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.