Mission Possible: Better Health, Wealth, & Relationships For Your Accounting Firm & YOU!

Consulting, coaching, software, and resources are designed to elevate your value, save time, and put you back in control of your firm while maximizing clients' ROI. From Jackie Meyer CPA so you....

  • Make better decisions. 
  • Build a business you love.
  • Become indispensable to your clients.
  • Swipe & deploy tried & true tactics and templates.

 

🌐🎤 Now offering thought leadership, speaking, and consulting services for firms across the globe! Explore the transformative impact I can deliver: 🚀💼

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Events

Check out our latest Events

 

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Live Challenge: 10 Days to Closing a Tax Plan

It's finally time to monetize your tax advice. The next tax season is fast approaching, and whether you have been giving away free tax tips for years or just need some accountability or encouragement in the process, this challenge is perfect for you!

Nov 6th, 2023

Online

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CCTA | Certified Concierge Tax Accountant | a tax planning masterclass

Learn about tax strategies (the dos and don'ts) in a 12 -month hybrid course with 18 CPE.

First 3 Thursdays of the month

11 am CST

Online zoom meetings and our educational portal

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CCA | Certified Concierge Accountant Mastermind

Led by Coach Chuck Bauer and Coach Jackie Meyer CPA. It’s all about best practices and boundaries at any accounting firm. Jackie shares some insight on how tax planning transformed her firm, but you do not need to be a tax planner to take this class. The other topics focus on client guidelines, communication protocols, sales tactics, and encouragement to take your firm to the next level of efficiency!

11/02/2023

2:00 PM CST

Online

CPA Academy

Current CPA Academy CPE on AI, Tax Advisory and More!

In the ever-evolving landscape of tax planning, continuous learning is paramount. Equip yourself with the latest knowledge and methodologies, ensuring you provide top-tier advice and strategies to your clients, and stay at the forefront of AI and Tax Advisory innovations, all while earning your CPE credits through CPA Academy

Ongoing

Online

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Access the tips, tools, and insights I’ve used to scale my firm.

After building several businesses and serving on committees like the AICPA Practice Management & Wow committees, AICPA Accelerator Program (2023), Intuit Tax Council, and Forbes Finance Council, I’ve created the resources and connections I wish I would have had in my accounting firm.

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Certified Concierge Tax Advisor

A tax planning masterclass & coaching course to help accountants level up their firm

Request Access

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TaxPlanIQ

The project management platform for tax planners

Start Your Free Trial

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Certified Concierge Accountant Mastermind

Professional coaching for accountants reimagined

Join Now

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Jackie Meyer
CPA, CCA, Doctoral Candidate
Recovering CPA Firm Owner

It’s time to transform your accounting practice once and for all.

Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisory since 2018, is leading the way passionately coaching and consulting accounting firms on practical and efficient solutions that improve the profession as a whole, from recruitment and retention to the impact of AI. As the former founder of an award-winning CPA firm (2010-2022), she has since founded a SaaS Tax Advisory Platform TaxPlanIQ (AICPA 2023 Accelerator Cohort), Certified Concierge Accountant/Tax Advisor masterminds. These solutions uniquely position Jackie to share insights and best practices that can help transform accounting firms directly. Her approach is grounded in The ROI Method(tm), which emphasizes a change in pricing modules to better align with client value, as well as addressing the cultural and workaholism tendencies that can lead to burnout and turnover.
 
 
Through her work, Jackie speaks to tens of thousands of accountants each year at conferences and custom consulting, offering transformational solutions to help firms thrive in the face of many challenges. She also leads a vibrant Facebook group of "Accounting Firm Influencers" who continue these discussions on a daily basis, sharing ideas and driving change in the profession. With Jackie's leadership and expertise, the future of the accounting profession is bright and full of opportunity.
 
Want questionable humor and occasional bouts of wisdom? Follow her almost anywhere @jackiemeyercpa:

Free accounting and tax planning resources designed with you in mind. 

You’re great at balancing their books.Yes these ideas and best practices to bring balance to your professional (and personal) life too.

Accounting Worksheet Bundle
Accounting Worksheet Bundle

Downloadable templates to propel your business forward.

Request Access

Value Pricing Guide for Tax Accountants
Value Pricing Guide for Tax Accountants

Your step-by-step guide to implementing value-based pricing in your firm.

Get the Guide

Accounting Firm Influencers
FaceBook: Accounting Firm Influencers

Meet your 5,000 new best friends (and counting) inside our exclusive Facebook Group curated entirely for accountants and tax planners like you. It’s a safe place to build connections, tackle challenges, and grow together.

Join The Community

or Join Advanced Tax Strategies!

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Podcast: Only spend 4 hours per week on your firm

An interview where I explain how to get more done in less time.

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PODCAST: ONLY SPEND 4 HOURS PER WEEK ON YOUR FIRM
The Concierge CPA Podcast

Listen to my Podcast as I encourage  Accounting entrepreneurs and influencers to share their expertise, stories, and hearts.

Listen Now

 

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Podcast Appearances

Follow along with my appearances on some of our favorite accounting podcast channels.

Listen Now



Want To Chat?

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Schedule A Meet-And-Greet (25 minutes)

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We’ll identify a plan for success

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See an ROI

Schedule A Meeting

Running a successful accounting firm isn’t easy. 

What we do is not for the faint of heart. It’s challenging to deliver day after day in a way that demonstrates your value. Without systems and structure in place, doing something you love can easily lead to frustration and burnout. 

Unsustainable hours. Razor-thin margins. Clients who just don’t get it. I’ve experienced it all and want something better for you. 

Your business should feel like a playground, not a prison. 

Without a strategic plan in place, that business you started with hustle, zeal, and a few dollars (that used to give you life) is suddenly draining your mental and physical health. 

I want you to have time—and freedom—for what matters most. Kids. Family. Friends. Hobbies. Travel. With determination, guidance, and the right suite of tools, you can have time and energy for all these things, plus a thriving practice too.

It starts with finding your true purpose, sprinkle in your re-found passion, and you've found the ROI formula for success in your accounting firm.

Running a successful accounting firm isn’t easy.

Want Jackie To Speak or Consult?

I cater to a select number of accounting firms and speak at conferences worldwide.

1️⃣ As a doctorate candidate in leadership (2024), I address various leadership topics such as love, transformational, coaching, and adaptive leadership styles. I've coached accountants near and far on transforming their firms with proven coaching 🎓🌟

2️⃣ With 12 years as a CPA firm owner, I speak about value pricing, my trademarked ROI Method™ of tax planning & proposals, firm best practices, boundaries, deadlines, time blocking, tax strategy & technical topics, valuing and selling your firm. I recently presented at Accountex Canada on workaholism and the ROI method. 💼📈

3️⃣ As the Founder of TaxPlanIQ, I keynoted at the NYCPA tax symposium on innovation and moderated a panel. I also discuss faith & diversity in the workplace. With almost 100 tax strategies in TaxPlanIQ, I can teach technically on any of them. 🚀🌈

🔥 Customized speaking & consulting tailored to your needs:

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Shoot Me A Note

I 😍 love feedback...👍 good, 😞 bad, 😬 ugly....🙏 please reach out. I want to be a 🎁 blessing to you!

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The Tax Planning Masterclass Coaching and courses to help accountants level up their firm
The Tax Planning Masterclass Coaching and courses to help accountants level up their firm

Certified Concierge Tax Advisor, The Tax Planning Masterclass Coaching and courses to help accountants level up their firm
TaxPlanIQ the project management platform for tax planners
TaxPlanIQ the project management platform for tax planners

TaxPlanIQ the project management platform for tax planners
Meyer Tax Consulting Customized tax consulting for busy executives
Meyer Tax Consulting Customized tax consulting for busy executives

Meyer Tax Consulting Customized tax consulting for busy executives
Certified Concierge Accountant Mastermind Professional coaching for accountants reimagined
Certified Concierge Accountant Mastermind Professional coaching for accountants reimagined

Certified Concierge Accountant Mastermind Professional coaching for accountants reimagined