3 Major Shifts: A Fireside Chat for Accounting Firms Ready to Build What’s Next

Most accounting firms are built to handle what clients bring to them. The firms pulling ahead have flipped it — they’ve defined their services, structured their pricing, and stopped leaving money on the table for work they’re already doing.

In this fireside chat, SmartVault VP of Growth Jonathan Young sits down with William Hamilton of SmartPath to unpack three shifts that separate growing firms from those quietly falling behind: how you structure your services to attract the right clients, how you price with data behind you and not just guesswork, and how you make advisory work as repeatable and scalable as a tax return.

Join our conversation for firms who are ready to build what’s next.