Videos

I used to say yes to everything, every client request, every weekend email, every "quick call." It nearly destroyed my business and my health. In this video, I share the 5 non-negotiable boundaries that transformed my firm from chaos to clarity and gave me my life back. 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂'𝗹𝗹 𝗟𝗲𝗮𝗿𝗻:…

Still charging hourly? You're capping your income and trapping yourself in a time-for-money model. In this video, I reveal the exact ROI Method™ that transformed my pricing strategy and allowed me to cut my client base in half while doubling revenue. What You'll Learn: • Why hourly billing creates a…

Y'all need to hear this. There are real proposals in Congress right now that could change how Roth IRAs are taxed, and most people have no idea it's happening. In this short, Dr. Jackie Meyer, CPA, 2025 Most Powerful Women in Accounting honoree and founder of TaxPlanIQ, breaks it down…

Tired of being trapped in your accounting practice? In this video, I reveal the exact 3-shift framework that transformed my accounting firm from a 60-hour burnout machine into a 7-figure business that runs in just 4 hours per week. What You'll Learn: 1. The ROI Method™ for value-based pricing (step-by-step…

What happens when the business you built starts costing you the people you built it for? In this video, Jackie shares the raw, honest moment — an ordinary Easter morning — that made her rethink everything about success, boundaries, and what it really means to lead as a woman. If…

Are you working 60-80 hour weeks as a CPA, EA, or accounting firm owner? Feeling burned out despite growing your practice? You're not alone - and you're NOT the problem. The system is broken. In this video, I share my journey from managing 200+ clients and earning just $50/hour to…

The hard truth most accounting firm owners don't want to hear: if y'all can't step away without everything falling apart, you didn't build a firm. You built a job. Dr. Jackie Meyer, CPA, 2025 Most Powerful Women in Accounting honoree and founder of TaxPlanIQ, breaks down the difference between being…

In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular retirement account that allows for tax-free growth and withdrawals under certain conditions.…

If tax season felt like survival mode… 60–80 hour weeks. Caffeine. Adrenaline. Burnout. That’s not success. That’s a broken business model. Most CPAs, financial advisors, and tax firm owners think busy season is the price of growth. It’s not. The real shift? From compliance to advisory. From hourly billing to…

If you’re still pricing by the hour… you’re leaving serious money on the table. 📕 Grab the book. Link in bio. #short

IRS filing season officially kicks off January 26. Preparation makes all the difference once things start moving fast. Here’s to a smooth start for CPAs and tax professionals everywhere. 📘 The Balanced Millionaire 👉 cpa.click/jackie #short

Most powerful present ever!!??!?!? ❄️ Thank you to CPA Practice Advisor for the honor of being named one of the 2025 Most Powerful Women in Accounting. Huge congratulations to all the incredible women recognized this year, and special thanks to Gail Perry and the entire CPA Practice Advisor team for…

In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into…

There was a time when I looked “successful” on paper… but my health was falling apart behind the scenes. Choosing myself — my health, rest, and peace — completely transformed the way I lead. This video is a reminder that leadership isn’t about sacrifice. It’s about sustainability. That’s why the…

They say marriage changes everything… and they’re right. 💜💜 You’ve probably seen creators warning you about a scary “marriage penalty” or even suggesting you “just file single instead.” In this video, Dr. Jackie Meyer, CPA, breaks down what really happens when love meets the IRS — and why, for most…

In this episode, Dr. Jackie Meyer, CPA and Neil Gordon explore the challenges professionals face in communicating their value effectively, particularly in the tax advisory field. They discuss the concept of the 'silver bullet' as a powerful persuasion technique, the evolving role of tax professionals in light of AI advancements,…

They say marriage changes everything… and they’re right. 💜💜 You’ve probably seen creators warning you about a scary “marriage penalty” or even suggesting you “just file single instead.” In this video, Dr. Jackie Meyer, CPA, breaks down what really happens when love meets the IRS — and why, for most…

In this episode, Dr. Jackie Meyer, CPA and Vardan Pogosian, CPA explore the effective investment strategies and the significant tax savings that can be achieved through careful financial and risk planning with captive insurance as a tax planning strategy and protection vehicle. They discuss the potential growth of investments over…

They keep saying “marriage is a penalty” or “just file single” Here’s what a real CPA says about the marriage penalty — filmed live at a wedding. #MarriagePenalty #TaxHacks #CPAExplains #short

They say marriage changes everything… and they’re right. 💜💜 You’ve probably seen creators warning you about a scary “marriage penalty” or even suggesting you “just file single instead.” In this video, Dr. Jackie Meyer, CPA, breaks down what really happens when love meets the IRS — and why, for most…

When the government shuts down, even the family that runs the house stops getting along. Filmed across Washington, D.C. — Washington Monument, Lincoln Memorial, WWII Memorial, Mount Vernon (Washington’s grave), the Capitol Building (where our tour was canceled!), and the White House. What You’ll See:💡 • Funny 'family house' analogy…

In this conversation, Dr. Jackie Meyer and Aleksander Dyo, Founder of Wealth Excel, of discuss the intricacies of charitable gift financing, a strategy that allows high-income earners to maximize their charitable contributions while minimizing tax liabilities. They explore the mechanics of the grantor's trust, the ideal clients for this strategy,…

When the government shuts down, even the family that runs the house stops getting along. Filmed across Washington, D.C. — Washington Monument, Lincoln Memorial, WWII Memorial, Mount Vernon (Washington’s grave), the Capitol Building (where our tour was canceled!), and the White House. 💡 What You’ll See: • Funny 'family house'…

Why Tax Plans Sell Themselves What’s the easiest thing to sell? Not hours. Not compliance. Not products. 👉 It’s saved money. That’s why tax plans are the easiest thing to sell — clients see the ROI and say yes. This is how firms grow faster with less resistance. #TaxPlanIQ #CPA…