Get Paid for 
"Quick Questions"

in 3 Easy Steps

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.

1 | The easiest way to get clients to pay more.

What to say when clients ask for help that's not in scope do you don't give away free work but still make the client feel good.

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!

Wed, June 14th

Save My Spot ✅

1:00 PM CST 

Copyright 2023 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.

Save My Spot ✅

Thurs, June. 15th

10:00 AM CST 

Save My Spot ✅

2 | How to calculate a fair price.

The 5 Key Service Categories you can offer to make ideal clients happily pay a higher fee.

3 | The best response for "Quick Questions".

How to add services to any engagement without arguing with the client.

4 | How to better define your work.

How to define your work so both you and the client agree on what's included and can track your progress.

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


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 1,300+ firms increase their margins through better pricing & packages. 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 2023 and beyond.

How to restructure your engagement with existing clients so you can get fairly compensated and get back on track. 

5 | How to update existing engagements.

Get the exact template firms are using to easily onboard clients into higher-fee engagements.

BONUS: The Perfect Pricing Script


Save Your Spot ✅


How to use client questions to onboard new paid engagements.