Dr. Jackie Meyer, CPA
Maximizing Value for Advisors and Entrepreneurs.
The Balanced Millionaire
Dr. Jackie's Upcoming Book
A Candid Journey Through Leadership & Success
Experience a raw, honest exploration of entrepreneurial success, mental health challenges, and the pursuit of true wealth that extends far beyond financial statements. Dr. Jackie shares her personal journey with vulnerability and wisdom.
01
The Balance Sheet of Life Formula
Learn the revolutionary framework for achieving holistic wealth across financial, emotional, physical, and spiritual dimensions.
02
Exclusive Early Access
Join the waitlist for sneak peeks, behind-the-scenes content, and special launch event invitations before public release.
03
Limited First Edition Perks
Waitlist members receive priority access to signed copies, bonus materials, and exclusive author Q&A sessions.

Sign up now to secure your spot and be among the first to receive updates, exclusive previews, and launch notifications for The Balanced Millionaire.
Why Work With Dr. Jackie?
500+
Firms Transformed
Trusted advisor using her SaaS platform and coaching programs at TaxPlanIQ
15+
Years Experience
Building and scaling successful accounting practices
3x
Income Growth
Average results for clients implementing her methodologies
Dr. Jacks
More Than a CPA
"My mission is to transform the accounting profession from within—creating a future where practitioners thrive professionally while living balanced, fulfilling lives."
Academic Excellence
Dr. Jackie earned her Doctorate in Strategic Leadership in 2024, complementing her Masters in Accounting & Tax with cutting-edge research in organizational transformation and leadership psychology.
Serial Entrepreneur
Founder of multiple successful ventures including TaxPlanIQ, Concierge Accountant Coaching, and Meyer Tax Consulting, each designed to elevate the accounting profession and empower practitioners.
Unlock Your Firm's Potential
Proven Track Record
7-figure CPA firm founder and 8-figure SaaS entrepreneur with a doctorate in leadership, bringing real-world experience to every engagement.
Transformative Methods
Creator of the ROI Method™ and TaxPlanIQ platform, empowering accountants to triple their income while dramatically reducing workload and stress.
Dynamic Speaker
Passionate keynote speaker and executive coach transforming accounting firms worldwide through actionable strategies and inspiring leadership insights.
Real Results from Real Clients
Tripled Income, Half the Clients
"Dr. Jackie's methods completely transformed my practice. I tripled my income while cutting my client load in half, giving me time for family and the work I actually love doing."
— Sarah M., CPA Firm Owner
Transformed Tax Planning
"Jackie's coaching revolutionized our approach to tax planning and client retention. We've seen unprecedented growth in advisory revenue and client satisfaction scores have never been higher."
— Michael T., Tax Advisor
Unlocked New Revenue
"Her SaaS platform saved us countless hours while unlocking entirely new revenue streams we didn't know existed. The ROI was immediate and continues to compound every quarter."
— Jennifer L., Accounting Firm Partner
Speaking Engagements
Inspire Your Audience with Proven Leadership & Tax Strategy
Transformational Leadership
Build resilient teams with strategic vision.
Value Pricing Innovation
Boost profitability with value-based models.
Work-Life Balance
Achieve sustainable success and well-being.
Tax Planning Excellence
Leverage cutting-edge strategies for proactive tax advisory.
Diversity & Faith
Foster inclusion, navigate faith in professional settings.
Finding Value Within
Unlock untapped client and personal potential.
"Every talk is customized to your event's specific goals and audience needs. Dr. Jackie brings energy, expertise, and actionable takeaways that create lasting impact."
Book Dr. Jackie to Speak
Keynotes & Workshops
  • Accountex Canada
  • NYCPA Tax Symposium
  • Woodard Scaling New Heights
Practice Development
Successfully built and scaled a thriving boutique CPA firm.
Founder and President of SaaS for tax advisors - TaxPlanIQ.
Strategic Acquisition
Achieved a highly successful firm exit in 2022.
Recognized Thought Leadership
Esteemed advisory contributor to Forbes and Harvard Business Review.
See What's New At TaxPlanIQ
Join hundreds of accounting professionals who have transformed their practices, reclaimed their time, and built the firms of their dreams with Dr. Jackie's proven guidance and support.
Ready to Transform Your Firm?
Weekly TaxPlanIQ Blog
Join over 20,000 subscribers receiving exclusive tax planning strategies, practice management tips, and industry insights every Friday from TaxPlanIQ.
Thriving Community
Explore Accounting Firm Influencer's and connect with a vibrant community of 8,000+ firms sharing best practices, celebrating wins, and supporting each other's growth.

🎙️ Listen to The Concierge CPA Podcast for inspiring stories, proven strategies, and actionable advice from successful accounting professionals transforming their practices.

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Jackie Meyer, The Concierge CPA

Jackie Meyer, CPA, is the founder of Meyer Tax Consulting and TaxplanIQ. She is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you. If you want to increase your prices, improve your firm's workflow or work with better clientele. Join the Certified Concierge Accountant at yourcca.com, where qualified CPAs collaborate and learn proven techniques to improve your firm’s efficiencies and solve challenges exclusive to the accounting industry. Jackie a

Let's Connect
"Your journey to a thriving, balanced, and impactful accounting career starts with a single conversation. Let's create something extraordinary together."