Build, run, and grow your accounting firm with confidence.

Coaching, courses, and resources designed to elevate your value, save time, and put you back in control of your firm

  • Make better decisions. 
  • Build a business you love.
  • Become indispensable to your clients.
JM-Background-Decoration

Jackie Meyer with Mug Smiling

Jackie Meyer
Business Coach for Accountants

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

In accounting and tax planning, growth is a byproduct of your success. Those wins are exciting and leave you hopeful and thrilled for the future. But alongside those accolades come the daily grind of running a business—serving clients, growing your team, building systems, and all the other things you need to succeed for the long haul. 

Let’s face it. When you get a degree in finance or accounting, even the best academic arenas don’t spend enough time showing you how to do the work and operate a business you love at the same time. 

In my time running my firm, I’ve made mistakes and learned best practices along the way. Now, my focus is packaging and passing those insights on to you and other accountants. 

So whether you’re at your wit’s end (I’ve been there) or seen success and feel stuck (yep, been there too), you’ve got this. Together, we can ensure you build a sustainable, thriving, business you love.

Arrow

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

After building my business and serving on committees like the Intuit Tax Council and Forbes Finance Council, I’ve created the communities and services I wish I would have had when getting started in my accounting firm.

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
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

PODCAST: ONLY SPEND 4 HOURS PER WEEK ON YOUR FIRM
Podcast: Only spend 4 hours per week on your firm

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

Listen Now

Ready for something more?

 Step-1-JM

Schedule a Call

Step-2-JM

We’ll identify a plan for success

Step-3-JM

Get to work and see results

Schedule a Call

Upcoming Events

CCA Fall Conference

August 24th - August 26th "Overcoming Adversity"

08/24/22

8am - 5pm

Costa Rica

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. With determination, guidance, and the right suite of tools, you can have time and energy for all these things, plus a thriving practice too.

Running a successful accounting firm isn’t easy.

Not an accounting firm owner?

I still serve a select group of busy executives and high net worth individuals who need a trusted, strategic partner to handle their tax planning. 

Meyer Tax Consulting 

Customized tax consulting for busy executives

Please Handle My Taxes

Schedule a Call

Whether you are getting started as a tax strategist or need to scale your successful firm to the next level, join this free strategy session to identify gaps and capitalize on your growth opportunities.

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

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