Jackie Meyer
The Concierge CPA and Founder of TaxPlanIQ
Southlake, Texas, United States
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As a trailblazer in the accounting industry and a recognized 40 Under 40 Honoree since 2018, Jackie Meyer is on a mission to redefine the future of accounting through innovation, technology, and sustainable growth. A sought-after speaker, she captivates audiences by demystifying complex topics like AI's transformative impact on accounting and pioneering new methodologies for value-based pricing.
Jackie's expertise stems from her hands-on experience as a CPA firm owner from 2010 to 2022. She is the visionary behind the Certified Concierge Accountant training programs, designed to elevate accountants from traditional roles to modern, client-focused advisors. As the founder of TaxPlanIQ, a cutting-edge SaaS platform, she is pushing the boundaries of what technology can achieve in tax planning and advisory services.
Each year, Jackie shares her groundbreaking insights with tens of thousands of accounting professionals, offering actionable strategies for transformative change. She is also the moderator of the influential Facebook group, "Accounting Firm Influencers," where she leads daily discussions among thousands of industry leaders on emerging trends, challenges, and the role of AI in shaping the profession.
With a keen focus on leveraging technology for practical, impactful change, Jackie Meyer is not just preparing accountants for the future; she's actively building it.
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Transformative Tax Advisory: A Practical Workshop
Embark on a journey of professional growth with Jackie Meyer, The Concierge CPA, and 2023 AICPA Accelerator cohort winner with TaxPlanIQ, in this comprehensive workshop tailored for bookkeepers, accountants, and tax professionals. This session is not just about improving your technical skills; it's a transformative experience to redefine your role in the industry.
Delve into the art of identifying tax planning opportunities directly from client returns. We will guide you through analyzing financial documents, uncovering potential tax savings, and creating a roadmap for tax efficiency. Learn to craft detailed tax plans that resonate with your client's unique situations, providing them with tailored advice that goes beyond the standard tax preparation or bookkeeping.
Whether new to tax advisory or well seasoned, master the art of upfront pricing for tax planning services. We'll explore innovative pricing strategy "The ROI Method" that reflect the value you bring to your clients, ensuring that your expertise is appropriately compensated. Discover how to communicate the value of your services effectively, moving away from traditional billing models to a system that rewards expertise and results.
Expand your offerings with various levels of tax advisory services. From conducting basic tax projections to preparing comprehensive tax plan reports, full implementation of strategies, and offering monthly packaged services, you'll learn to cater to diverse client needs. Each level presents an opportunity to deepen client relationships and establish yourself as a trusted advisor in your field.
But this workshop is more than just about boosting revenue. It's about enriching the professional lives of accountants and their clients. We will discuss how integrating tax planning into your practice can lead to more meaningful client interactions and a greater sense of professional fulfillment. Learn how this approach can address some of the most pressing issues in the accounting profession, including work-life balance and mental well-being.
By attending this session, you're not just learning a new skill – you're stepping into a role that goes beyond numbers and into the realm of truly impactful advisory work. Join us to redefine what it means to be a tax professional in today's rapidly evolving industry.
Jackie Meyer
The Concierge CPA and Founder of TaxPlanIQ
Southlake, Texas, United States
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