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Recorded Webinar

What Should I Charge? A Free Pricing Workshop for Tax and Accounting Firms

The pricing playbook the top 20% of firms are already using.
Tuesday, July 21 60 min

If you’ve ever finished a client call and wondered whether you charged enough, this workshop is for you.

Pricing in this industry is hard, not because the math is complicated, but because most firms skip straight to the number. They never lock in who the right client is, what they’re actually selling, or how to talk about their value without it feeling awkward.

In this free 60-minute live session, Will Hamilton walks you through a four-step pricing playbook built on 17 years of hands-on work with tax and accounting firms across all 50 states. You’ll leave with a clear framework you can apply to your very next client conversation.

You will learn:

  • Why most firms struggle with pricing and the one thing that fixes it
  • How to identify which clients in your existing roster are worth more than you're charging them
  • What to say when a client asks “why does it cost that much?” so the answer feels natural, not defensive
  • How to build service tiers that make it easy for clients to choose a higher package on their own
  • How to put a number on your value and stop leaving money in every proposal you send

40% of attendees said they are giving away too much of their time for free.

— William Hamilton

Speaker

William Hamilton

William Hamilton

Founder

SmartPath.co

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The Revenue Is Already There

See what's sitting in your client roster.

One firm found $91,277 in their existing client roster. That number looks different at every firm. Find out what revenue your roster is leaving behind.