The 3 Things You Need to Be Successful

The Right Packages   |   The Right Price   |   The Right Tools

The 3 Things You Need to Be Successful

The Right Packages   |   The Right Price   |   The Right Tools

Increasing your cash flow is simple…if you focus on the Right 3 Things.

Every tax & accounting firm needs three specific things to be successful in today’s environment:

  1. The right packages that bundle the value and services clients want to pay for.
  2. The right price for your packages so you can generate profits at a price your ideal clients can afford.
  3. The right tools so you can educate clients about your packages and your pricing in a way they can understand and that makes you stand out in a sea of competition.

Your SmartPath membership gives you those three things in the most intelligent and effective way possible.

Traditionally, you got those three things by years of trial and error, investing in an expensive franchise, hiring expensive consultants, or trying to tape together a bunch of disconnected software. No more.

Use the SmartPath method to rapidly generate $1,000’s in monthly cash flow with simple tools, on-demand training, & pre-built templates that do the work for you. 

 

Increasing your cash flow is simple…if you focus on the Right 3 Things.

Every tax & accounting firm needs three specific things to be successful in today’s environment:

  1. The right packages that bundle the value and services clients want to pay for.
  2. The right price for your packages so you can generate profits at a price your ideal clients can afford.
  3. The right tools so you can educate clients about your packages and your pricing in a way they can understand and that makes you stand out in a sea of competition.

Your SmartPath Membership gives you those three things in the most intelligent and effective way possible.

Traditionally, you got those three things by years of trial and error, investing in an expensive franchise, hiring expensive consultants, or trying to tape together a bunch of disconnected software. No more.

Use the SmartPath method to rapidly generate $1,000’s in monthly cash flow with simple tools, on-demand training, & pre-built templates that do the work for you.

The SmartPath Method combines Three Core Elements to enhance your cash flow with Pre-Built Pricing Packages.

The SmartPath Method combines Three Core Elements to enhance your cash flow with Pre-Built Pricing Packages.

Your Packages

  • Simple and easy to understand pricing packages your clients want.
  • Focus on what clients care about the most.
  • Each pre-built package is easy to explain.
  • Marketing materials, guides, templates, and scripts work together to increase your revenue & cash flow through bundled pricing.

Your Pricing

  • Simple pricing for clients to understand and easy for you to explain.
  • Monthly reoccurring billing that aligns with the work you deliver, year-round.
  • Receive extensive training to price any client scenario, helping you attract the right clients & increase monthly cash flow by $1,000’s.

Your Tools

  • Tools to streamline your workflow so it’s structured and repeatable.
  • Intelligent Templates  for understanding client goals, analyzing key success indicators, and neutralizing client threats.
  • Year-Round checklists so you know “who needs what” at any time.
  • Flag things you should be doing and what needs to shift off your plate.

Your Packages

  • Simple and easy to understand pricing packages your clients want.
  • Focus offers on what clients care about the most.
  • Each pre-built package is easy to explain to clients.
  • Marketing materials, guides, templates, and scripts work together to increase your revenue & cash flow through bundled pricing.

Your Pricing

  • Simple pricing for clients to understand and easy for you to explain.
  • Monthly reoccurring billing that aligns with the work you deliver, year-round.
  • Receive extensive training to price any client scenario, helping you attract the right clients & increase monthly cash flow by $1,000’s.

Your Tools

  • Tools to streamline your workflow so it’s structured and repeatable.
  • Intelligent Templates  for understanding client goals, analyzing key success indicators, and neutralizing client threats.
  • Year-Round checklists so you know “who needs what” at any time.
  • Flag things you should be doing and what needs to shift off your plate.

“SmartPath gave me the structure of my client packages and most of my website content. It gave me the confidence to lean into my value based billing and help my clients do the same. I highly recommend to any and tax pros who want a thriving practice!” 

Jamie O’Kane CPA | Denver, CO

“SmartPath gave me the structure of my client packages and most of my website content. It gave me the confidence to lean into my value based billing and help my clients do the same. I highly recommend to any and tax pros who want a thriving practice!” 

Jamie O’Kane CPA | Denver, CO

You can grow your business with pre-built Pricing Packages for your firm

– 

Call

We’ll meet and create a custom plan for your revenue growth, delivering client value & aligning your back office.

– 

Implement

You’ll identify 5 clients in 30 days to transition to monthly recurring fees, increasing cash flow and deepening client relationships.

– 

Enjoy

Your monthly cash flow grows with the right clients, increasing revenue, and giving clients the right strategies to help them reach their tax & financial goals.

You can grow your business with pre-built Pricing Packages for your firm

– 

Call

We’ll meet and create a custom plan for your revenue growth, delivering client value & aligning your back office.

– 

Implement

You’ll identify 5 clients in 30 days to transition to monthly recurring fees, increasing cash flow and deepening client relationships.

– 

Enjoy

Your monthly cash flow grows with the right clients, increasing revenue, and giving clients the right strategies to help them reach their tax & financial goals.

FAQ

Will the SmartPath Method work for my practice?

Yes. By adding pre-built Pricing Packages to your firm, you can reap the benefits of increasing your cash flow, while skipping much of the tedious work. Every aspect of the SmartPath Method creates a shortcut to your goals so you don’t have to build from scratch.

Will your pricing packages actually increase my cash flow?

Yes. Every concept, strategy, and tool used in the SmartPath Method has been tested and proven by small firms across the country. These pioneering firms range in geography, size, employee count, and every other variable you can think of. In addition to that, because you receive personal implementation support throughout the entire process, each step is tailored to your specific needs. We guarantee it. Read some of our success stories to see the results firms are achieving.

How does the “Guarantee” work”?

We guarantee that after 90 days of implementation, you will love your results or we’ll return your enrollment fee. We stand behind the SmartPath Method and want you to be completely satisfied. There is absolutely no risk.

Will the SmartPath Method work during COVID?

Yes. We’ve been running and managing tax firms for over 37 years. We’ve seen how quickly clients needs can change during up-economies, down-economies, and unplanned world events. The SmartPath Method is the quickest and most effective way to stabilize your firm’s cash flow now and prepare for the future. Your SmartPath Pricing Packages will give you the tools you need to help clients survive, re-build, and thrive in today’s unique environment.

How long does the process take?

You move the process completely at your own pace. Most firms, on average, start seeing an increase in their monthly revenue in 4 weeks or less. If you want the fastest possible results, our Plus or Accelerator Plan will be the best fit to help you.

3 Things You Need to Know About Resetting
Your Client Engagements

Take our FREE mini-course and learn how to reset your engagements with clients to:

  • Increase your fees without risking the relationship.

  • Align the right client with the right service.

How to launch advisory packages that work.

Take our free mini course and learn how to get paid for your knowledge and experience, while delivering massive value for your clients.

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

Tax & Accounting firms struggle to get paid for their strategic help, billing clients for busy work while giving their knowledge and expertise away for free. SmartPath provides pre-built Pricing Packages giving firms the training, tools, and support they need to get paid for helping clients while stabilizing monthly revenue for their firm.