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Free cpe webinars
The 3 P’s of Scaling a Tax Planning Practice


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a tax firm leader, owner, or influencer, do you know what it takes to scale a tax planning practice with the 3 P’s (not PPP!): Pricing, Product, and People?

Join Jackie Meyer—President and Founder of Meyer Tax Concierge CPA firm (Southlake TX), Certified Concierge Accountant Masterminds, and TaxPlanIQ—and find out. Learn or review what it takes to triple revenues and equally decrease your time in the firm with this niche offering. This is a newly created nontechnical analysis of the components involved in scaling a tax planning practice that shouldn't be missed.

Learning Objectives:

  • Identify the 3 P’s necessary to scale a tax planning practice

  • Recognize what it takes to triple revenues while also decreasing time requirements in a tax practice

  • Evaluate the components involved in scaling a tax planning practice

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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.