How Tax Pros and Accountants Are Getting
5-10x MORE REVENUE Per Client Providing Pain-Free Services
Access the proven program that you can implement within the next 30 days,
even if you are swamped.
Endorsed by some of the most-recognized names in the industry.
Most tax pros don’t believe a “pain-free” practice is possible (and for good reason)
We’ve worked with 1,000’s of tax & accounting pros, and it’s evident that most of them are facing the same issues:
- Clients are taking advantage of your time for “quick questions”
- Struggling to find clients with whom you’re genuinely happy working
- Lack of a repeatable, scientific process for booking new clients
- Not liking sales and not wanting to become a sales person to be effective
- Finding that your free consultations often come up empty-handed
3 Ways SmartPath Will Ignite
Your Tax Business
Build Bulletproof Service Packages
- Bring in automatic cash flow every month
- Start getting paid for “quick questions”
- Eliminate scope-creep from your engagements
Book high-paying clients effortlessly
- Leverage our ready-made pricing plans
- Analyze your client roster and identify which clients to start with
- Enroll clients into high-margin monthly engagements
Generate 5-10x More Revenue Per Client
- Deliver year-round results to business and individual clients
- Make your advisory work as easy as doing tax returns
- Start doing work you enjoy again using the strategic advisory process
Why Trust SmartPath…
Hey guys! It’s Will. Like you, I know how hard it is to run a tax consulting firm as an entrepreneur. I adore anything that makes life easier for tax pros. Over the past 12 years, we have gathered data from 1,000+ accounting and tax firms, helping implement profitable pricing packages.
We know firsthand how frustrating it is to want to help your clients, but not knowing how to get paid for that help, or where to start. We’ve seen what works and what doesn’t when running a profitable, sustainable tax business.
I’m SO excited to welcome you to the SmartPath Membership Program and help you ignite your accounting firm in the next 30 days.
After all, Everyone deserves a Pain-Free Tax Practice!
–William Hamilton
Will Hamilton & Chris Basom
Co-Founders
SmartPath.co
Here are some of the results we have achieved so far
+1000
Firms Helped
50
States
$1,068
Average Rev. per Individual Client
$3,588
Average Rev. Per Business Client
Our team has brought amazing results for accountants across the U.S.
Here is what SmartPath includes:
Access the Frameworks & Training to Increase
your Revenue by 5-10x Without the Struggle
1. Identify Your Perfect Price
- Use our pricing tools to automatically identify the perfect price for any client.
- Price your services based on the specific goals for your firm.
2. Update Your Service Packages & Marketing
- Bring in automatic cash flow every month
- Start getting paid for “quick questions”
- Eliminate scope-creep from your engagements
- Stand out from the competition with copy-paste Marketing tools
3. Send Proposals That Convert
- Use our Email templates for how to set up your meeting
- Access a simple 3-step discovery script to immediately identify what items to include in your proposal so they’ll be happy to pay
- Send beautiful client proposals, designed to increase conversions
4. Book your first 5 high-paying clients using our bulletproof process
- Use the ready-made implementation plan
- Analyze your client roster and identify which clients to start with
- Enroll 5 clients into high-margin monthly engagements within14 days
5. Deliver Strategic Advisory Work and Generate 5-10x MORE REVENUE Per Client
- Learn exactly how to deliver year-round results to business and individual clients
- Make your advisory work as easy as doing tax returns
- Start doing work you enjoy again using the strategic advisory process
6. Streamline your Onboarding and Delivery processes
- Use our tools & templates to optimize each step of your workflow year-round
- Get back control of your practice and enjoy complete stability.
How It Works
15+ Hours of On-Demand Training
- Service Bundles Training with simple workflows for any client scenario
- Pricing, Discovery, Proposals Training
- Onboarding & Delivery Training
120+ Exclusive Practice Growth Tools
- Service Package Templates
- Pricing & Proposal Tools
- Onboarding & Delivery Tools
Strategic Advisory Blueprint
- Step-by-step advisory services frameworks
- Built for business & individual clients
- Guarantee results for clients you work with & get paid 5-10x more
Want to learn more?
What our members are saying:
Case Study: Soloway Advisory
Results: We allowed them to focus on the areas of the business that are the biggest revenue makers and implement processes that enabled them to realize the most efficient workflows at the highest profit levels.
“We have worked with numerous consultants in the past, but no one seems to truly understand our “accounting” business the way William does. I would fully recommend SmartPath and would remain available to speak personally to endorse their process.”
David Soloway, Soloway Advisory Port Jefferson Station, NY
Case Study: Garden Leaf Financial
Results: Fred was able to hire key employees and significantly decrease the amount of time he spends working during tax season. At the same time, he increased his total revenue & take-home pay and identified a new niche of clients he can provide value to.
“It would have taken years for me to implement what SmartPath helped me do in weeks. Myself and Andrea are about to take an 18-day vacation to Paris & Europe, right before tax season. That would have never been possible in the past before the SmartPath training.”
Fred Gartenlaub, EA, CFP Garden Leaf Financial | Mason, OH
Case Study: Jamie O’Kane, CPA
Results: Jamie was able to get a clear picture of the structure of her packages and most of her website content. Most importantly she got the confidence that by implementing value-based billing she would lean into her purpose and goals and help her clients do the same.
“We have worked with numerous consultants in the past, but no one seems to truly understand our “accounting” business the way William does. I would fully recommend SmartPath and would remain available to speak personally to endorse their process.”
Jamie O’Kane, CPA, Denver, CO
Just say “NO” to the things that you don’t like:
- Chasing leads with complicated “funnels” that don’t work.
- Software that doesn’t solve the real problems.
- Flavor-of-the-month “Gurus” that only offer vague concepts.
- Expensive “tax franchises” built for the ‘70s & ’80s, not today’s modern world.
- Annoying “marketing systems” that cost you, but don’t lead to more profit.
- Having to sell your firm for pennies-on-the-dollar because you’re just burnt out.
Are you Ready?
What You’ll Get With The SmartPath Membership
- ✓ 15+ Hours of On-Demand Training ($2,900 Value)
- ✓ 120+ Pricing, Workflow and Client Onboarding Tools ($3,200 Value)
- ✓ Access to all program workbooks, examples and formulas ($4,900 Value)
- ✓ Exclusive Strategic Advisory Blueprint and Certification ($1,900 Value)
– Plus –
Get $1,200 In Copy-Paste Marketing Templates To Skyrocket Your Results With The SmartPath Membership – FREE!
Ready to 5-10x Your Monthly Cash Flow!?
You deserve to enjoy your work and create meaningful relationships with clients while getting paid for your knowledge.
Will Hamilton & Chris Basom
Co-Founders
SmartPath.co
Get Unlimited Access to SmartPath Monthly Membership
- 15+ Hours of On-Demand Training
- 120+ Pricing, Workflow & Onboarding Tools
- Workbooks, examples and formulas
- Strategic Advisory Blueprint & Certification
- Copy-Paste Marketing Templates
30-day Access for $1! ($94 off first month)
Cancel free anytime.
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100% Money-Back Guarantee
Frequently Asked Questions
How long does it take to see results in my firm?
As soon as you become a member you gain unlimited access to pre-built components where 90% of the work is already done for you. You can customize our templates, use the pricing calculators, and start engaging new or existing clients within the first week.
Will this work for my practice?
Yes, guaranteed. All SmartPath methods and materials have been proven and tested with over 1,000 firms across all 50 states. You’ll learn exactly what to customize in your process to get the results you want without the guesswork.
When should I get started?
The sooner you start, the sooner you can increase your monthly cash flow and begin eliminating friction and stress in your practice. We help you jump-start your results at all times of the year (including tax season!). Don’t keep waiting, giving away your time and expertise for free, and working with clients you don’t enjoy. The perfect time to start is today.
What happens once I enroll?
You’ll gain immediate access to all tools, templates, and training through the SmartPath Portal. You’ll also receive an email to schedule your free Concierge Kick-off Call with an implementation expert. During that call we’ll spend 30-60 minutes with you answering any questions and ensure you have everything you need to start seeing results right away.
If I want to change Membership Levels, can I do that?
Yes. We don’t believe in long-term contracts. You can upgrade or downgrade your membership level at any time. Just email us (support@smartpath.co) and we’ll take care of it for you.
Can my staff/partner/office manager be involved?
Absolutely! Your membership includes access for your firm. If you need to add other staff or managers to the training portal, just let us know during your kick-off call and we create logins for them.
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