How to Make Your
Client Roster Better.
Get rid of stress from clients you don't want!
Learn step-by-step how to realign your clients for better cash flow and let go of the ones that no longer fit (without ruining your relationships).
What you'll learn if you attend...
This free 45-minute training will show you exactly how to optimize your client roster and increase your cash flow through better client management.
1 | Right Clients = More Cash.
We'll show you proven ways to increase your cash flow by strategically matching the right service level with the right clients - no matter where in the country you practice or what types of clients you work with.
Training Instructor
Will is a huge Lakers fan and lover of technology. He has spent the last 12 years helping thousands of small firm owners onboard clients easier and increase revenue, so they can spend more time doing what they love.
You can make more and stress less if you align your work with the right clients.
Don't waste any more time guessing how to move the needle in your practice. We'll show you step-by-step how to have better clients and generate more cash flow. Save your spot today!
Wed, July 14th
11:00 AM PST
|
2:00 PM EST
Copyright 2021 SmartPath.co LLC
FREE Training!
Reserve your spot today
(Not sure if you can make it? Register anyway, we'll send you access to the recording after the event.)
Thurs, July 15th
11:00 AM EST
8:00 AM PST
|
2 | Break up with your "busy work".
Learn how to design your year-round workflow (including tax season) with less "busy-work" and more strategic planning, so you can increase your cash flow when you need it most.
3 | One simple tool...
Discover one simple tool that will make it clear exactly what value you provide clients with right away, so they will want to pay you a fair fee.
4 | The Best client categories
You'll see a simple client categorization method that will reveal how to prioritize your time with clients that are willing to pay for it.
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.”
Tamie Ball, CPA
"I needed some guidance and tools to steer the ship in the direction I wanted to go - SmartPath worked great to help me verbalize and implement my vision for my practice. It was great to use their experience with other firms to refine my vision and really narrow in what I want to do for my clients going forward.”
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 1,000+ firms increase their cash flow by working with better clients. We promise you'll get closer to your goals during these 45 minutes.
Will the session be recorded?
Yes, but you'll get the most benefit from attending at the scheduled time - you'll get access to a swipe file with free downloads. 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 the recorded session (via email) 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 cash flow for 2021 and beyond.
5 | Bonus!
Best-practice templates for how to disengage or reset your relationship with clients without alienating them or creating unnecessary friction.