How to Stop Giving
Away Free Advice
What you'll learn...
This training will show you how to onboard new paid engagements by simply responding to questions clients are already asking you.
The Real Cost of “Quick Questions”
A proven, word-for-word framework for setting boundaries and upgrading client agreements without awkwardness.
Your Instructor
Will is a huge Lakers fan and lover of technology. He has spent the last 14 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love.
Make more and stress less.
Get fairly paid for all your work.
Don't waste any more time guessing about your pricing or sitting on a client proposal. Get paid for your knowledge and expertise. Save your spot today!
Copyright 2023 SmartPath.co LLC
The Three Habits That Train Clients to Expect Free Work
Identify and break the subtle patterns that lead to scope creep, overdelivering, and burnout.
The Stop-Free-Advice Script
How small, unpaid advice adds up to thousands in lost revenue each year and how to stop the bleed without damaging client relationships.
Turning Scope Creep Into Paid Engagements
How to confidently reposition “off-the-clock” work as high-value advisory services clients are happy to pay for.
What Tax Pros Say About Our Training
Alice Linville, EA
"A client had been emailing random questions. After using the SmartPath training, we're meeting next Tuesday to begin my new process at a 43% increase in her prior tax prep fee.”
Marc Adams, EA
"The training helped me to clearly identify how to transition my clients to my new way of doing business so that I already have a warm base to build from. My business can now withstand the inevitable decline of the simple tax preparation practice.”
Nicole Odeh, EA
"Using the SmartPath training between August 2021 and March 2022, we have added over $96,000 in annualized revenue!
This includes bookkeeping clients at
$1,200/month and THIRTY tax prep+/health pro bundle clients between $2,400-$3,600 per year.”
William Hamilton
Founder, SmartPath.co
Use Client-Defined Results (CDRs) to align your fees with the progress clients care about most.
Pricing Strategy That Protects Your Time
Walk away with a plug-and-play “Scope Upgrade Worksheet” so you can start getting paid for every conversation, starting this week.
BONUS: Your Immediate Action Plan
PARTNER
See what's working for other firms and get a step-by-step plan to get paid for your knowledge, time, & expertise.
FREE Workshop
Reserve your spot today
Wed, Sep 3th
1:00 PM CST
11:00 AM CST
Thurs, Sep 4th
Not sure if you can make it?
Register anyway, we'll show you how to access the recording after the event.
And before you know it, you’ve delivered 30 minutes of strategy for free.
But you can't keep doing advisory-level work under a tax-prep price tag.
Here’s what this sounds like:
“Can I just pick your brain real quick?”
“Would love your thoughts on this…”
“What would you do in this situation?”