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 cut her client list down to 56. She tripled her revenue. And she got her life back.
In this video, Jackie shares the moment she knew the shift had worked — Easter weekend with her kids and husband, no phone buzzing, no client emergencies. And she breaks down exactly what she built to get there: the ROI method, a value pricing model based on impact rather than hours, and the SHIFT framework for balancing real financial growth with a life that doesn't run on burnout.
This isn't a story about luck. It's about redesigning a business around advisory services instead of compliance — and what becomes possible when you do.
If you're a CPA, advisor, or firm owner who's tired of choosing between profit and peace, this one's for you.
🔔 Subscribe for more from Dr. Jackie Meyer on tax advisory, firm growth, and building a business that works for your life. #short
