Partner with Hearth
Everything your firm needs to check us out and get started.
You stay the advisor and bill at your own rate. The partner kit has everything your diligence needs before the first client is ever discussed.
The kit
What's in the partner kit.
How onboarding runs
Start narrow, earn the next step.
Every step is small enough to walk away from, which is exactly why firms don't.
Apply.
Talk it through on one call.
Sign the terms.
Run the first reports on clients you choose.
Across the desk
Every partner conversation starts with the kit on the table.
Apply
Apply to the partner network.
The application runs through the intake: firm profile, practice numbers (S-corp count, staff, net fees, returns), and the service you'd want first. We reply within five business days. If your firm is already a partner and you're bringing a client, use the referral intake instead. Or book Terence McGee, EA, MBA on the governance page before you apply.
Ready when your diligence is.
Apply through the intake and we reply within five business days. The kit above is walked through on the first call. Already a partner bringing a client? Use the referral intake, or book Terence first.