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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, 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.

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.