Fuel growth
without feeding overhead
Hearth expands what your accounting firm can deliver without forcing you to build everything internally. Add specialized work, operating capacity, and client-facing infrastructure behind the firm you already built—starting with the need in front of you.
What do you need to deliver next?
Four doors. Pick the one that matches the client or capacity problem in front of you.
What Hearth can bring to your firm
Four distinct capabilities, one underlying idea: give the firm more ways to serve clients without requiring every capability to be built in-house.
The Hearth Legacy Program
A deeper planning program for qualifying clients that calls for more discovery, more diligence, and a more involved adoption process.
HearthRC Defense
Reasonable-compensation analysis and working documentation for S-Corporation clients, built for firms that want a more repeatable and defensible process.
Managed Bookkeeping
Recurring bookkeeping capacity behind your firm, so growth does not depend on recruiting another internal team before demand is proven.
Practice Management
CRM, client activation, campaigns, and follow-up designed around the opportunities already inside an accounting firm's client base.
Add the capability without adding the department
Most firms do not lack ideas for what clients need. They lack the time, hiring capacity, systems, or specialist depth to build every worthwhile capability internally.
Hearth is designed to sit behind the firm, not in front of it. Keep the advisor relationship where it already belongs, and add the work that makes sense when the need is real.
The client experience stays anchored to the firm
Hearth extends the firm's delivery capacity without asking the accounting firm to give up the relationship it already earned.
One capability can stand on its own
A bookkeeping need should not require a CRM rollout. An HLP opportunity should not require a full-service bundle.
Broader adoption should be earned
Start where Hearth can solve something concrete. Add more only when the relationship creates enough value to justify the next step.
The Hearth Legacy Program earns a longer conversation
HLP is not designed to be understood in a headline. The dedicated experience explains the structure, who may fit, how the work is governed, and what a firm should know before introducing a client.
That longer path is intentional. The higher the trust requirement, the more the site should let a firm evaluate before asking it to move forward.
Built for diligence before adoption
- Understand what the program is and where it may fit
- Review the delivery and professional structure
- See evidence, methodology, and the boundaries around claims
- Move into qualification only after the firm has context
Start with one need. Expand when it earns the right.
The right entry point depends on what the firm and its clients actually need. Hearth should reduce the size of the first decision, not make the relationship feel smaller.
Choose the real need
Pick the pressure already in the firm. One client, one use case, or one capability.
Validate fit
Pilot the work or run diligence first. Lower-friction work can start now. Higher-trust work waits for a review.
Expand when it earns the right
Add the next capability only after the first one has proven useful inside the practice.
Trust and diligence
Governance, security, and client ownership are published. Read them before a client moves.
Delivery and governance
See who performs the work, where professional responsibility sits, and how each service moves behind the firm.
Review the structureSecurity and data use
Understand what information is needed, how it is handled, and what the firm can review before a client enters a workflow.
Review the postureChoose the need in front of you
Start with one client or one use case. Expand only after it works.