Increase Your
Tax & Accounting Firm’s
Cash Flow

Powerful templates, guides, & training so you can update your pricing and get paid for knowledge you’re giving away for free. 

Increase Your
Tax & Accounting Firm’s
Cash Flow

Powerful templates, guides, & training so you can update your pricing
and get paid for knowledge you’re giving away for free.

Give clients what they want

Simplify your workflow

Create consistent revenue

You’re losing money giving away your expertise for free.

You’re losing money giving away your expertise for free.

If you want to increase your monthly cash flow, you don’t need complicated software or to pay $1,000’s for online marketing systems or “Gurus”.

Your SmartPath Membership gives you everything you need to onboard clients into profitable monthly fee engagements.

What’s included in your membership:

  • Specific training for how to much you can charge for your firm’s services in today’s unique environment.
  • Pre-built packages so you can bundle your services into profitable monthly subscriptions.
  • Customized marketing materials to educate existing and new clients about your packages so you can stand out from the competition.
  • The SmartPath advisory framework to include in your year-round packages so clients will happily pay for your knowledge and expertise, not just your time or labor. 
  • Access to over 180+ Guides, Tools, Marketing Templates and Scripts, so you can experience immediate results and don’t have to reinvent the wheel. 

With SmartPath Pricing Packages, 90% of the work is done for you.

Don’t waste time on mistakes or guesswork.

IMPLEMENT PRICING PACKAGES THAT WORK 

Offer

Pre-built packages including client marketing materials, guides, templates and scripts, working together to increase revenue & cash flow

Pricing

Protect your margins through bundled value pricing that’s easy to explain, increasing your monthly cash flow by $1,000’s.

Deliver

Get PAID for bundling your tax & accounting services with year-round advice, all while shifting work off your plate.

“As a traditional Tax and Accounting firm, we saw the writing on the wall. Technology was getting better and we are tired of having to prove our value to clients. SmartPath Method was the catalyst for changing our business to what it is today. We have deeper relationships with clients that provide us with consistent revenue, even during COVID-19.”

Michael McGovern

“As a traditional Tax and Accounting firm, we saw the writing on the wall. Technology was getting better and we are tired of having to prove our value to clients. SmartPath Method was the catalyst for changing our business to what it is today. We have deeper relationships with clients that provide us with consistent revenue, even during COVID-19.”

Michael McGovern

Better results for clients.

Faster growth & stability for you.

  • Build stronger relationships with existing clients
  • Empower clients to take control of their own finances
  • Intelligent tools to help clients define goals and meet or exceed them
  • Attract the right new clients who want your help year-round, beyond tax returns
  • Step-by-step process for streamlining your entire client workflow
  • Make $1,000’s more per month using your unique experience, knowledge and expertise
  • Align your team & simplify your entire practice operation

Better results for clients.

Faster growth & stability for you.

  • Build stronger relationships with existing clients
  • Empower clients to take control of their own finances
  • Intelligent tools to help clients define goals and meet or exceed them
  • Attract the right new clients who want your help year-round, beyond tax returns
  • Step-by-step process for streamlining your entire client workflow
  • Make $1,000’s more per month using your unique experience, knowledge and expertise
  • Align your team & simplify your entire practice operation

90-Day SmartPath Guarantee

We guarantee that after 90 days of implementation, you will love your results and the freedom the SmartPath Method brings to you and your firm, or you’ll receive your enrollment fee back. No Risk. Guaranteed.

Stabilize your cash flow with pre-built Pricing Packages for your firm.

– 

Call

We’ll meet and create a custom plan for your revenue growth, delivering client value & aligning your back office.

– 

Implement

You’ll identify 5 clients in 30 days to transition to monthly recurring fees, increasing cash flow and deepening client relationships.

– 

Enjoy

Your monthly cash flow grows with the right clients, increasing revenue, and giving clients the right strategies to help them reach their tax & financial goals.

Your practice is important. Protect it.

Running your Tax and Accounting business has been rewarding, but exhausting. You’ve been managing personal and business accounts, but you’re working harder than ever without the profits to show for it. Clients don’t just call you to get their taxes or monthly accounting, they have “a quick question” which you are happy to answer, but you don’t want to “nickel and dime” your clients when you give advice.

You should be able to grow your revenue providing clients the answers they need while creating consistent monthly cash flow that stabilizes your firm.

We understand how hard it is to build your practice beyond basic tax and accounting services. It’s not just about getting more leads, it’s about capitalizing on the clients who already want you to help them with their financial questions.

Working with thousands of firms across 50 states, we’ve helped them identify and convert their best clients from basic tax and accounting services into strategic monthly advisory packages. Using the SmartPath Method, you get the analysis tools, worksheets, reports, and marketing materials you need to systematize how you work with clients on a year-round basis, so you can stabilize and grow your practice.

Stop feeling out of control with inconsistent revenue and giving away your expert advice away to clients. Call now and learn more about how the SmartPath Method can help you stabilize your practice while providing clients the strategies they need to achieve their tax & financial goals.

William & Chris – Co-Founders, SmartPath

SmartPath Results

+1000

Firms

50

States

$1,068

Average Rev. per Individual Client

$4,788

Average Rev. Per Business Client

3 Things You Need to Know About Resetting
Your Client Engagements

Take our FREE mini-course and learn how to reset your engagements with clients to:

  • Increase your fees without risking the relationship.

  • Align the right client with the right service.

Launch Pricing Packages that WORK!

Take our FREE mini course and learn how to get paid for your knowledge and experience, while delivering massive value for your clients.

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.

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

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. SmartPath provides pre-built Pricing Packages giving firms the training, tools, and support they need to get paid for helping clients while stabilizing monthly revenue for their firm.