Jackie Meyer
CPA, CCA, Doctoral Candidate
Recovering CPA Firm Owner
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.
Certified Concierge Tax Advisor
A tax planning masterclass & coaching course to help accountants level up their firm
TaxPlanIQ
The project management platform for tax planners
Certified Concierge Accountant Mastermind
Professional coaching for accountants reimagined
Accounting Worksheet Bundle
Downloadable templates to propel your business forward.
Value Pricing Guide for Tax Accountants
Your step-by-step guide to implementing value-based pricing in your firm.
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.
Podcast: Only spend 4 hours per week on your firm
An interview where I explain how to get more done in less time.
The Concierge CPA Podcast
Listen to my Podcast as I encourage Accounting entrepreneurs and influencers to share their expertise, stories, and hearts.
Podcast Appearances
Follow along with my appearances on some of our favorite accounting podcast channels.
Schedule A Meet-And-Greet (25 minutes)
We’ll identify a plan for success
See an ROI
Upcoming Events
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!
May 25th, 2023
Online
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
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!
05/04/2023
2:00 PM CST
Online
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:
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
Meyer Tax Consulting Customized tax consulting for busy executives