
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.
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.
Ready for something more?
Schedule a Call
We’ll identify a plan for success
Get to work and see results
Upcoming Events
AICPA Engage 2022
Sharla and I are speaking at the AICPA Engage and sharing TaxPlanIQ.
06/06/22
4 PM - 7 PM
Las Vegas, Nevada
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.

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


TaxPlanIQ the project management platform for tax planners


Meyer Tax Consulting Customized tax consulting for busy executives

