Jackie Meyer, The Concierge CPA

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Dr. Jackie Meyer, CPA, creator of the ROI Method® of Value Pricing, and founder of TaxPlanIQ — tax planning software for CPAs and tax advisors. Built and sold a boutique CPA firm after tripling revenue with just 56 clients. Keynote speaker who flips accounting principles inside out. Because ROI isn't just for business — it's for your health, your time, and your life. Author of The Balanced Millionaire: Advisor Edition and host of The Concierge CPA — fact-checking tax and financial advice so advisors, entrepreneurs, and U.S. taxpayers build wealth without burnout. Real math, real talk, a little spice, zero fluff. On this channel: tax strategies, value pricing, advisory growth, crypto tax, side hustle deductions, retirement planning, leadership, and burnout prevention. Advisory is serving, not selling. TaxPlanIQ: https://www.taxplaniq.com The Book: https://cpa.click/jackie Speaking: https://www.jackiemeyercpa.com Peace, Love, and Literacy.

Joined

2016-07-20

Format

solo-host

Topics

Small Business & Startups, Business Strategy, Entrepreneurship