6 Simple Ways to
Boost Tax Season Margins
Learn 6 ways tax season provides the perfect opportunity to boost margins without damaging your client relationships.
What you'll learn...
This QUICK 30-minute workshop will show you 6 ways to boost your margins this tax season without risking your client relationships.
1 | What you can do.
What your pricing could include this tax season
So you'll be able to generate more revenue throughout the year.
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. Increase your margins and get 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 make this tax season your most profitable one yet!
Wed, Feb. 7th
1:00 PM CST
Copyright 2023 SmartPath.co LLC
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.
Thurs, Feb. 8th
10:00 AM CST
2 | How to do it.
How to execute your fee increases and all other strategies during tax season so the right clients will be happy to pay more.
3 | What your pricing structure should be.
6 simple things you can do right now (with very little time spent).
Ensure you're fairly compensated for all your services this tax season.
4 | What other firms are doing.
The proven pricing process other small tax & accounting firms are using, so you can feel zero stress and quote fees with confidence.
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 1,500+ firms increase their margins through better pricing & packages. We promise we will get you closer to your goals during these 30 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 workshop?
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.
Get the exact 3-step template firms are using to perfect their pricing for every engagement.
BONUS: The Perfect Pricing Template
