Reach Your Goals Faster

Any firm can have simple, profitable packages, we guarantee it.

 Reach Your Goals Faster

Any firm can have simple, profitable packages, we guarantee it.

SmartPath Membership includes everything you need to get paid for your knowledge.

On-Demand Implementation Portal

Access all training, frameworks, guides, tools and templates, anywhere and from any device through the SmartPath Implementation Portal.

Optimized Value Pricing Structure

Immediately increase your cash flow and align your pricing with today’s client needs.

Personal Implementation Support

Receive live, 1-on-1 help from the SmartPath team to optimize your pricing throughout the year.

Marketing Library

Customizable flyers, guides, templates, and scripting so you can educate new and existing clients about your new value.

Tech Stack

In-depth technology recommendations for creating a fully scalable virtual operation: CRM, HR, Appointments, Video Conferencing, Online Payments, & more.

Simplified Workflow Model

Pre-Built Workflow processes for delivering work at scale for individuals and business clients.

Year-round Advisory Framework

Simple step-by-step process to make your advisory work as comfortable and repeatable as doing a tax return. Painlessly integrate your compliance services with intelligent advisory services for business and personal clients.

Choose a SmartPath plan for your firm and start increasing your cash flow

Choose a SmartPath plan for your firm and start increasing your cash flow

Starter

Self-Serve Training, Tools, & Templates.

$0 Enrollment

+ $95 Monthly Access

 

Custom Value Pricing Structure

Learn exactly how to price your value to align with today’s client needs: Tax work for business owners & individuals, accounting, payroll, strategic advisory services, IRS resolution work, and setup/cleanup fees. Access data-driven insights for what services to bundle in a monthly subscriptions vs. what to price as stand-alone or retainer engagements & understand exactly what your price points should be.

Year-Round Workflow Model

Pre-Built Workflow processes for delivering year-round tax, accounting, and strategic advisory work at scale for individuals and business clients. See Example

Tech Stack Recommendations

In-depth technology recommendations for creating a fully scalable virtual operation: CRM, HR, Appointments, Video Conferencing, Online Payments, & more.

Extensive Marketing Library

Customizable flyers, guides, templates, and scripting so you can educate new and existing clients about your new value. See Example

On-Demand Training Portal

Access all training, frameworks, guides, tools and templates, anywhere and from any device through the SmartPath Implementation Portal. See Example

Self-Paced Implementation

Work at your own pace to transform and create your packages, pricing, and tools. 

Yearly Updates

Access to all on-going updates and additions to SmartPath Starter level materials for as long as you’re enrolled.

Plus

Full Membership + 1-on-1 Support. 

$995 Enrollment

+ $195 Monthly Access

Everything in Starter Plan +

Year-Round Advisory Framework

Step-by-step training & certification to make your advisory work as comfortable and repeatable as doing a tax return. Painlessly integrate your compliance services with strategic advisory services for business and personal clients.
See Example

Live Implementation Support

Six, 1-on-1, coaching sessions per year with a dedicated implementation guide. Shortcut your time to increasing your monthly cash flow and refocusing your work on the things clients care about. Have access to expert support to answer all your implementation questions.

Staff Stabilization Framework

Staffing stabilization system so you can find, hire, train, and retain key staff based on your specific goals.

SmartPath Fulfillment Network Access

Access our network of over 2,500 professionals to help with admin, tax, or accounting overflow. Quickly interview & hire a fully remote professional candidate or fill you own capacity to generate extra revenue.

Done For You Marketing Materials

We help you create and modify your marketing materials specific to your firms need and offerings.

Accelerator

Unlimited Support for firms ready to scale.

$2,500 Enrollment

+ $395 Monthly Access

Everything in the Plus Plan +

Accelerator Launch Process

Dedicated, 1-on-1 help to launching your Pricing Packages as quickly as possible. Achieve the fastest possible results based on your custom Success Map.

Unlimited 1-on-1 Support

Unlimited 1-on-1 coaching and implementation support throughout the year. Always have an expert guide working beside you. Receive custom recommendations, analysis, and accountability. 

Optimized Tax Season Blueprint

Optimize your workflow and staff roles throughout the firm so you can achieve better results during tax season and off-season. Leverage a proven stability blueprint to support unlimited growth and scale.

Brand & Website Update

A fully customized new website and brand identity to align your messaging collateral with your new stability model.

100% Stability Guarantee

We promise after implementing the SmartPath Method for at least 90 days, you’ll love your results or we’ll return your enrollment fee.

There is no risk.

Not sure if a SmartPath Plan will work for your firm?

Download the SmartPath Buyers Guide.

We’re here to help you make the best decision for you.

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.

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.