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Unlocking the Secrets of Tax Advisory
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In this episode of the BLABO Podcast, host Chris Papin engages with Dr. Jackie Meyer, a CPA and founder of TaxPlanIQ, to explore the intricacies of tax advisory services. They discuss the importance of proactive tax planning, the value of accurate data, and how to effectively communicate with clients about tax strategies. Dr. Meyer shares insights on client engagement, the future of the tax advisory profession, and the significance of building strong relationships with clients. The conversation also touches on the upcoming release of Dr. Meyer's books aimed at empowering tax advisors and enhancing their practices.
Dr. Jackie Meyer, CPA, 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.
Want quirky humor and occasional bouts of wisdom? Follow her @jackiemeyercpa:
twitter.com/jackiemeyercpa
facebook.com/jackiemeyercpa
https://www.linkedin.com/in/jackiemeyercpa
https://www.youtube.com/@jackiemeyercpa
Join her Facebook group for Accounting Firm Influencers.
https://www.facebook.com/groups/Accountingfirminfluencers/
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