How delivery is governed
McGee's Consulting signs the professional work. Here's who does what.
When your firm refers a client, you should know exactly who signs the tax work, who builds the systems, and where each party's responsibility starts and stops. So we wrote it down.
Who does what
Four parties, one clear line of responsibility.
McGee's Consulting LLC
The accounting and tax firm of record, led by Terence McGee, EA. Tax architecture, tax preparation, accounting, and bookkeeping are delivered here, under professional standards.
Hearth Agency
Builds the productized advisory work and the firm growth systems. Not a CPA firm, not a law firm, not a registered investment advisor.
NineOneSix Systems
Builds the technology behind the operating agents and workflow automation. Software only.
Your firm
Keeps the client. Client-of-record terms, a no-poach commitment, and a written responsibility matrix keep the relationship yours.
Why it's visible
Why we publish this
Hearth started as a technology company. The fastest way to earn a firm's trust is to name the licensed professional accountable for the work. Nothing on this stack gets relied on without someone accountable signing it.
Book Terence
Book with Terence McGee, EA, MBA.
Half an hour. Firm partners bring the client picture and the diligence questions. Terence signs the professional work behind Hearth engagements. The call is a chance to hear the standard from the person accountable for it.
Book Terence, or diligence the partner terms.
Request the half hour through the intake, or start with the full responsibility matrix and partner kit on the partner page.