Tax & Accounting Professionals are some of the most helpful people on the planet.

You’re the person clients want to talk to when they get married, buy a house, have a baby, win the lotto, get divorced, or lose someone they care about.

You are always there to help and your clients trust you with their money.

But making money doing what you do, is getting harder as time goes on.

The media is telling you your job will eventually be taken over by robots. Every year tax law changes, reverts, and changes again (often during the busiest time of the year). The IRS wants you to be the scapegoat for their shortfalls. And clients need help answering questions that are more complex than ever.

You probably got into this business because you’re already smart, good with numbers, and wanted to help people.

You help more than almost any other professional in your client’s life but often don’t charge for it and are left dealing with the stress.

The good news is you can be paid what you’re worth & soothe the pain of running your practice if you focus on the right things.

Running a small tax & accounting firm needs an update.
A renovation that creates a smarter, easier way to do things.

We’ve been helping small firms increase their monthly revenue and simplify their client work for over 12 years. We built SmartPath membership to give you all the proven tools you need with 95% of the work already done for you.

By joining SmartPath you don’t have to start from scratch. You can copy-paste what we’ve already created and tested. Then get back to helping the clients you care about.

We built SmartPath for you. We hope you give it a try and see if membership is the shortcut you’ve been looking for.