See the final product your firm can put in front of the client.
Review an illustrative HearthRC Defense report to see how client facts, Cost/Market/Income analysis, reconciliation, and the final reasonable-compensation position come together in a professional firm-branded deliverable.
Firm-branded report preview
What to look for
See how the reasoning becomes a finished client deliverable.
The final number matters, but the report is more useful when the firm can see how the client facts and analytical evidence lead into that position. Use the inspection points below to look at the sample the way a partner or reviewer would.
01 · FINAL POSITION
Start with the answer. Keep the reasoning close.
The sample presents the estimated annual reasonable-compensation figure prominently, then keeps the supporting analysis in the same work product rather than leaving the conclusion isolated from the evidence behind it.
What to notice- The final figure is easy to find.
- The work around the figure remains visible.
- The deliverable is built for firm review and client presentation.
Firm-first delivery
Your firm stays in front. Hearth powers the work behind it.
The report is the client-facing result of the broader HearthRC Defense workflow. The client facts, analytical views, reconciliation, and final position are organized into a professional deliverable designed to support the accounting firm's relationship with the client.
Move from completed analysis into a polished report rather than rebuilding the engagement into a separate client document.
Keep the facts and analytical work visible around the final position so reviewers can see more than a standalone number.
The report connects naturally to the broader documentation workflow instead of becoming the only artifact left from the engagement.
Trace the work behind the report
Go backward from the finished deliverable to the inputs, workflow, and methodology.
If you want to diligence the report more deeply, each part of the example can be inspected from a different angle.
Review the illustrative shareholder facts that feed the sample engagement.
See the facts →Follow the client from record and benchmark through intake, analysis, report, and supporting file.
Walk the workflow →Go deeper on Cost, Market, Income, reconciliation, comparables, documentation, and professional boundaries.
Seen enough?
Put the next real client through the workflow.
Start with one engagement for $449. If HearthRC Defense earns a place in your firm, upgrade within 60 days and apply the full $449 toward the $1,399 Firm plan.