Book a Free
1:1 Meeting
In a 30-minute, one-on-one conversation, a SmartPath expert will take time to understand your current pricing and fee structure.
We’ll help you uncover opportunities to improve margins, simplify pricing decisions, and reduce friction in client conversations.
Trusted by 1800+ tax & advisory firms.
What To Expect:
During your call, a SmartPath expert will offer their guidance through the following:
A Pricing Action Plan tailored to your firm
Benchmark comparison so you can see how similar firms price
At least 3 actionable insights you can implement this week
Common Questions
Will I be pressured to buy software?
No. This is a working session. If SmartPath is a fit, we’ll tell you why. If not, you still leave with your plan.
What do I need to bring?
Nothing mandatory. Fees you charge today and 2–3 recent quotes help us go deeper.
Is 30 minutes enough?
Yes. We focus on your top pricing gaps and work on your plan the same day.
Who will I meet with?
A pricing specialist who works with firms your size.
A Note from Will Hamilton, Founder of SmartPath
When I started SmartPath, I had already spent years advising accounting firms that were doing great work but struggling to price it confidently.
I saw firsthand how talented professionals under-valued themselves, not because they lacked skill, but because they didn’t have the right tools or data to support their worth. That’s why we built SmartPath: to help firms price strategically, communicate value clearly, and grow profitably.
When you book your session, you’ll meet with someone from our SmartPath team, a group with 16+ years of combined experience helping tax and accounting professionals boost margins and client confidence.
I’m proud of the impact we’ve made so far, and I’m confident you’ll walk away from your call with practical, immediately usable insights.
All my best,
— Will