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…
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…
If any part of this resonated, that feeling is worth paying attention to. It means you're ready for something different. Dr. Jackie Meyer's free SHIFT Scorecard assessment is the same starting point that helped her identify exactly where her business and life were out of alignment — and what to…
Here's something I want every advisor to run on their clients' returns this season: after applying all the new OBBBA deductions, rerun the capital gains calculation. Because the number is going to be different — and sometimes significantly so. All the new deductions — SALT, tips, overtime, car loans, the…
Hourly billing isn't a growth model. It's a ceiling. And no matter how hard y'all work, you'll never outgrow it. Dr. Jackie Meyer built her firm the way most CPAs do — billing by the hour, working more to earn more. Until she hit the wall every hourly biller eventually…
If you're billing by the hour, there's a number you're probably bumping up against without realizing it — and it's not going anywhere no matter how hard you work. Dr. Jackie Meyer breaks down the math that most firm owners never sit down to actually run. At $300 an hour…
Dr. Jackie Meyer makes no secret of the fact that HSAs are one of her favorite strategies in the entire tax code. Deduction upfront, tax-free growth, tax-free distributions. It's one of the only accounts that does all three — and the 2025 contribution window is still open until April 15,…
It's Tax Day 2026 — and this one's for every CPA and accounting firm owner who made it through another busy season. You showed up for your clients when it mattered most. That deserves to be acknowledged. Dr. Jackie Meyer | CPA, founder of TaxPlanIQ, and author of The Balanced…
The One Big Beautiful Bill created real new deductions on 2025 returns — and most clients have no idea they exist. In this segment, Dr. Jackie Meyer walks through the exact language advisors can use to communicate what changed, present the savings they found, and transition the conversation into a…
99% of accountants report burnout. Dr. Jackie Meyer was one of them. Over 200 clients. 60 to 80-hour weeks. Midnight emails and 6 AM return reviews. A growing firm with great credentials — and an effective hourly rate of about $50 an hour. Not because she wasn't working hard. Because…
If you are a CPA still working the night before April 15th, this one is for you. Tax season is one of the most demanding stretches in any accounting professional's year. The hours are long, the client calls don't stop, and the mental weight of handling people's financial lives is…
I asked Claude to help plan outreach for two speaking conferences in May. It handed me a generic strategy and started creating Gmail drafts before asking me a single question. Five drafts in, I stopped it. So I made it audit itself. And it told on itself pretty fast. In…
Construction started after January 19th, 2025 and placed in service after July 4th? There's a deduction on the table that most people aren't fully prepared for — 100% expensing on the building itself, year one. A $2 million facility, fully deducted the year it's done. I walk through exactly what…
This morning I ran my entire workflow from my phone using Claude by Anthropic. No laptop. One conversation. In this video you'll watch me find and draft a Gmail response without opening Gmail, message my EA on Slack without opening Slack, search Reddit for real-time tax preparer pain points, build…
Dr. Jackie Meyer built a thriving CPA firm — and nearly lost herself in the process. Over 200 clients, 2 AM tax returns, no time for anything outside of work. Then she made one decision that changed everything: she stopped selling her time and started charging for her impact. She…
A lot of Americans have been asking the same question. If Congress actually passes new Roth IRA legislation, what does that mean for my account? In this video I break down what the current proposals would actually do: which balances are protected, at what threshold the government could start taxing…
Y'all, we're two weeks out from April 15 and I want to be honest about what that actually looks like. The 12-hour days, the back to back calls, the inbox that never hits zero, and the mental load that doesn't clock out when you do. The last stretch of tax…
Congress is debating changes to the Roth IRA that could affect how Americans save for retirement. In this video I walk through three moves worth making now — before any new law takes effect. First, max out your 2025 contributions ($7,000 limit) while the current rules still apply. Second, talk…
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…