Add bookkeeping capacity behind your firm and test it with your first month's service fee waived
Hearth provides recurring bookkeeping delivery inside your existing systems. You pay for onboarding once to connect the workflow; for an eligible pilot, the first month's $500 Managed Bookkeeping service fee is $0 while you evaluate the fit in your real client work.
- Onboarding / setupOne-time onboarding fee (presented before commitment).
- Month 1 service fee$0 instead of the standard $500.
- Month 2+$500 / month for ongoing Managed Bookkeeping under the agreed scope.
Onboarding is always required before live delivery so Hearth can connect to the firm's workflow. The onboarding / setup fee is separate from the $500 monthly service charge and remains payable during the pilot.
S-Calc is included at no additional cost with an eligible pilot.
Capacity often becomes the constraint before demand does
Firms can sell more bookkeeping than their internal team can comfortably deliver. Each additional account adds hiring, supervision, workflow, and delivery pressure.
Growth does not have to depend on the next hire.
Hearth gives the firm another way to add recurring production capacity when internal staffing is the bottleneck.
The service has to fit the firm's real workflow.
Managed Bookkeeping is not a detached monthly report; Hearth connects to the systems, processes, and operating standards the firm already uses.
The firm remains the relationship owner.
Hearth is designed to deliver behind the accounting firm rather than create a competing client relationship.
Hearth adds the operating capacity. Your firm keeps the advisory relationship
Managed Bookkeeping is built around a clear division of responsibility so the firm can add capacity without losing visibility or control.
Owns the client relationship.
The firm remains the primary advisor and decides how bookkeeping fits into the broader engagement.
Supports recurring delivery.
Hearth provides the Managed Bookkeeping capacity defined during onboarding and the agreed scope.
Connects before live work begins.
Onboarding establishes systems, handoffs, access, and expectations so delivery can run smoothly.
Starts with what the firm actually needs.
Initial deployment matches the real capacity need instead of forcing an all-at-once rollout.
Onboard once, then evaluate a real month
The pilot removes the first recurring month of cost, not the setup that makes the service work. Here is how the work actually splits.
- What your firm does
- Name the accounts that need coverage, grant the access Hearth needs to work in your systems, and keep every client conversation. Your team reviews the work the same way it would review an internal preparer.
- What Hearth does
- Runs the recurring close inside your tools and standards — categorization, reconciliations, and the month-end package your firm signs off on — under the scope agreed during onboarding.
- What happens after the waived month
- You have a full month of real production to judge. If it fits, service continues at $500 / month under the agreed scope. If it does not, you stop after the pilot month with only the onboarding fee spent.
Define the capacity need.
Describe what is creating the bookkeeping constraint and roughly how much support the firm needs.
Complete paid onboarding.
Connect the firm's workflow, systems, access, and operating expectations before live delivery begins.
Evaluate the first recurring month with no $500 service fee.
The first month's Managed Bookkeeping service fee is waived; the onboarding / setup fee remains payable.
Continue at $500 / month.
If the service fits, it continues at the $500 monthly rate under the agreed terms.
Delivery you can look at, not just a monthly invoice
Two views carry the pilot: a recurring packet summarizing what closed and what still needs the firm, and a status list covering every account under the scope. The panels below are illustrative mockups built to show the shape of the reporting.
What lands in your inbox each week
Illustrative example — not client data.
- Transactions categorizedComplete
- Bank + card reconciliationsComplete
- Uncategorized queue4 items
- Questions for the firm2 open
Cadence, contents, and thresholds are set during onboarding.
Where every account stands
Illustrative example — anonymized placeholders.
- Client A · Monthly closeClosed
- Client B · Monthly closeIn review
- Client C · Monthly closeWaiting on firm
- Client D · OnboardingSystems connected
Your firm sees the same status Hearth works from — no separate reporting cycle.
Pay for setup once. Test ongoing service with the first month's $500 fee waived.
Paid onboarding connects Hearth to the firm's live workflow. For an eligible pilot, the first month's $500 recurring service fee is waived so the firm can evaluate Managed Bookkeeping inside its normal workflow.
What the pilot includes
- Paid onboarding / service setup.
- First month of recurring Managed Bookkeeping at $0 instead of $500.
- $500 / month recurring service after the first month.
- S-Calc access included at no additional cost.
The onboarding fee and final service terms are presented before the firm commits.
S-Calc comes with the pilot
Firms starting an eligible Hearth pilot receive S-Calc at no additional cost. It remains a supporting S-Corp planning utility rather than a separate core capability.
Use it to support S-Corp conversations.
S-Calc can help engage and educate prospects or clients around the S-Corp conversation while the firm evaluates Managed Bookkeeping.
Explore S-Calc →Know what Hearth needs to connect—and what remains with your firm
The onboarding process makes operational responsibilities visible before Hearth enters the firm's live delivery workflow.
Workflow & access
Understand which systems, handoffs, and permissions are required for the agreed bookkeeping scope.
Review onboarding →Client relationship
Review how Hearth operates behind the firm and how client ownership and communication responsibilities are handled.
Review client protections →Security & data
Review the data and access requirements before connecting Hearth to firm or client systems.
Review security →Scope & terms
Confirm the onboarding fee, recurring scope, applicable service terms, and what happens after the pilot month.
Discuss the scope →The important parts are clear before onboarding starts
Is the entire first month free?
No. The first month's $500 recurring Managed Bookkeeping fee is waived, but the required onboarding/service fee still applies.
What does it cost after the pilot month?
The current recurring service price is $500/month after the first month.
Why is onboarding required?
Managed Bookkeeping has to connect to the firm's real systems, workflow, access, and operating expectations before Hearth can support live delivery.
How much is onboarding?
The onboarding/service fee is presented before commitment. It is separate from the $500 monthly recurring service charge and remains payable during the eligible pilot.
Do we have to adopt another Hearth capability?
No. Managed Bookkeeping can be used on its own.
Is S-Calc included?
Yes. S-Calc is included at no additional cost with this eligible pilot.
Connect Hearth to your workflow, then evaluate a full month of recurring service with the $500 fee waived
If it fits, continue at $500 / month under the agreed scope. Paid onboarding remains required before live delivery; the onboarding / setup fee is separate from the monthly service charge.