Unlock 3 Instant Wins For Your Firm
Stop undercharging high-value clients. In just 30 minutes we’ll show you where your firm is leaving money on the table and how to fix it.
- Discuss your current fees and priorities.
- See how SmartPath automatically prices any engagement for tax, accounting, & advisory.
- Verify the next steps for onboarding or joining our private Growth Group.
Limited spots available this month. Schedule yours now.
Here is what happens in 30 minutes.
Your pricing gets checked against real data
A tailored wins checklist gets built
You get a plan you can use immediately
This is for you if you…
Have never compared your fees to real benchmark data
Prices were set years ago based on gut feel or whatever the last firm charged, not on what similar firms are actually billing today.
Know your margins should be higher but aren't sure why they're not
The client base is solid and the work is good. The numbers at the end of the year just don't reflect it.
Have raised prices before and want real data behind it next time
A rate increase already went out, more of a guess than a strategy. This time there's something to point to.
Are quoting new work without a clear system
Every proposal gets built from scratch. This gives a benchmark to quote against instead of starting over each time.
Firm owners talk about what changed after working with SmartPath.
Inside the Firm with Krystal Schwartze at Carter Schwartze CPA
More margin, less write-offs. Get paid for the full scope of the work, not just what the client expected.
Inside the Firm with Aquaila Barnes at Barnes Financial Concierge
No more fee confusion. Clients know exactly what they're getting before work begins.
Inside the Firm with Michael McGovern at Modern Financial Care
From tax preparer to trusted advisor, without being limited to local clients.
Answers to the questions firms ask most.
How much time does the session take?
No more than 30 minutes. Come as you are and SmartPath will walk through your key pricing wins in that time.
Do I need to prepare anything?
No. Bring your current pricing list if it’s handy, but it’s not required. SmartPath will work with whatever you have.
Will I be asked to buy something?
No. This is a no-obligation session. If it looks like a fit, next steps will be discussed, but there’s no pressure either way.
Is this suitable for my firm (tax, CAS, advisory)?
Yes. Whether the focus is tax prep, advisory, or bookkeeping clients, the audit gets tailored to what the firm actually does.
What if my pricing already looks fine?
Then the audit will confirm that, and you’ll leave with proof instead of a guess. Most firms are surprised by at least one client, but not every firm has a gap the same size.
Is there any cost or obligation?
No cost, no obligation. The call is free and there’s no contract attached to booking it.