Inspect the work behind the claims
See the sample work, the methodology, the individual engagements Hearth can document, and the measurement rules those materials are held to—including the places where Hearth is not making an outcome claim yet.
Start with the work product, not a testimonial
Two materials are available to inspect before starting a reasonable-compensation engagement: a complete sample report built on fictitious facts, and the methodology that produces the figure inside it.
Three referred tax engagements, documented one at a time
Each of these is a historical referred tax engagement facilitated through Hearth's network. Three engagements are three engagements: they are evidence of what happened in those specific matters, not a sample, an average, or a performance claim for HearthRC, Managed Bookkeeping, Practice Management, or Legacy.
- The set
- Three individual referred tax engagements, named one by one. Hearth is not presenting them as a defined cohort or a complete population.
- The baseline
- Each engagement's tax liability before the strategy was implemented, compared against the liability after.
- Net of fees
- The net figure on each card has engagement costs deducted, so it reflects what the client kept rather than gross savings.
- No average
- Because three engagements cannot describe a distribution, no mean, median, or typical result is claimed from them.
First-year tax liability, before and after
First-year tax liability, before and after
First-year tax liability, before and after
A number only means something when the measurement travels with it
Hearth's evidence standard defines what sits behind a published outcome or average—and what is not inferred from it.
Name the set.
State which engagements count and the time window being measured rather than using an undefined pool.
Name the starting point.
A savings figure needs a clear baseline or there is nothing meaningful to compare it against.
Keep estimates separate from results.
A projection made when an engagement starts is not a realized outcome and is never presented as one.
Say what the client actually kept.
Published savings and net results state whether engagement costs have been deducted.
Mean, median, and outliers matter.
If an average is published, the median and outlier treatment sit beside it so one headline number cannot hide the shape of the cohort.
Do not borrow proof across capabilities.
A tax-engagement result does not automatically prove HearthRC, Bookkeeping, Practice Management, or Legacy performance.
Historical outcomes do not guarantee future results. Calculators and projections are not realized outcomes, and methodology or documentation is not described as "IRS-approved," "audit-proof," or otherwise guaranteed without substantiation.
What a firm can inspect across each Hearth capability
Different capabilities create different kinds of evidence. Hearth makes those differences visible so firms can evaluate each capability on the materials, controls, and diligence that actually apply to it.
HearthRC Defense
Sample report, sample intake, and published methodology are available for review.
Managed Bookkeeping
Onboarding, responsibilities, workflow, and data requirements can be inspected so the firm can evaluate how the service operates before beginning.
Practice Management
Scope, systems, workflow, security, and the written Hearth warranty terms that apply to the implementation are reviewed before commitment.
Legacy
Qualification, professional/tax framework, participation requirements, ownership structure, and candidate-specific diligence are inspectable before adoption.
Choose the capability or starting path that fits the firm
Start with a report, Bookkeeping onboarding, a Practice Management implementation, Legacy qualification, or a broader practice discussion.