Content Provider

Self-Study CPE
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Free cpe webinars
Client Retention: The FOREVER Formula


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Jackie will inspire you to become a better firm owner and leader through the FOREVER formula, which details out several key ways to retain not only clients by staff members as well. Covering the following topics:
Fit - Volume does not equal happiness
Outstanding - Identifying your competitive advantages
Resource - Dedicated person assigned, being accountable
Empathetic - Celebrations, Sorrows, and Immunity from hair-on-fire practice
Value - Show your client their exact ROI in you
Engaging - Connecting positively 
Revolutionary - Support through positive changes

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Jackie Meyer, CPA

Meyer Tax Consulting LLC
President and Founder


As President and Founder of Meyer Tax Consulting LLC in Southlake, Texas, Jackie Meyer specializes in tax planning for executives that provides a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income shifting strategies to managing a family business in QBO.

With her team completely virtual spanning from Texas to Hawaii, the firm stays on the cutting edge of technology working closely with industry leaders on product development. Jackie is a proud participant of the prestigious Intuit ProConnect Tax Council for the 2016-2018 years, while also being a top rated speaker on small firm best practices. 

Jackie began her career at Countrywide while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte while pursuing a MSA at Southern Methodist University. Her drive to combine innovation with unparalleled client service came to light in 2010 as one of the youngest female CPA firm owners in DFW.

She works with local nonprofits, like GRACE family crisis support and the Southlake Public Library to harvest drive and opportunity for others. Jackie also has an infant Gabe, a toddler Alexandra, two large dogs, and loving husband Mark, with whom she attends Gateway church and explores the world.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.