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Free cpe webinars
Becoming Indispensable: The ROI Method™ of Tax Advisory Services (TAS) Flywheel


Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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:

  • Determine the importance of prioritizing tax advisory services in the age of AI and staffing shortages, and learn how The ROI Method™ of TAS Flywheel can revolutionize your firm's practice

  • Discover the ten key components of the TAS Flywheel and how they align with The ROI Method™ to maximize revenue and client satisfaction at every stage of your TAS practice's lifecycle

  • List techniques and best practices for implementing The ROI Method™ of TAS Flywheel in your accounting firm, attracting high-value clients and fostering long-term relationships

  • Give examples of real-world case studies showcasing the impact of The ROI Method™ of TAS Flywheel on accounting firms' growth and success

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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.


About Our Presenter

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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.