Everything you need to price, propose, and grow.

Why Asking ChatGPT What to Charge Is Not a Pricing Strategy for Tax Firms

Revenue Automation for Tax Firms: A 5-Step Framework

The framework SmartPath has used with 1,800+ U.S. tax and accounting firms to surface dormant revenue already sitting in their existing client roster.

How to Send a Fee Increase Email Without Losing the Client

The secret happens before the email. A fee increase sent to a client who feels well looked-after lands completely differently than one sent cold.

How to Price New Clients Without the Guesswork

A repeatable pricing process so new client fees stop feeling like a negotiation and start feeling like the natural conclusion of a good conversation.

How to Start Charging for Value You’re Already Giving Away

Tax firms give away advisory work because it has no name, no structure, and no price. Here is how to fix that without hard-selling clients.

How to Get More “Yeses” to Your Proposals

How to Get Better Leads for Your Firm in 30 Minutes

Better leads do not come from more advertising. They come from a sharper story about who the firm is for and what changes for the client because of it.

Why Your Scope Matters More Than Your Fee

Raising fees on a vague engagement does not fix the problem. Clear scope is what turns a price into an agreement, and what makes every fee conversation easier.

The 3 New Pricing Rules for Bookkeepers

Most bookkeepers do not have a charging problem. They have a structure problem. Here are the three rules that fix it.