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.
Jackie Meyer is CEO and Founder of TaxPlanIQ, Certified Concierge Accountant Trainings, and Meyer Tax The Concierge CPA. Jackie specializes in providing innovative tax strategies and coaching programs, such as Certified Concierge Accountant Masterminds, to executive clientele for a high return on investment. She leads her own team of top-tier accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer (Join the Facebook group: Accounting Firm Influencers) with thousands of students and followers.
She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2020) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent for lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.
Her passion is coaching accounting firm owners, that enjoy tax planning, on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, and spend their time bridging passion and purpose in the lives around them. Read more at jackiemeyercpa.com
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