comes first. Economics are shared on qualification.
See the Hearth Legacy Program →How the money works
Published pricing. Your rate to the client.
Reports are $449 one at a time, or $1,399 for the Premium Year: ten reports with your firm's branding. No volume minimums and no exclusivity; most firms know after the first engagement. Client-of-record and no-poach terms go in writing before any client is engaged.
On the table
The economics, walked through before any client is engaged.
The on-ramp
Becoming a partner firm
Apply.
Tell us about your firm and the clients you'd bring this to. We read every application and reply within five business days.
Talk it through.
A 30-minute call that runs both ways: you see how the work runs and what's in the partner kit, and we make sure it fits your client base.
Sign the partner agreement.
Everything in writing before any client is engaged: pricing, client-of-record and no-poach terms, who does what, the security packet, and a short guide to which clients fit the Hearth Legacy Program.
Run the first reports.
HearthRC Defense on clients you choose. Your team sees the whole workflow end to end, and then you decide what comes next.
Straight answers
Straight answers for firms
What does the first engagement look like?
You pick the S-corp clients. We produce the reports at the published rates; your firm reviews them, brands them, and bills at your own rate. The engagement letter is yours from day one.
What's in a HearthRC Defense report?
Three independent methods (Cost, Market, Income) reconciled into one figure, plus the methodology narrative, stress tests, and corporate-minutes language. Documented and reviewed. We never call anything audit-proof or IRS-approved.
Where does the Hearth Legacy Program fit?
It's what you bring to a client whose situation has outgrown compliance work, only when it fits. Economics are shared during qualification.
Do you take my client?
No. Client-of-record and no-poach terms go in writing first. We don't market to, contact, or engage your clients without you.
How is this different from a strategy firm that takes the client?
Strategy firms usually engage the client directly, and the original firm loses the relationship. We run the opposite model: the work plugs into your relationship instead of replacing it.
Book the 30-minute screen call.
Bring the practice numbers. We'll show you the report, the terms, and what the first month looks like. If it isn't a fit, we'll say so on the call.