Diligence call with McGee's Consulting
A 30-minute call for partner firms reviewing whether McGee's Consulting is the right professional delivery layer for an in-scope engagement: tax architecture, preparation, or financial operations behind the firm. The firm keeps the client relationship.
Professional delivery
Schedule the call
Terence McGee, EA, MBA
Founder & Principal, McGee's Consulting LLC
Professional delivery lead, Hearth engagements
McGee's Consulting LLC is the professional tax and accounting delivery layer named in Hearth's current governance model when engagement documents assign that role. Terence McGee, EA, MBA, is founder and principal — with over two decades of experience across multi-entity businesses and professional practices, from bookkeeping and payroll to entity-level tax architecture and long-range planning.
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When the call makes sense
- Partner firm evaluating tax architecture or entity work for a client
- Diligence on professional delivery for an in-scope Hearth engagement
- Deciding whether McGee's should be named in the engagement documents
- Recurring tax or accounting capacity behind the firm, under agreed scope
What to expect.
Book
Pick a 30-minute window. Bring the client situation or capability question you want to test.
Discovery
Terence asks about the firm, the client facts, and where professional delivery would sit.
Initial assessment
If there is a fit, you get a short written summary of scope and what diligence comes next.
Decision
Scope and next steps only if the firm wants to proceed. No obligation.
Questions before you introduce a client?
Prefer written context first? Send the firm situation and we will follow up.