When I was growing up, financial security mattered to me because I knew what it felt like not to have much of it.
My mom was a single teacher, and I knew early on that I wanted to find a path where I could take care of myself financially.
That led me into finance.
Then I found tax planning, and somehow this very niche corner of the profession became something I genuinely loved.
I liked being the detective. I liked digging through the numbers and finding opportunities that could make a real financial difference for a client.
But working with business owners taught me something else too.
Being a CPA is rarely just about the numbers.
Sometimes you're helping a client work through cash flow decisions. Sometimes you're asking uncomfortable questions about spending. Sometimes you're acting as a coach or counselor because the financial side of a business is tied so closely to the person running it.
Looking back at this throwback interview, I can see why that combination kept me interested. I wanted financial security for myself, but I ended up building a career around helping other people create more of it too.
Subscribe for more conversations about tax planning, advisory work, entrepreneurship, and the human side of money.
Jackie Meyer, Dr Jackie Meyer, CPA, accounting, accountant, tax planning, tax strategy, tax advisor, financial planning, financial security, business finance, cash flow, entrepreneurship, business owner, advisory services, accounting career, CPA career, tax professional, leadership, career journey, money management, The Jeff Crilley Show, throwback interview #short
