SmartPath Fundamentals Course
The SmartPath Fundamentals Course is your step-by-step playbook to build a more profitable, value-driven firm. Designed specifically for solo and small firm CPAs, EAs, and tax professionals, this course teaches you how to stop selling tax prep and start selling progress.
26 articles
- 🚀 Goals
- 💵 Expenses
- 🗃️ Client base
- 🧾 Pricing
- 💡 Business Incubator
- 💡 Business Bundle
- ✒️ Navigating to Firm Financials
- 🗓️ Tax Planning and Advisory
- 🎉 Accounting Success
- 💰 Payroll
- 📈 Reporting Only
- 👤 Individual bundle
- 🏛️ IRS Rapid Relief
- 📊 Reporting Only - Individuals
- 📋 Pricing table
- 💼 Firm Pricing
- ✏️ Pricing Customization
- ✨ Pricing Bumps
- 🎨 Branding
- 📑 Document Templates
- ✅ Onboarding Checklists
- 🪄 Magic Client Pricing
- ❇️ Adding Clients
- ⚙️ Client Enrollment process
- 📍 Roadmap
- How to access to your training resourcesHere are some scenarios showing how to access your resources.