Book Your Free Pricing Audit & Unlock 3 Instant Wins for Your Tax Firm

What You’ll Get:

A tailored “Pricing Wins Checklist” for your firm

Industry benchmark comparison, see how you stack up

A quick-win action plan you can implement immediately

What This IS

What This Is NOT

1-on-1 expert review of your pricing approach

Clear, actionable steps to boost your margins

Pricing Data to see how other tax advisory firms price fairly without risking client relationships

A pushy sales pitch or generic webinar

A one-size-fits-all tool that ignores your unique firm

A waste of your time — you’ll walk away with value today

Got Questions? Here’s What to Know

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.”

Book Your Free Expert Session

Stop undercharging high-value clients. In just 30 minutes we’ll show you where your firm is leaving money on the table and how to fix it.

Limited spots available this month. Schedule yours now.

Discuss your current fees and priorities.
See how SmartPath automatically prices any engagement for tax, accounting, & advisory.
Verify the next steps for onboarding or joining our private Growth Group.

Ready to Stop Guessing and Start Pricing Confidently?

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