SmartPath.co

Free Client Fit Checklist
FOR TAX & ACCOUNTING PROS

When a client asks, "What do you charge?"

Use this checklist before you quote a fee!

The Client Fit Checklist

> Take control as the Advisor in client calls.

> Stand out from any other firms potential clients might be talking to.

> Verify if you want to work with a client in less than 2 minutes!

Thank you! Your form has been successfully submitted.

Work with clients you love

Feature

25%

You don't want to do taxes for just anyone.

Use this checklist to start attracting clients who are happy to pay premium-level fees.

Data set

Feature

25%

Stop wasting time on "free consultations".

Save hours not dealing with tire-kickers and shoppers.

Data set

Feature

25%

Stop competing with other firms.

Stand out from 99% of the competition and position yourself as the trusted advisor you already are.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set

Feature

25%

Our surgeons are experts at what they do as well as being the best in their fields. You can trust you are in good hands with years of experience under their belts.

Data set