Get Confident, Fair Pricing Without Losing Clients

What You’ll Get:

A 1-page Pricing Action Plan tailored to your firm (prioritized, step-by-step).

Benchmark comparison so you can see how similar firms price without risking relationships.

3 quick wins you can implement this week (no big process change required).

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

Will I be pressured to buy software?

No. This is a working session. If SmartPath is a fit, we’ll tell you why. If not, you still leave with your plan.

What do I need to bring?
Nothing mandatory. Fees you charge today and 2–3 recent quotes help us go deeper.

Is 30 minutes enough?

Yes. We focus on your top pricing gaps and send your 1-page plan the same day.

Who will I meet with?

A pricing specialist who works with firms your size (EA/CPA). Not a salesperson.

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

In a 30-minute, 1:1 session, a SmartPath expert will review your current fees and show you 3 pricing moves your firm can implement immediately to increase margins and reduce awkward pricing conversations.

Limited spots available this month. Schedule yours now.

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