Copyright 2026 SmartPath.co LLC
Common Questions
How much time does the session take?
No more than 30 minutes. Come ready and we’ll walk you through your key pricing wins.
Do I need to prepare anything?
No. Just bring your current pricing list (if handy) and an open mindset. We’ll handle the rest.
Will I be asked to buy something?
Absolutely not. This is a no-obligation session. If we determine it’s a fit for SmartPath, we’ll talk next steps — but you’re under no pressure.
Is this suitable for my firm (tax, CAS, advisory)
Yes. Whether you’re focusing on tax prep, advisory, or bookkeeping clients, we’ll tailor the audit to your firm’s needs.
Michael McGovern, EA
70% of all our fees are
now monthly recurring
“Thanks to SmartPath Engage, clients are loving our monthly tax advisory services and we have year-round cash flow. Our margins have never been better.”
Nicol Odeh,
EA
Wow, I'm super excited
about this
“This is insane - this week we’ve had 1 Health pro bundle closed at $250/month and 3 Tax Prep+ bundles closed at $300/month, Wow.”
Chris Henson, CPA
We’ve added $9,648 in new MONTHLY revenue
“I’m feeling way less stressed. We finally have an easy way to handle people who call asking how much we charge.”
If You’re Thinking About This Now, January Is the Right Time
A Note from Will Hamilton, Founder of SmartPath
When I started SmartPath, I had already spent years advising accounting firms that were doing great work but struggling to price it confidently.
I saw firsthand how talented professionals under-valued themselves, not because they lacked skill, but because they didn’t have the right tools or data to support their worth. That’s why we built SmartPath: to help firms price strategically, communicate value clearly, and grow profitably.
When you book your session, you’ll meet with someone from our SmartPath team, a group with 16+ years of combined experience helping tax and accounting professionals boost margins and client confidence.
I’m proud of the impact we’ve made so far, and I’m confident you’ll walk away from your call with practical, immediately usable insights.
Will Hamilton
Founder, SmartPath
What Happens When You Meet With Our Team
This is a conversation focused on your tax engagements and pricing for this season.
(Yes! THIS tax season)
In one short meeting, we help you get clarity on what can realistically be cleaned up now and what is better left alone until after April.
1. We See What You’re Charging
We start with your current situation, not a perfect future state.
- How you are currently pricing tax work
- What you have already sent to clients
- What new leads or referrals you expect this season
No judgment. No rewriting history.
2. We Identify Your Custom Boost
Not everything needs to change.
Together, we identify:
- Which engagements can benefit from a Boost
- Which engagements should be left alone
- What clients be offered a services upgrade without creating risk or extra work
This keeps the focus practical.
3. We Create Your Plan
If SmartPath is a fit, we walk through exactly how we would help.
That may include:
- Setting up clear pricing & service upgrade options you can use immediately.
- Gather what we need to do all the setup for you.
- Remove all the manual back-and-forth from your engagement process.
We do the setup.
You approve what goes live.
4. You Decide What Happens Next
There is no pressure..
Some firms:
- Start with new clients only
- Use SmartPath for a specific segment
- Add more revenue boosts after tax season!
The meeting is about clarity first.
Make more money per tax client!
We boost the fees inside your tax season engagements
(even if tax season has already started!).
Meet with our team
In one short meeting, we will show you what we can take off your plate this tax season.
Use tax season to make
more revenue all year!
- Already sent engagement letters?
We help you offer easy upgrades to add services later. - Losing money on new leads or referrals? We do Discovery for you, so you don’t even have to talk to new clients if you don’t want to.
- No time to set up new tools?
We handle the setup.