Life's a rollercoaster. And whether we micromanage every detail or not, things go up and down. That's just what life does. So I want to ask y'all something I ask every room I speak to: are you a unicorn, a dragon, or a rising phoenix? Nate Bargatze actually polled Americans…
This is one of my favorite moments in any session I run. We opened up the live happiness audit and gave everyone four minutes to take it anonymously. And then watched the animals start appearing on screen in real time. Unicorns. Lions. Lone wolves. One after another. There's something about…
I call myself a recovering CPA firm owner. That framing is intentional. I transformed my CPA firm into a tax advisory practice, tripled my revenue, got my hours down to 4 a week, and sold for 7 figures in 2022. That's the version of the story most people want to…
Y'all, this is one of my favorite things to ask a room full of people. A million dollars cash right now, or a penny that doubles every day for 30 days. Which do you take? Most people grab the million. After 30 days the penny is worth over five billion…
Y'all, this is the math I wish someone had shown me years earlier. At a typical hourly rate, hitting $40,000 means billing 133 hours of your life. More than three full work weeks for a single income goal. Now picture that same $40,000 as one value-based engagement. One client. One…
Y'all, showing clients real numbers fast is one of the most powerful things you can do in a tax planning conversation. And this is exactly how I do it. In this video I walk through TaxPlanIQ's tax projections tool from start to finish — setup, inputs, quarterly estimates, final numbers…
If your business feels stuck, it's probably not your marketing or your offer, it might be a mismatch between who you are and how your business is built. Every thriving company needs two types of leaders: the Visionary who dreams it, and the Integrator who executes it. In this video,…
I still remember sitting in my parking lot at night. Couldn't move. Couldn't make myself walk through my own front door. Twelve hours of work behind me. My kids inside. And I just sat there in the dark. Not because I didn't want to see them. Because I had nothing…
There's a pivotal moment when you realize you've mastered your craft but outgrown your role. You're not just solving problems, you're shaping how people think about them. In this video, I share the exact 4-step framework that took me from behind-the-scenes CPA to recognized thought leader, and how you can…
There's a Ron Baker line I keep coming back to. He says to tell your clients: "We will undertake this engagement only if we can agree to our mutual satisfaction that the value we create is greater than the price we charge you. Is that acceptable?" That one sentence changes…
There's a pivotal moment when you realize you've mastered your craft but outgrown your role. You're not just solving problems, you're shaping how people think about them. In this video, I share the exact 4-step framework that took me from behind-the-scenes CPA to recognized thought leader, and how you can…
The shift that changed everything for me wasn't working less. It was charging differently. For years I billed by the hour and the math never worked in my favor. More clients meant more hours. More hours meant less of my kids, less of my husband, less of myself. So I…
I used to say yes to every client, every referral, every "quick favor." I thought that's what growth looked like. But saying yes to everyone nearly broke my business and me. In this video, I reveal how learning to say NO transformed my firm from chaotic and exhausted to consistent…
The golden age for tax advisory is ahead of us y'all and we are just getting started. Full video dropping soon. Subscribe so y'all don't miss it. 🔔 Subscribe for more from Dr. Jackie Meyer on tax advisory, value pricing, and building a firm that works for your life. #short
I've been working toward this version of TaxPlanIQ for a while now, and I want to walk y'all through what it actually looks like. Everything is in one platform. TaxPlanIQ and Projections combined, RAMP and Wrap all under one roof. No more context switching, no more piecing things together across…
I built a successful compliance-based accounting firm, more returns, more deadlines, more volume. But I hit a ceiling. My calendar was maxed, my team was stretched, and my revenue was flat. That's when I realized: the problem wasn't my work ethic, it was my business model. In this video, I…
Jane is getting a major upgrade, and I want to walk y'all through what's coming. The new Jane intelligence dashboard brings everything into one place. What's urgent and needs attention today, reminders, planning opportunities, revenue that's ready to close, completed plans. Instead of hunting across tabs and client files, Jane…
While the next version of TaxPlanIQ is being built out — intentionally, because there's nothing else like it in the marketplace and I want to make sure it actually works the way it's supposed to — the version y'all have right now is more powerful than most people are using…
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:…
This is what a Gusto Partner Advisory Council week in New York actually looked like from my end. Morning sessions at the Gusto office where the conversations went deeper than I expected. A Times Square group photo with both advisory councils together for the first time ever. And then a…
Dr. Jackie Meyer walks through the 2025 contribution limits, deadlines, and actual tax savings for three retirement accounts that are still in play before the filing deadline. HSA limits for 2025 are $4,310 for self-only and $8,550 for family coverage, with a $1,000 catch-up for anyone 55 or older. Deadline…
Y'all, I sold my firm and I'd make that same call again. But walking through Gusto's NYC office this week as part of their Advisory Council, I let myself think for a minute about what an in-person office could look like if I ever went that route again. This is…
Y'all. My Uber took 2 hours from midtown instead of 1. I had 20 minutes to make my flight. I ran through the entirety of JFK Terminal 8 to gate 36 in Mary Jane Uggs while responding to Slack messages and apparently confused my entire team of 30 in the…
Earlier this year I did a webinar on this topic, said "OB3" about 50 times in the first 30 minutes, and someone in the chat asked "what is OB3?" I had completely lost them and didn't even realize it. So before anything else — OB3, OBBBA, OBBB, H.R.1, PL 119-21,…