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
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 an 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.
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