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Hearth Agency
HearthRC Defense · For accounting firms

Reasonable-compensation workflow + reporting

One RC workflow. Less manual work. Faster reports.

HearthRC Defense brings guided client intake, wage research, Cost/Market/Income analysis, reconciliation, firm-branded reporting, and supporting documentation into one connected platform—so your team can move from client question to finished work without rebuilding the process every time.

Start with one client. Upgrade within 60 days and apply the full $449 toward the $1,399 Firm plan.
Guided client intake
Less client chasing and manual fact gathering.
Analysis in one workflow
Cost, Market, and Income stay connected to the engagement.
Report + supporting file
Finish the deliverable without disconnecting the work behind it.
HearthRC DefenseOne client · one connected workflow
Client recordSam Nelson · Sam's Real Estate Group2026 RC engagement
Connected HearthRC Defense workflow — client record, wage benchmark, guided intake, Cost · Market · Income analysis, firm-branded report, and Defense File in one engagement
SCREENWage Benchmark$63,977Start with useful compensation context.
INTAKEGuided InterviewClient factsDuties, hours, responsibilities, proficiency.
ANALYZECost · Market · IncomeReconcile the evidenceKeep the analytical views connected to the same engagement.
DELIVERFirm-Branded ReportFinished workMove the analysis into the client-facing deliverable.
SUPPORTDefense FileSupporting recordKeep documentation status and open gaps visible.

The work around the report

The final report is only one part of the job.

A reasonable-compensation engagement can require client fact gathering, wage research, business context, multiple analytical views, reconciliation, report preparation, and supporting documentation. When those steps live across separate tools and one-off processes, even a familiar engagement can consume more firm time than it should.

01
The facts don't arrive organized.Your team still has to collect duties, hours, responsibilities, time allocation, proficiency, and other client-specific details.
02
The work gets spread across the process.Client information, wage evidence, financial context, analysis, and report preparation can end up disconnected from one another.
03
The next engagement can start from scratch.Without a consistent workflow, the firm has to recreate how it gathers, analyzes, documents, and delivers the work each time.

The number isn't the only thing your firm is producing. You're producing the entire process behind it.

Why HearthRC Defense is different

Hearth puts the entire RC workflow in one place for you.

HearthRC Defense is built to reduce the work surrounding a reasonable-compensation report. Instead of stitching together intake, research, analysis, reporting, and documentation across separate processes, your team can move through the engagement inside one connected platform.

01 · INTAKE

Let the client provide the facts.

Less chasing. Less manual intake.

Send the shareholder through a guided interview for duties, hours, responsibilities, proficiency, time allocation, and other engagement facts. Hearth keeps the answers structured around the client.

02 · CONNECT

Keep the work connected.

Less switching between tools and files.

Client information, wage research, analytical views, report activity, and supporting documentation stay connected to the same engagement.

03 · ANALYZE

Move through the analysis faster.

Cost, Market, and Income in the same workflow.

Access the different analytical views without rebuilding the client context each time, then review how the evidence comes together in the final position.

04 · REPEAT

Reuse the process.

The next RC engagement doesn't have to start from a blank page.

Hearth gives the firm a defined workflow for screening, gathering, analyzing, documenting, and delivering reasonable-compensation work.

More than a point solution

A point solution can solve one part of the job. HearthRC Defense is built around the workflow connecting them.

Different tools can solve individual pieces of reasonable-compensation work. HearthRC Defense is designed to connect the pieces.

CapabilityWage / benchmark toolStandalone report toolHearthRC Defense
Initial compensation context
Guided client fact gatheringVaries
Multiple analytical viewsVaries
Firm-ready RC report
Supporting documentation workflowLimited / varies
Client-level workflowVaries
Adjacent wage / planning toolsLimitedVaries

Feature scope varies by provider. This comparison reflects common category patterns and should be maintained against current vendor capabilities.

One connected workflow

You bring the client. Hearth helps move the work forward.

From the first compensation screen through the finished report and supporting file, HearthRC Defense keeps each step connected and handles much of the process around the firm’s professional judgment.

01
SCREEN

Get useful context without starting from scratch.

Your firm

Select the client and review the situation.

Hearth

Brings the client record, wage benchmark, and relevant context into one place so the team can quickly understand where deeper reasonable-compensation work may be warranted.

ResultSpend less time assembling the starting point.
02
DOCUMENT

Let Hearth organize the facts the analysis needs.

Your firm

Initiates the engagement and reviews the client-specific facts.

Hearth

Guides the shareholder through structured intake, keeps duties, hours, responsibilities, proficiency, and business facts connected to the engagement, and carries those inputs into the analytical workflow.

ResultLess chasing, less transcription, fewer disconnected notes.
03
DEFEND

Move from analysis to finished work without rebuilding the file.

Your firm

Reviews the evidence, applies professional judgment, and owns the client relationship.

Hearth

Keeps Cost, Market, and Income views accessible, brings the evidence into reconciliation, produces the firm-branded report, and maintains the supporting documentation around the engagement.

ResultSpend more time reviewing the conclusion and less time assembling everything around it.

See HearthRC Defense in action

See the workflow your team won't have to build.

Follow one client through HearthRC Defense—from the client record and wage benchmark through guided intake, analysis, reconciliation, the finished report, and supporting file. See how the pieces stay connected before you use it on a real engagement.

HearthRC Defense product tour — Client → Screen → Intake → Analyze → Report → File

CLIENTSCREENINTAKEANALYZEREPORTFILE

FULL SELF-GUIDED PRODUCT TOUR

Follow the client, not a slideshow.

The full tour uses the actual HearthRC Defense product screens and explains two things at every step: what Hearth is doing, and what work that simplifies for the firm.

The finished work

A client-ready report in front. The supporting record behind it.

The client sees a professional firm-first RC report. Your team keeps the facts, analysis, documentation status, and supporting record connected to the same engagement.

Sample Report

See the final RC report your firm can deliver.

Hearth brings the client facts, analytical views, reconciliation, and final reasonable-compensation position together in a polished work product designed to stay behind the accounting firm's client relationship.

CARTER TAX & ADVISORY, PC
2026 Reasonable Compensation Analysis
S Corporation shareholder-employee · Illustrative sample

$63,977

Estimated annual reasonable compensation

Client-specific factsCost · Market · IncomeReconciled positionFirm-first presentation
BACKED BY

Defense File

Keep the supporting record with the engagement.

The Defense File keeps client facts, documentation status, supporting factors, and open gaps visible around the completed analysis—so the finished report does not become an isolated PDF with the reasoning scattered somewhere else.

Defense Readiness
14%
Supporting factsVisible
!Open documentationNeeds attention
Reasoning + follow-upConnected
See what supports the engagementSee what still needs attentionKeep the reasoning close to the report

More than the report

More of the RC workflow, without more tools to manage.

HearthRC Defense keeps the client record, benchmark, guided intake, analytical views, report, Defense File, wage research, and planning tools inside one connected environment—so the value extends well beyond the PDF your firm delivers.

HearthRC Defense client roster
CLIENT ROSTER + FIRM WORKSPACE

Keep RC work connected to the client.

See clients and reasonable-compensation activity from the same firm environment. The workflow has a defined place instead of depending on separate files or individual memory.

Less hunting for where the engagement stands.
The value isn't simply having more features. It's keeping the work connected around the same client.One client record. One workflow. Fewer handoffs between the work.

Built for more than one engagement

One report solves one client. The platform makes the next one easier.

HearthRC Defense keeps reasonable-compensation work organized around the client and the firm—not just the final PDF. As more engagements move through the platform, your team has a consistent place to screen clients, track active work, gather facts, review reports, and return to the supporting record.

HearthRC Defense client roster and firm dashboard

ONE CLIENTCLIENT BOOKREPEATABLE FIRM CAPABILITY

01

Return to the client without reconstructing the last engagement.

Benchmarks, interviews, reports, and supporting documentation have a defined place around the client record, giving the firm a clearer place to return when reasonable-compensation work comes up again.

02

See the work across the firm.

The client roster and dashboard give partners and managers a broader view of RC activity instead of relying only on individual files or memory.

03

Start the next engagement with a process already in place.

The firm does not have to decide again how to gather facts, organize the analysis, produce the report, and maintain the supporting file.

04

Keep useful tools around the client relationship.

Wage Lookup, Entity Planner, client screening, and the supporting documentation layer give the firm reasons to return to HearthRC Defense beyond the day a report is produced.

Bring more of the client book into view.A client roster and benchmark layer can help the firm review RC work more systematically instead of waiting for each question to surface independently.

Start with one file. Expand when the workflow earns its place.

Choose the starting point that fits your firm today.

Use HearthRC Defense once for an immediate need, or move directly to annual capacity when you already expect repeat work.

One Client

Solve the immediate client need.

$449 one-time

One complete HearthRC Defense engagement with no annual commitment.

  • Full RC workflow for one paid engagement
  • Structured client intake
  • Documented analysis + firm-first report
  • Defense File
Firm

Give the firm annual RC capacity.

$1,399 / year

Ten annual HearthRC Defense engagements plus the broader screening and workflow layer.

  • 10 RC engagements annually
  • Client roster + benchmarking workflow
  • Defense Files
  • Wage Lookup + Entity Planner
Start here$449 · One ClientUse HearthRC Defense on a real client.
Upgrade within 60 daysYour full $449 applies.Pay $950 more. The original client counts as the first of your 10 annual engagements.

Want to look a little closer?

Explore HearthRC Defense at your own pace.

Some firms are ready to start with one client. Others want to see more of the product, inspect the finished work, or understand the methodology first. Use whichever path gives you the confidence you need.

Ready when you are

Start with one real engagement.

Start with one client. If Hearth earns a place in your firm, upgrade within 60 days and apply the full $449 toward Firm.