CPA - medium firm
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Jackie will inspire you to become a better firm owner and leader through the FOREVER formula, which details out several key ways to retain not only clients by staff members as well. Covering the following topics:
Fit - Volume does not equal happiness
Outstanding - Identifying your competitive advantages
Resource - Dedicated person assigned, being accountable
Empathetic - Celebrations, Sorrows, and Immunity from hair-on-fire practice
Value - Show your client their exact ROI in you
Engaging - Connecting positively
Revolutionary - Support through positive changes
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate
Meyer Tax Consulting LLC
President and Founder
[email protected]
(888) 272-1258
Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.
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