How to Increase Your
Off-Season Referrals
See the exact process other tax & accounting firms are using to increase their referrals 20-50% this year.
What you'll learn...
This workshop will show you exactly how to get introduced to ideal referred clients with without any hard selling.
1 | How to attract 20-50% more ideal referrals this year..
Your Instructor
Will is a huge Lakers fan and lover of technology. He has spent the last 15 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. Increase your margins and be fairly paid what you're worth.
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!
Tues, July. 30th
11:00 AM CST
Copyright 2024 SmartPath.co All Rights Reserved.
FREE Workshop
Reserve your spot today
Not sure if you can make it?
Register anyway, we'll show you how to access the recording after the event.
Weds, July. 31st
10:00 AM CST
2 | How to leverage referrals to create additional year-round revenue.
3 | How to fill your calendar with ideal clients & eliminate dead-end appointments.
4 | The specific process to turn 70+% of your referrals into realized revenue.
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
The nitty-gritty details...
How do I know this will be worth my time?
This training is packed with actionable guidance and zero fluff. We've helped 1,600+ firms increase their margins through better clients. We promise we will get you closer to your goals during these 45 minutes.
Will the workshop be recorded?
Yes, but you'll receive the most benefit from attending at the scheduled time - you'll get access to a swipe file with free downloadable templates. If you absolutely can't make it, make sure you register. That's the only way to access the recording.
What if I register but can't make it?
We'll be sad you couldn't join us, but we will send you details on how to access the recorded session after the event is over.
Can I ask questions during the training?
Absolutely! If we can't get to your question during our time, we'll make sure you can contact us after the session. This will NOT be a boring, lame webinar - we're going to move fast and help you learn exactly what you need to do to increase your margins for 2024 and beyond.
5 | How to create a repeatable process to get clients willing to pay fees 2-5x higher than the avg. tax return.
Get the exact 3-step template firms are using to perfect their the referral process.
BONUS: The Referral Marketing Template
