Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals How William Hamilton Breaks Down Pricing, Packaging, and Value for Accounting Firms
Jan 15, 2026
William Hamilton, founder of SmartPath who helps firms design pricing and engagement models. He breaks down how to present pricing, why to offer multiple options, and when to productize packages. Conversation covers showing prices online, packaging around client goals, and which services drive the highest margins.
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Tie CFO Fees To Deliverables
- For outsourced CFO work, tie monthly fees to concrete deliverables and cost savings vs hiring full-time.
- Quantify outcomes like financing readiness, cap table cleanup, and process improvements.
Bricklaying Vs Strategic Accounting
- Repetitive reconciliation and payroll reporting are low-margin 'bricklaying' tasks.
- Strategic accounting (forward-looking guidance) drives higher margins.
Sell Labor Optimization Analysis
- Offer labor and payroll optimization by modeling future roles, costs, and margins.
- Help clients plan headcount to support projected revenue and protect profit.