In this groundbreaking event, presented by award-winning expert Jackie Meyer, CPA, CCA, and Doctoral Candidate, accounting firms will learn how to prioritize tax advisory services to remain indispensable amid the rise of AI and staffing shortages in the accounting profession. Combining the innovative TAS (Tax Advisory Services) Flywheel concept—a self-reinforcing growth cycle—with Jackie Meyer's proven ROI Method™, this webinar will help you start or streamline a Tax Advisory Service (TAS) practice, dramatically increase revenue, and cultivate a thriving work environment with Jackie's mission of better health, wealth, and relationships at your public accounting firm.
Join us for this transformative webinar and learn how to become indispensable in the accounting profession by unleashing exponential growth at your firm with the combined power of The ROI Method™ of Tax Advisory Services (TAS) Flywheel. Secure your spot today and tap into the expertise of award-winning expert Jackie Meyer to revolutionize your firm's tax advisory services and create a lasting, self-sustaining cycle of success.
Learning Objectives:
Meyer Tax Consulting LLC
President and Founder
[email protected]
(888) 272-1258
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.