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Free cpe webinars
Charge What You’re Worth With Tax Planning

CHARGE WHAT YOU'RE WORTH WITH TAX PLANNING

Cost $25.00
Presentation Length 2.0 hours

Recorded DateDecember 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Never give away or undervalue tax planning again. Whether you simply provide a couple of ideas to the clients per year, like an IRA or HSA, or you give full-blown tax plans and manage the implementation for the client, this masterclass will show you how to instantly show and retain your value to the client. Accountants hate sales, so our ROI method sells itself.

Jackie Meyer, CPA, CCA, CTC, is on a mission to infuse passion and purpose back into tax practices. Create raving fans of your services, never have a billing dispute again, and provide tax planning services that bring immense value. Join us if you want to better your tax practice and your life before the next busy season.
  
Learning Objectives:


  • Evaluate the ROI method and how you can use it to instantly sell or maintain client satisfaction

  • Describe the latest pricing and practice management methods, and what is working

  • Summarize a common case study

  • Assemble an action plan to take your tax practice to the next level and re-infuse your passion and purpose

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

 

About Our Presenter

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.