I Sold My Firm for 7 Figures and Still Rebuilt My Burnout Cycle. Here's What I Learned | Dr. Jackie

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 hear.

Here's what I don't talk about as often: after all of that, I built TaxPlanIQ to 35 people and a mission to democratize tax planning across the world, and somewhere in the middle of it I looked up and realized I had rebuilt the exact same burnout cycle I thought I had left behind for good. Same exhaustion. Same patterns. Different company.

99% of accountants report burnout. Pretty much all of us. And if you've somehow skipped it, y'all need to share your secret.

Most events ask me to come talk tax planning. In this one I'm talking about the happiness audit instead. It's the foundation of a book I'm releasing next year for high achievers across industries, because burnout doesn't stay in accounting firms. It follows people who push hard enough for long enough without stopping to check what it's actually costing them.

Drop your questions in the comments.

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