What Should I Charge? A Free Live Pricing Workshop for Tax and Accounting Firms
If you’ve ever finished a client call and wondered whether you charged enough, this workshop is for you.
Pricing in this industry is hard, not because the math is complicated, but because most firms skip straight to the number. They never lock in who the right client is, what they’re actually selling, or how to talk about their value without it feeling awkward.
In this free 60-minute live session, Will Hamilton walks you through a four-step pricing playbook built on 17 years of hands-on work with tax and accounting firms across all 50 states. You’ll leave with a clear framework you can apply to your very next client conversation.
What you'll learn:
- Why most firms struggle with pricing and the one thing that fixes it
- How to identify which clients in your existing roster are worth more than you're charging them
- What to say when a client asks “why does it cost that much?” so the answer feels natural, not defensive
- How to build service tiers that make it easy for clients to choose a higher package on their own
- How to put a number on your value and stop leaving money in every proposal you send
About Your Host
William Hamilton
Founder
SmartPath.co
William Hamilton is the founder of SmartPath and a recognized speaker with NATP, AICPA, and CPA Academy. He has spent the last 17 years working directly with tax and accounting firms across all 50 states, helping them increase margins, fix their pricing structure, and build practices that generate stable, predictable revenue. Everything he teaches is grounded in real-world results from real firms.
