Reach Your Goals Faster

Any firm can have simple, profitable, client engagements.
We guarantee it.

 Reach Your Goals Faster

Any firm can have simple, profitable, client engagements. 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 Your Membership level.
Move up or down any time.
No Long-Term Contracts.

Choose Your Membership level. Move up or down any time. No Long-Term Contracts.

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

Year-Round Advisory Model

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

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

Member Training Portal

On-Demand Access to all training, frameworks, guides, tools and templates, anywhere and from any device through the SmartPath Member Portal. See Example

Self-Paced Implementation

Work at your own pace to perfect your service packages, pricing, and client onboarding. 

Yearly Updates

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

Basic Email Support

Basic email support to make sure you never get stuck.

Plus

Full Membership + 1-on-1 Support. 

$995 Enrollment

+ $195 Monthly Access

Everything in Starter Plan +

Monthly 1-on-1 Implementation

Monthly, 1-on-1, live implementation sessions with a dedicated guide. Increase your monthly cash flow faster. Get back to doing work clients care about and you enjoy. Expert support wherever you need help:
– How to improve client meetings 
– Custom pricing scenarios
– Proposal recommendations
– Best practice use cases
– Marketing messaging review
Anything you need help with.

Staff Stabilization Framework

Tools & education to 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

Fast results for firms ready to scale.

$2,500 Enrollment

+ $395 Monthly Access

Everything in the Plus Plan +

Weekly 1-on-1 Implementation

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

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.

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.

New Website & Logo

We create a fully customized new website and logo for you. Attract and onboard ideal clients faster with marketing that aligns with your new pricing & packages.

100% Guarantee

We promise after utilizing your SmartPath membership 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 membership is right
for your firm?

Download the SmartPath Membership Guide.

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

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

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.