Get your Instant 
Pricing
 Wins 

No Sales Pitch, 
Just Real Expert Help

  • Book a free Pricing Audit. See how your pricing stacks up.

  • Unlock 3 quick pricing wins for your tax firm. 

  • Actionable insights in 15 minutes.

What You’ll Get:

A tailored “Pricing Wins Checklist” for your firm

Copyright 2025 SmartPath.co LLC

Book Your FREE Pricing Session

Ready to stop guessing what you should charge and start growing?
In just three simple steps:

1. Book Your Session: Pick a time that works for you. 

2. Get Your Custom Review: Meet 1-on-1 with a pricing expert.

3. Walk Away With Wins: Leave with a personalized action checklist and real strategies to boost your margins in your tax and advisory firm

Industry benchmark comparison, see how you stack up

A quick-win action plan you can implement immediately

Most firm owners feel stuck between undercharging and risking client relationships

That’s why we created these focused sessions: 
To help you see exactly what’s working for others and what you can do next.
 
— Will Hamilton, SmartPath Founder


What This IS

What This Is NOT

1-on-1 Expert help 
understanding your pricing
 
Action Plan to see the most critical areas to improve first
 
Pricing Data to see how other tax advisory firms price fairly without risking client relationships 

A blind sales pitch. We'll show you how SmartPath can help with pricing, but if it's not a fit, there's no push.

Wasted time. We promise this will not be a waste of your time—you will walk away with actionable insights.

A fit for every firm. If you don't enjoy going deeper with clients and don't want to scale advisory work, may not be for you.

Book Your Free Expert Session

Frequently Asked Questions

- Do I need to prepare anything? 
   Bring a good attitude and be ready to learn, we’ll do the rest.
 

- Will I be pressured to buy? 
   Absolutely not. We only discuss SmartPath if you want to learn more. 

- What will I get from the call? 
   A prioritized, actionable list of pricing improvements tailored to your firm.

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 SessionBook Your Free Expert Session
Book Your Free Expert Session
Book Your Free Expert Session