5 Ways to Increase Your
Margins With Tax Clients
See the 5 strategies small tax firms across the US use to significantly increase margins, all without losing clients.
What you'll learn...
This 45-minute training will show you exactly how to increase your margins with new and existing clients this tax season.
1 | Why margins are suffering.
What simple strategy has proven to be more impactful than "across the board" price increases for everyone.
Your Instructor
Will is a huge Lakers fan and lover of technology. He has spent the last 14 years helping thousands of firm owners simplify their pricing and increase revenue so they can spend more time doing what they love.
Make more and stress less. Increase your margins and be fairly paid what you're worth.
Don't waste any more time guessing about your pricing or sitting on a client proposal. Get paid for your knowledge and expertise. Save your spot today!
Wed, Nov. 9th
12:30 PM CST
Copyright 2022 SmartPath.co LLC
FREE Workshop
Reserve your spot today
Not sure if you can make it?
Register anyway, we'll show you how to access the recording after the event.
Thurs, Nov. 10th
10:00 AM CST
2 | How to nail the "perfect" price.
The 5 Key Service Categories you can offer that will make ideal clients happily pay a higher fee.
3 | Which clients to target.
Why margins across the tax prep industry have gone down and the simple change firms are making to get back on track.
4 | Increase fees without confrontation.
How to set up client education materials that do the work for you so you can increase margins without painful client conversations.
What Tax Pros Say About Our Training
Alice Linville, EA
"A client had been emailing random questions. After using the SmartPath training, we're meeting next Tuesday to begin my new process at a 43% increase in her prior tax prep fee.”
Marc Adams, EA
"The training helped me to clearly identify how to transition my clients to my new way of doing business so that I already have a warm base to build from. My business can now withstand the inevitable decline of the simple tax preparation practice.”
Nicole Odeh, EA
"Using the SmartPath training between August 2021 and March 2022, we have added over $96,000 in annualized revenue!
This includes bookkeeping clients at
$1,200/month and THIRTY tax prep+/health pro bundle clients between $2,400-$3,600 per year.”
William Hamilton
Co-Founder, SmartPath.co
The nitty-gritty details...
How do I know this will be worth my time?
This training is packed with actionable guidance and zero fluff. We've helped 1,300+ firms increase their margins through better pricing & packages. We promise we will get you closer to your goals during these 45 minutes.
Will the workshop be recorded?
Yes, but you'll receive the most benefit from attending at the scheduled time - you'll get access to a swipe file with free downloadable templates. If you absolutely can't make it, make sure you register. That's the only way to access the recording.
What if I register but can't make it?
We'll be sad you couldn't join us, but we will send you details on how to access the recorded session after the event is over.
Can I ask questions during the training?
Absolutely! If we can't get to your question during our time, we'll make sure you can contact us after the session. This will NOT be a boring, lame webinar - we're going to move fast and help you learn exactly what you need to do to increase your margins for 2022 and beyond.
How to tailor your margin increase based on your unique circumstances and goals.
5 | Creating a 30-Day Action plan.
Get the 90-sec script to confidently increase your margin with clients before the end of the year.
BONUS: Free Margin Increase Script
