Life’s easier when you’re smart.

Life’s easier when you’re smart.

Your job has changed… 

Clients no longer value simple transactional tax prep or accounting. They want help achieving better results in their lives and businesses.

Most small tax & accounting firms are still offering client engagements focused on low-value transactions instead of helping clients achieve their goals. This limits your revenue and makes you drown in a sea of competition.

We’ve been managing successful tax & accounting firms for over 40 years and we understand what it takes to build a profitable tax & accounting business. We want you to generate the revenue you deserve, through frictionless client engagements.

Working with thousands of firms across the country, we created the SmartPath Membership so you can future-proof your firm and increase your bottom line by $1,000’s every month.

You deserve to be paid for your knowledge. Growing your revenue in today’s environment doesn’t have to be painful. A SmartPath membership will give you everything you need to get there.

William Hamilton | Co-Founder

Chris Basom | Co-Founder

Join the thousands of tax and accounting firms who have grown their revenue while helping their clients.

Join the thousands of tax and accounting firms who have grown their revenue while helping their clients.

Tax & Accounting firms struggle to get paid for their strategic help, billing clients for busy work while giving their knowledge and expertise away for free. A SmartPath membership provides you the training, tools, and support you need to get paid for advising clients while stabilizing monthly revenue for their firm.

CONTACT

 

hello@smartpath.co 

800-926-5905 

28202 Cabot, Suite 300

Laguna Niguel, CA 92677

CONTACT

 

hello@smartpath.co 

800-926-5905 

28202 Cabot, Suite 300

Laguna Niguel, CA 92677

With a SmartPath Membership for your tax & accounting firm, you get the training, tools, and templates you need to remove friction from your client engagements so you can stress less and be fairly paid.