What you'll get

We will build your a Premium Margins System that gets 
20 - 50% of your clients to pay you more per month.

Create Your Margin Increase Plan

We will verify what phase your practice is currently at, and then structure a margin increase plan for you.

Meet the team

Will is a huge Lakers fan and lover of technology.  

Over the last 14 years, he has helped 1,200+ small firm owners across the country increase their income and build thriving tax consulting practices.

Start charging a minimum of $89/month for individual clients

Copyright 2022 SmartPath.co LLC

Create A Custom Package Menu

We will create a custom package menu for your firm so you can give clients up to 3 options to choose from.

Bonus! 🎁

Apply today and get three 1-on-1 implementation sessions 

Here are some real results our clients are getting by following our proven process:

William Hamilton

Co-Founder, SmartPath.co

We will build out all the materials you need so your clients can understand and resonate with your new pricing.

Build Client Education Materials

Access Our Training Materials

Learn how to offer year-round strategic value to clients using our proprietary tools that make advisory work drop-dead simple.

Book Your Spot Now

5 Actionable Learnings from Helping 1,300 Tax Firms Increase Their Margins

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Endorsed  & Trusted by

We'll make sure you have all you need to increase margins this upcoming tax season.

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