90-Day Revenue Automation Playbook for Tax Firms
Owning a profitable firm is getting harder. Costs are up. Client complexity is up. And the playbooks that worked even three years ago aren’t cutting it anymore.
But here’s what most firm owners are missing: the revenue to change that is already sitting in your existing client list.
In this workshop, Will Hamilton walks through the exact five-step Revenue Automation Framework SmartPath has used with hundreds of tax and accounting firms across the U.S. to help them build consistent, recurring revenue without adding new clients or working more hours.
This isn’t a list of tools. It’s a step-by-step system for knowing what to automate, in what order, and how to make it work inside a real tax practice.
You will learn:
- How to analyze your client roster to find the revenue you're already leaving behind
- How to offer service upgrades without feeling like you're selling
- How to scope and price your services so you stop rebuilding proposals from scratch
- How to onboard new clients in a way that protects your time and sets the right expectations
67% of attendees walked away with a clear next step.
“Most firms don't have a revenue problem. They have a revenue visibility problem. The money is already there. You just need to know where to look.”
Speaker
Will Hamilton
Founder
SmartPath.co
