The ROI Method of Value Pricing Hereās how I revolutionized tax planning with the ROI Method: Clients see their estimated savings vs. your cost vs. ROI You charge 3ā20x more ā and theyāre happier Itās the perfect foot-in-the-door strategy for bigger advisory work Save them money first. Earn their trust.ā¦
How to Confidently Justify Your Pricing as a CPA Pricing is never about cost. Itās about value. With TaxPlanIQ, advisors can: Confidently justify their pricing Deliver value far beyond a tax return Open doors clients didnāt even know existed Thatās how you elevate from compliance to trusted advisor. #TaxPlanIQ #CPAā¦
How One Client Saved $300K with TaxPlanIQ Our first client on TaxPlanIQ (back in December) saved over $300,000 in taxable income this year. But thatās just the start: He referred new clients ā no extra marketing needed. Those referrals trusted us instantly, simply by seeing the TaxPlanIQ visuals. The processā¦
From Enron to Deloitte: My Career Full-Circle Story My first job was supposed to be at Enron in a 2-year rotational program. I even met Ken Lay. Then the collapse happened, and everything changed. At Merrill Lynch, I asked wealthy people how they built their capital. Nearly half told meā¦
what happens when you get two tax strategists togerher at a content creation conference?!? A video is born! like my special guest? š„ Join the Balanced Millionaire Waitlist for Early Access: https://kickofflabs.com/giveaway/balanced-millionaire-signup š„ Learn More About Jackieās Work and Speaking: https://www.jackiemeyercpa.com/ š„ Follow Jackie on Instagram for daily Tax +ā¦
Accounting Is the Language of Business ā Hereās Why It Matters When I was an intern, I asked wealthy people how they built their capital. Nearly half gave the same answer: They started in public accounting. Their reasoning? āAccounting is the language of business. If you want to build andā¦
How Hurricane Harvey Helped Build Our Firm In 2017, Hurricane Harvey flooded my first office. What followed changed everything: The IRS asked us to volunteer at FEMA Disaster Relief Centers. We served pro bono, helping people with IRS issues blocking FEMA/SBA aid. Later, those same people came back as clients.ā¦
Why Not More? Why Not Now? Donāt settle for the routine. Hereās the truth: Find inspiration. Define your why. If youāve been doing the same thing for 5 months, 5 years ā ask yourself: Why not more? The worst that happens is you try something new. The best? You grow.ā¦
Why, Why Not You, Why Not Now? These are the three questions that fuel growth: Why? Why not you? Why not now? Whether itās business, tax planning, or self-improvement, answering these questions is the key to moving forward. The skills can be learned. The mindset has to be chosen. #Mindsetā¦
If Youāre Shy, Youāre Broke One of the best lessons I ever got came from a wealthy entrepreneur: āIf youāre shy, youāre broke. If youāre a little shy, youāre a little broke.ā That mindset has driven me ever since. If the front door doesnāt open, try the back, the sideā¦
The Best Time to Start? Today. āThe best time to plant a tree was 20 years ago. The second best time is today.ā This isnāt just about trees. Itās about: Building your business Starting tax planning Growing wealth for the future Donāt wait for the perfect moment. Start now. #TaxPlanningā¦
TaxPlanIQ = Jarvis for Tax Pros Just like Tony Stark had Jarvis to amplify his brilliance, advisors now have TaxPlanIQ. Expand your capacity Solve complex problems faster Deliver client-ready visuals that make tax planning simple Youāre already smart. With TaxPlanIQ, you become unstoppable. #TaxPlanIQ #TaxPlanning #TaxStrategy #CPA #WealthBuilding #short
TaxPlanIQ = Jarvis for Tax Advisors What is TaxPlanIQ? Itās more than software ā itās a gateway to: Expanded capacity New revenue streams Client-ready visuals & content Pricing justification that builds trust Think of it like Jarvis helping Tony Stark. Youāre already smart, but with TaxPlanIQ, you become unstoppable. Thisā¦
Tax Planning = 22x the Revenue of Tax Prep According to the AICPA and others, one tax planning client can generate 22x the revenue of a tax prep client. And the best part? Clients are happy to pay more ā because they see the ROI. This is why tax planningā¦
831(b) Captives: Why Theyāre the Future of Risk Management This isnāt just about tax savings. Captives are about: Self-insuring real business risk Protecting revenue when traditional insurance fails Gaining control as insurance carriers tighten coverage Staying ahead of code changes that will make captives a standard practice Within 1ā2 years,ā¦
šæ Peace is the new profit. šæ Thatās the core of my new book, The Balanced Millionaire Advisor Edition. This isnāt about chasing more clients, hiring more staff, or adding more credentials. Itās about building a firm that supports your life ā your family, your health, and your freedom āā¦
What Is 831(b) Captive Insurance? Explained Simply In this video, we explain: What 831(b) really is (your own insurance company to self-insure unique risks) Why itās often called ācaptive insuranceā The IRS scrutiny around captives ā and where things actually stand now If youāve heard of captives but only knowā¦
What Captive Insurance Really Covers ā Key Employee Risk Explained In this clip, we break down what you can actually insure through a captive ā and why it matters: Rainmaker or surgeon gets sick? Protect your business revenue. Top salesperson canāt work? Cover the loss until you recover. Business interruptionā¦
Business Owner Mindset: Slow Down, Educate, and Lead In this segment, I share the one thing I hope every listener takes away: Donāt be quick to dismiss strategies ā learn first, then decide Reflect on where youāve come from and the responsibility you carry Work on your business, not justā¦
š FREE DOWNLOAD: Value Pricing Calculator + Proposal Workbook This tool has helped tax advisors: Build 8-figure tax plans Save clients over $1 billion Now you can access it FREE at: taxplaniq.com/ROI-method Thank you for being part of the Concierge CPA Podcast community. See you next time! #short
Estate & Business Planning Under OBBBA: Who Wins, Whoās Squeezed? High-net-worth clients ($15M+) are safe ā the estate exemption is untouched, and advanced strategies like GRATs, SLATs, and trusts remain intact. But the real squeeze is on clients between $500K and $15M. They face higher effective tax rates, tighter SALTā¦
Who Really Wins Under OBBBA? Not Who You Think. The most common question I get: Who benefits most from the One Big Beautiful Bill Act (OBBBA)? Is it the top 1%? The lower income brackets? Spoiler: itās not either. In this video, Iāll break down exactly who wins ā andā¦
Heās there through it all! Ready to cowork before I am, or nap of course. Whoās your coworking best bud? #cutedog #short
Back in 2018, I was excited to help clients navigate TCJA ā what we thought was a once-in-a-lifetime tax reform. Now, with OBBBA, we get a second one. The worldās attention is on tax planning again. This isnāt more work. Itās the biggest opportunity for advisors to shine. In thisā¦