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.
Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.
These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.
She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.