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.
5 Actionable Learnings from Helping 1,300 Tax Firms Increase Their Margins
Endorsed & Trusted by
We'll make sure you have all you need to increase margins this upcoming tax season.
