Structuring Outsourced CFO Engagements

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many operational issues firms experience. William has spent more than a decade studying how accounting firms price services and where those models tend to break down.

Rather than focusing on theory, the conversation centered on how firms can think more clearly about pricing, packaging, and value in real client situations.