SmartPath.co

One of our clients runs a great firm. He teaches the tax prep course at a local college. Nothing wrong with how he operates. We ran a client roster analysis on his practice anyway. Found $91,277 in revenue just sitting there.

Dormant revenue is not a sign of a bad firm. It is the natural result of being busy. When you are getting work out the door, managing staff, dealing with client questions, you are focused on what is. The gap between what is and what could be for your clients is where all of it lives.

If you want to know what is sitting in your roster, we’ll show you for free.

🔗 Get your free client roster review using the link in our bio.

Plot twist: the revenue you need is already in your firm.

It’s just hiding behind a few manual processes and some clients you forgot to follow up with.

Free live session May 13 + 14. Link in bio.

We’re throwing a 🎉Free Pricing Party🎉 and you’re invited!!

On March 24th, the SmartPath team is going live to price real clients in real time, with real people from the audience coming off mute.

No scripts. No theory. Just pricing, live, start to finish.

Monday, March 24th at 11:00 AM CT. Free to attend.

Link in bio to RSVP. 🥳

Two stats from our last webinar that stuck with us.

73% of bookkeepers have no clear levels of value to present to clients. Only 9% actually visualize their value to clients.

If your clients can’t see your value, the only thing left to compare is your fee.

We help firms fix both of these. Meet with our team and see how it works for your firm. Link in bio. 🔗

You’re busy serving clients. But is your pricing serving you?

Whether you focus on bookkeeping, tax, or advisory…
One thing is true across the board:
You deserve to get paid for the help you already give.

Join us for our upcoming CPA Academy webinar where we’ll walk through how to:
✅ Identify three value tiers that align with client needs
✅ Describe how to match pricing to client outcomes rather than hours worked
✅ Differentiate between DIY clients and growth-focused clients to streamline service offerings
✅ Construct a straightforward “pick your plan” process to facilitate client conversations

You don’t need to change everything.
Small adjustments create big margin shifts.

This session is designed for bookkeepers and accounting professionals who want to build a firm that serves them, not just their clients.

👉 Save your seat through the link in our bio and earn up to 1 free CPE credit.

Let’s make sure this year pays you what you’re worth.

is usually framed as survival mode.
But it’s also one of the few times of year when clients are already engaged, responsive, and thinking seriously about their finances.

That makes it a natural moment for engagement clarity.

When scope, pricing, and engagement level don’t get clarified during tax season, they tend to get deferred until “later.” And later usually turns into May or June, when the momentum is gone.

The result isn’t just misaligned fees.
It’s misaligned expectations for the rest of the year.

The next 12 weeks don’t just determine how busy a firm is.
They quietly lock in revenue, boundaries, and client relationships for the next 12 months.

We’ve found this window matters more than most firms realize.
How are you thinking about engagement clarity this tax season?

Grateful for this community of accountants and tax pros who show up for their clients every day. Wishing you a happy holiday season and a well-earned moment to recharge. Here’s to a strong finish to the year and an even better one ahead.

We’re teaming up with , , , and to show you 5️⃣ ways to boost profits this tax season. 📈

👉 Register today using the link in our bio.

Want more 5-star reviews without the awkward ask?

We just released a free playbook that shows tax & accounting pros exactly how to automate review requests, time the ask perfectly, and boost local SEO. Fast.

Free download in our bio.

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