Get your Instant Pricing Wins

Book a free Pricing Audit. See how your pricing stacks up.
Unlock 3 quick pricing wins for your tax firm. 
Actionable insights in 15 minutes.

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Welcome to the Top 5% firms across the US getting paid what they’re worth and attracting better clients.

Most firm owners feel stuck between undercharging and risking client relationships.

That’s why we created these focused sessions:
To help you see exactly what’s working for others and what you can do next.

— Will Hamilton, SmartPath Founder

What You’ll Get:

A tailored “Pricing Wins Checklist” for your firm

Industry benchmark comparison, see how you stack up

A quick win action plan you can implement immediately

What This IS

✅ 1-on-1 Expert help
understanding your pricing

✅ Action Plan to see the most critical areas to improve first

✅ Pricing Data to see how other tax advisory firms price fairly without risking client relationships

What This Is NOT

A blind sales pitch. We’ll show you how SmartPath can help with pricing, but if it’s not a fit, there’s no push.

Wasted time. We promise this will not be a waste of your time, you will walk away with actionable insights.

A fit for every firm. If you don’t enjoy going deeper with clients and don’t want to scale advisory work, may not be for you

Frequently Asked Questions

– Do I need to prepare anything❓
Bring a good attitude and be ready to learn, we’ll do the rest.

– Will I be pressured to buy❓
Absolutely not. We only discuss SmartPath if you want to learn more.

– What will I get from the call❓
A prioritized, actionable list of pricing improvements tailored to your firm

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Our Partners

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