Is your firm not growing? Do you feel stuck? Maybe you’re doing things that hinder you from going forward. It’s time to reassess the way you do things as Michelle Weinstein invites on the show Jackie Meyer, the founder of The Concierge CPA. Together, they break down the five things accountants should stop doing now—from the people-pleaser attitude and fearing change to putting yourself down. Along with that, Jackie then shares the things you should do instead to get paid for your value, thrive in difficult times, and grow and succeed. Join them in this great episode for more.
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5 Things Accountants Should Stop Doing Now With Jackie Meyer
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Welcome to the show. This is where accounting professionals come to learn all the most efficient and powerful ways that you can grow your firm, sharpen your skills, and even have paths and ways to generate consistent increasing revenue. I cover topics from networking pricing, finding your ideal clients, how to increase cashflow and we’re talking about things to stop doing now so you can get paid your worth for the expertise, the never give away any more information for free. You’ll learn tips, strategies, as well as hear from other personal people. We have Jackie Meyer and other interviewees from successful accounting professionals around the country. This show will show you exactly how to create the business and life of your dreams full of abundance.
On the show, we have a very special guest and someone I know personally. She is the Founder of The Concierge CPA firm. She specializes in providing innovative tax strategies and coaching programs to executive clientele for a high return on investment. She has been honored and included in the 40 under 40 CPA Advisor winner. She is the American Institute Of Certified Tax Coach Member of the Year 2019. You can read more about Jackie at her LinkedIn profile. She’s also a lifetime long learner. She’s completing a Doctorate in Strategic Leadership from Regent University. She’s hired four coaches. Jackie is a go-getter and she has a passion for coaching from owners like some of you on exactly what to do to become more efficient, provide a higher ROI, and work with those ideal clients and apply tax strategies that most of your clients typically need.
Before we welcome Jackie to the show, I would love to invite each of you if you haven’t done so yet to take a quick second and please leave me a rating and a written review on Apple and subscribe to the show. I do love hearing from you and reading the reviews. I would greatly appreciate that. It does only take about ten seconds. If you’re feeling a little frustrated and stressed with everything that’s going on in the world, and you have no control over who you’re working with and you don’t believe you could ever get high paying clients, then you’re probably like a lot of the other accountants who I’ve worked with and you feel like you’re on a cashflow roller coaster ride. I do have a solution for you. You can join me at my Accountant’s Masterclass over at TheAbundantAccountant.com. You’ll learn ways to feel confident and positioning yourself as an expert. You’ll learn ways to get consistently high-quality clients coming to you and attracting those people who will pay you for what you’re worth, no matter how much you charge. You can register for that over at TheAbundantAccountant.com. I’ll see you there. Let’s welcome Jackie to the show.
It’s always awesome to have you here for those of you that don’t know Jackie, she’s going to introduce herself again. She has been here with us on the show before. This conversation is going to be more collaborative versus interview-ish. Take a pen and paper because these are probably the five things you’re going to want to quit if you’re an accountant, which I think all of you are. You’re not going to want to do these going forward. It hinders you and we have great stuff. Before we start, Jackie, can you share with everyone who you are? Also, mention your Facebook group because there’s so much support for you guys online in there, it’s great and anything else.Stop pleasing everybody. It's better if we don't take the clients at that rate, because then you're miserable. Click To Tweet
I’m a CPA firm owner for a decade in South Lake, Texas, which is a suburb of Dallas Fort Worth. I converted my practice to value pricing around tech strategy years ago. Through that, I was able to triple revenue and equally decrease my time involved in the practice, which was pretty fun. I then started speaking at QuickBooks Connect, other conferences and coaching others on the concepts at hand to turbocharge accounting firms to the next level. That’s at TheConciergeCPA.com. I’m also organically growing a Facebook group called Accounting Firm Influencers. Search that, answer the little Q& so I can let you in. We have over 4,000 accountants there where we’re talking about all the latest and greatest hot topics in our industry and supporting each other day-to-day. I also happen to won CTC of the Year 2019. I’m big on tax planning, 40 under 40 for CPA practice advisor in 2018 and I have been a presenter and coach as well. That’s the gist of my practice and me. We can talk a little bit more about it as we go.
Thanks for being here. Jackie knows what she’s doing since she tripled her revenue, decreased the amount of time, and is helping others do that in a different format than what I do. This is more of your processes and your flow.
All that technical nitty-gritty business development stuff for accountants. We complement each other.
I love our topic because I know I have some stories and you have stories, so we’re going to be storytelling. It’s like Sesame Street for accountants. I’m happy that I have sales classes for all accountants that keeps me on track.
I’m spending less than ten hours a week within my firm. I’m at the level of working on the firm and I love sharing best practices. These five things to quit are going to resonate with our reader.
Trying To Please Everybody
We’re going to get into each five and to preface it, I’m sure it’s going to feel, “Michelle and Jackie, that all sounds good, but I don’t know how to do it. I’ve heard that twenty different times from many different people, but I can’t seem to get a grasp for it.” You’re probably going to feel overwhelmed and like, “How do I even do this?” If you can, think about one thing you can implement. Jackie, if you had to say the number one thing that an accountant should stop immediately quit doing right off the bat, what would it be and why?
First thing is trying to please everyone. What comes to mind with this first one is clients in particular or potential clients for your firm. As I was growing the first few years in my practice when it started in 2010, I was taking on anyone and everyone, if they had any startup business, even individual clients that $300 for 1040 here or there to grow. What’s great about our industry is that we are needed and I was able to grow very quickly that way, but it also violated a lot of my personal principles on boundaries, on expectations that clients should have me as their accountant and I should have of them as clients of mine. It created this muddied water approach of the client service relationship.
I had to take a step back after a few years and think about, “Who was I serving the best in my practice? What’s my niche? Who values me the most?” That’s when I started going down this tax strategy path and figuring out that I loved working with executives that were semiretired CEOs or CFOs of big companies already. They had all the ins and outs of the day-to-day knowledge of how financial statements work, but they wanted to put all their trust into our company, Meyer Tax to be that concierge assistant to them day-to-day and make sure that all their strategies and compliance work was going well. When we started remolding in that direction, it was miraculous. My personal life, my business life, my staff’s lives and the customer service we were able to provide to our clients become better.
I’m going to share a story. This story is from a new student of mine. For purposes of this discussion, we’re going to call her Susie. Susie does 1040s for $150. She has grown her business revenue top-lines growing, but it’s super muddy waters. At the end of our conversation, and this might resonate with some of you, fear wasn’t there, she’s not scared, but when it came to giving the bill to someone or saying the price that she wanted to charge, that was the freakiest thing for her to do. She would please people and then she would not negotiate, but settle for whatever the price was that would work for the two of them.
A few of them have been business clients. What we’ve realized and what we discovered was she’s losing about $3,000 per client in total annual revenue by going down in price and settling and pleasing them. As an industry, we have to set expectations. For her, it is violating her personal principles. As an industry, if we keep leaning in and allowing the clients to do this to us, then it’s crazy and we can’t make a change. All of us together can cohesively make a change slowly, but we have to stop pleasing everybody. It’s almost better off if we don’t take the clients at that rate because then you’re miserable and then it’s like a downward spiral. It’s super muddy water because you’re not even happy doing that work.
We have to think about it’s way more than business transactions here. It’s the value you’re placing on yourself as a professional. If you don’t value yourself, get the education, get the extra CPE, get a coach, get a mentor, whatever you need to do to get yourself in that place where you are bringing substantial value to your clients because most accounts I know do.
Here’s an exercise that you might even want to do with the people that you’re coaching, but I’ve done this. I’m going to use Susie the whole time. She has $70,000 in student loan debt from her Master’s program. How many of you have a Master’s in Tax, an MBA, a CPA and EA? We all went to the school of hard knocks. We all have mistakes from that school department. How much have you invested in yourself where you were saying, “It’s time to get paid for that value?” How do you value yourself and that your clients get to pay you for?
At the end of the day, everyone is not for everyone and you’re doing a disservice to your clients by continuing relationships that aren’t the most beneficial for your practice and for those customers at hand.We definitely need to embrace change in the accounting profession. Click To Tweet
What’s the second thing we all got to put a screeching halt to now?
Number two is fearing change. I found in the life cycle of an accounting firm and being an entrepreneur, which I can plan because I have three companies growing, which is nuts. I’m in a Doctorate program, which is all fun. Every few years, you have to take a step back in your practice and reassess what’s going well, what’s not going well, and embrace change. What changes are going to make us the most amazing practice in the world? We came out with a core value for our firm in 2019 where we said we are providing the best tax strategies in the world. That is a bold statement.
It is confidence.
I wouldn’t say fake it until we make it because I believe we truly can do that and we are doing that. It’s about putting it out there to the world that you are going to succeed at what you say you’re going to do. Fearing change. We need to embrace change in our profession, especially with COVID in 2020, there have been many changes. It’s been a nightmare with the government regulations, but we have to look at the positive side, the bright side of it, and know how much we’re helping people and embrace the modernizing of firm and paperless processes, all that jazz.
It probably seems like things are changing every single day for all of you. Not only do you have to embrace change, but it’s in your industry. You’re like, “How am I going to survive all this?” Everything’s changing from one minute to the next. Some of you might be experiencing scary times and for your clients too, and then you have no idea, “How’s it going to look on the other side of this?” It’s scary from all angles and then you’ve got these people who might be afraid that the pandemic will destroy their business, which some of them have, but how can you be a value to your clients? As you said, instead of fear change, embrace change.
Let me share it with Susie who told me about this. Susie, in the beginning of our conversation, she said she wasn’t scared about anything. “I want to thrive during this time. I’m not scared. I’m not any of that, Michelle.” I’m like, “That’s awesome because I’m even scared at times. I got a sales class starting and I didn’t have that in my projections.” That came out of the left field and it was awesome. I’m happy. About 30 minutes later, Susie said, “Do you know what I’m scared of?” I’m like, “What?” In my mind, I’m like, “You shared earlier, you weren’t.” She said, “You know what it is? I’m scared to present a high price and send a bill to a client.” One of the questions they said, “How much longer do you want to keep doing that?” It’s time to change because all of that in undercharging, negotiating, and settling for prices based on what your clients think they can pay you, not truly they can afford everything, but you giving in. It costs her almost $30,000 for 2019 and that’s the only thing hat we got into in about an hour conversation.
It probably is a lot more, but there was fear around charging a lot. My question back was how can you become a million-dollar firm if you have a fear of charging a lot? People with a billion-dollar firm like you, Jackie, who are selling tax plans and higher-value services and coaching, you’re expensive. You have a high price tag. You’re valuable. I shared with Susie, “I’m very expensive. I’m not cheap, but do you want to keep shopping at food for less or do you want to go shop at Gelson’s in California?” You get to choose, but you have to see yourself for that. Granted Susie overcame the fear and she’s making a change. We’re going to help her fix all this. For some of you, that might be coming up.
Living In The Past
That leads to our number three item. The third thing to quit now is living in the past. I bet you, your client was thinking about a negative experience they had in the past where they didn’t set proper expectations upfront. It bit them in the bum on the backend and someone probably went off on them or something like that. We all have tiny traumas from our past, whether we lived a perfect life or not. I finished a book called Personality Isn’t Permanent by Dr. Hardy. It is an amazing read to help you move past experiences and refocus on your future. We have to think about the past as a learning experience. Every day, with any negative thing that happens to us, how can we make the next day better from it? I was fired from the last accounting for my work before I was pushed to start my own practice. Guess when I sit around regretting that ever? Never.
I have another student. We’re going to call her Barbara. She got laid off during the pandemic for an accounting firm. She said, “I’ve always wanted to start my own thing. I’m excited to move forward and start my own firm.” I was like, “What’s a better time?” Sometimes, she lived in the past like, “I need to get another job,” or this might be a little woo for some of you, but the universe is telling me, “This is my time to make it happen like you made it happen.” I was fired at my job in college. I was bummed because I made a lot of money in college. I made more money in college than I did at my first job out of college, which was at Moss Adams, the accounting firm. I made more there and I was like, “What am I going to do? I’ve got to get out of Moss Adams.”
This is not the cubicle life for some of you who are in a job. Corporate America wasn’t for me. It’s all about living in our past and my past was like, “I can’t believe I got fired and I hope I don’t get fired ever again in a future job,” but then I did. For those of you that don’t know, I was a fitness instructor and I got fired from teaching kickboxing and boxing, but I don’t think the general manager liked me a lot. They rehired me when they had new owners. I’ve always had a passion for fitness. I love working out. I was like, “Might as well get paid to work out.” I teach kickboxing, boxing and spin class. They rehired me, but we can’t keep thinking about our past all the time. We bite it in the bud and look at that as the way of a learning experience and how do we refocus for our future to learn from that experience.
Putting Yourself Down
That goes hand-in-hand with our number four which stop putting yourself down. This all circles back to the value that you’re placing on yourself. I was talking to a coaching student that was doing exactly what your clients are doing which is giving away stuff for free. On the backend being like, “I’m scared. I can’t ask for this $5,500 tax planning fee.” I was able to identify $30,000 of missed opportunities in fees for this one client that he was struggling with. He needed that confidence to say like, “You are worth it.”
This is normal in our industry. Our clients pay us an onboarding fee, $20,000 to $30,000 plus sometimes and annual maintenance fees of over $10,000 for 1040 and one business return. We’re not cheap and we have less than 100 clients, but that’s exactly how I designed it so that can give the best experience to each and every one. I have my flaws, but we got to focus on those strengths and encouraging and lifting each other up in this profession. The Facebook group is probably the best place to help yourself out as a reader.
I would go check that out. What’s it called?
Accounting Firm Influencers. We’ll help lift you up if you’re feeling down.Instead of fearing change, embrace change. Click To Tweet
I do have a story to share too because some of you might resonate with Susie. To stop putting yourself down, put a price tag on yourself when you give away stuff for free. Let me share with you a few things she was giving away for free so you can go look at your business and you could put a stop to at least 1 or 2 of them. She has monthly bookkeeping clients. I don’t even know what she’s charging for the recurring, but all she wanted to charge was $250 a month. She even got to $250 times 5 clients, times 12 months, that’s $15,000 of revenue laying in an office because she has some empty office space and she wants to scale it and grow it.
Imagine $15,001 bills piled up. That’s what’s sitting there because we’re not taking a stand. Susie, your prices will be a little higher than that after working with me, but to get it to that point, we also identified, she probably gave away one whole week of answering people’s questions for free at 40 hours. She put a price tag on that and it came out to about $6,000 of free information and she’s a contributor in her community, she teaches and other things. I pick and choose where I’m going to contribute. I contribute here with all of you reading. Jackie’s contributing her time, but there’s a line in the sand you have to draw that says, “We are going overboard. Now you get to pay.”
Another thing in an area that I thought was interesting are how your clients get these notices or letters from the IRS. I’m not a CPA account, but I just work with you all. I hate those letters. They freak me out and they gave me panic attacks and anxiety. If you were my CPA, you could probably charge me for reading that letter to me to calm me down. A lot of you aren’t even charging for even those. I know it’s small, but even on 100 clients, if we take Jackie’s situation and you charged $100 a letter. If every single client of yours eventually got a letter and that’s what you charge to review the letter with your client so they didn’t freak out, we understood what it was because it’s never written in English.
That’s like Japanese to someone like me. You have to understand. You are all very special and knowledgeable and know a lot of stuff that I don’t know. I’m like, “Thank God I have a friend like Jackie. Thank God I have all my smart clients.” This is awesome. I am in good hands. If I have a problem, I know who to call.” They then say, “What you told us, we can’t do anything for free. This is going to cut.” There are things that you keep doing out of habit. If we go back to item number three, living in the past out of habit, number two fearing change, out of habit, you keep doing all this stuff at a donation department rate, which is zero. We realized for Susie, she had fifteen clients get notices. Even if she charged $50 or $100. I know it’s small, but every small little thing adds up to a lot. Right there, it was $700 to $1,500 that she was doing pro bono.
It’s interesting how much we might be putting ourselves down in our minds without even recognizing it throughout the day. It’s important to capture those thoughts and then spin them in a different direction like, “I did a horrible job in that meeting.” By the way, I have four coaches which Michelle is not one of my paid coaches, but I consider her a good friend. We’ll barter back and forth that way. I am obsessed with coaching. One of them was teaching me how to grab onto those negative thought processes and twist them into a different way by saying, “What if that meeting was fine?” It’s not an absolute. Whatever you’re telling yourself is not necessarily the truth. I would challenge readers to try to capture that negative stuff because it will accrue up in you and end up hurting you if you don’t figure out a way to spin it and turn things into positive.
It goes to show that you’ve invested in yourself too into four coaches, but it’s an area that maybe you want to improve on. Those four steps not putting ourselves down and I think also, coming from the place of that, I am a client of all of yours. All of us are clueless. Especially, with everything that happened in 2020, I can’t read any of that and understand it. I need a translator. That’s like learning Taiwanese. You’ve got to have people like you and you get to pay for it.
People have a lot of money. No one’s traveling. Their businesses and expenses are down. I was talking to a friend who his business expenses are typically double of what they’re at because they’re not traveling. There’s no eating out like it was. There are no plane tickets and hotels. If you think about it, most of your clients have more cash in the bank. Now is a prime opportunity to start practicing and asking for higher fees and missed opportunities than all that pro bono work and starting to have those conversations only after you put a value on your worth and you. You’ve got to put a price tag on you.
You should add those four coaches that you invested into your full MBA program. That’s like your CPA, your investments and other CPE credit things, then all of the stuff that creates your knowledge, where you can say, “We offer the best tax strategies.” That was the bold statement. With all of the stuff that you have behind you, that’s great. I can say I provide the best sales training with a lot of confidence because I’m like you. I’m always trying to learn something new, even though I haven’t learned a whole ton new. I always find one little nugget somewhere along the way. In my training, I’m doing some volunteer work and I’m helping on the suicide hotline. I’m volunteering every week and it’s a good training for me to help all of you learn those skills too because you probably don’t have the time to volunteer for something like that. It takes a certain kind of person because it’s crazy the stuff you hear, but I’m always looking to up-level myself in order to up-level all of you.
These five things to quit are for anybody, whether they’re an accountant or not. It’s probably good refreshers for you to tell people that might be calling you on that hotline too because we all struggle with these things every day.
The hotline is a special struggle. At the end of the day, if I could share one thing with you and you are the listener in a client relationship. You’re the person listening and I’m the listener as someone who’s having an emotional crisis. Every single person needs three things. They want to be seen, heard, and understood. If you eliminate these five things we’re talking about, then your future client and current clients will feel all those three things, and then you have a long-term relationship clientless. What’s the fifth thing?
Number five is our worst offender as accountants and it is overthinking. As accountants being big thinker types, learners and educators, we tend to remunerate over the same concept over and over again and never implement anything. I’ve struggled with that like any other accountant. That’s why coaching is vital to get you to snap out of that. I used to get paralyzed with some of these decisions about small changes that I wanted to make my practice to my family and to my life. I realized how vital it is to limit the amount of time that you have to make a decision. If you have a big decision coming up, give yourself a deadline like, “I’m going to spend 45 minutes on this topic. I’m going to make a decision. I’m going to go with my gut, talk to other people as needed.” Do it. Stop overthinking, start doing and that’s how you’re going to have a thriving practice, a successful practice, and a wonderful life.
Susie is on track for abundance, but she was her worst offender. Overthinking, she got The E-Myth book for accountants. She is doing all these webinars, CPEs and overwhelmed and spinning on a hamster wheel over and over again. She even told me, “I’m maxed out.” I’m like, “I get it.” When you are not paralyzed anymore is when you get accountability. That’s what I provide to people. That’s what Jackie provides to people, but what you’re saying about the deadline is that’s for yourself. That’s how you can stop overthinking is giving yourself a deadline.
With Susie, “I give a deadline if you want to work with me. You should either know. It’s yes or no. It’s pretty simple because otherwise, you’re going to overthink, ‘Should I do it now?’ You’re going to have all those thoughts that are going to be the things that are holding you back from what you want to be doing because you are your worst defender.” You might be thinking, “I want to try doing this more on my own and I don’t want to hire anyone to help.” You might be thinking, “I’m going to invest this book that I’m never going to read because if I invest in this, I can make money, grow and do the things that I want to do.”
Those are all thoughts that maybe you’re thinking and that is the stuff that stops you. You figure it out on your own or the worst one. The worst one ever I always hear is, “I’m going to do it later.” Do you want to know how long I’ve been doing this? I’ve been teaching accountants how to sell for a few years, create sales processes without being pushy, salesy, sleazy, all that. In my class, two of the women said, “It felt natural. That was fun.” It’s like going to the gym, the getting to the gym part sucks, but then when you’re at the gym and you’re doing the exercises, you’re like, “That feels pretty good.”You are your worst defender. Click To Tweet
I thought of you because I had gotten to that point with my coaching program where it’s effortless with the sales process. I thought back on you telling me that, “Sales should be fun. This should be effortless.” I’m finally at that point.
All of those thoughts are what is self-sabotage and it’s the fear that moves you into these indecisive indecision-type thoughts and that’s what paralyzes you.
It is greatly a waste of time to overthink. You’re prioritizing nonsense and worry over efficient processes to get things done.
Do you have a story when you over-thought something and you paralyzed yourself and you were doing it over and over again? You’re like, “I’m going to stop it,” and you look back and you’re like, “I wasted a ton of money and lost a whole year.” Do you have a specific one?
I would say with implementing value pricing, I went for 5 to 6 years, even though I said earlier that it took me three years to realize it, it took me another three years to get it done. Once I had converted from traditional fixed fee billing or hourly billing at my firm to value pricing, I looked back and I was like, “Why didn’t I do this earlier?” It was spinning in my head like, “I need to fix this tiny little detail. What do I do if this happens?” It doesn’t matter, you need to go for it and then fix the problems as they come up because it was life-changing to make that change in the firm.
That was a six-year stretch. I’m sure some of you reading have had longer, ten years trying to quit. You’ve been wanting to quit that job like Barbara. She always wants to start her own firm and do this and dive deep into this tax stuff you’re talking about. It took the firm to her for her to get fired or laid off because of what happened in 2020. That was the tipping point for her. How can you create that for yourself so you don’t have to waste six years like Jackie did and probably a lot of money left on the table? Thanks for sharing. Is there anything else? Do you have a sixth one that came up in your mind or we covered the five? That’s pretty good.
I think that probably gives a lot for people to chew on. I would say that’s why I developed the Concierge CPA Coaching Program is to give you exactly how I converted to value pricing so that you don’t have to go through that six-year struggle that I did. I highly would recommend people check out the program if you’re interested in doing that, especially around tax strategies. Also, my third company that I mentioned is a brand-new tax planning application that I’m creating called TaxPlanIq.com. It’s letting you visualize the ROI that you’re giving clients when you’re quoting them tax strategies and implementing the tax strategies. I’m hoping that’s going to take a lot of this overthinking weight off of people’s shoulders by sharing these new, innovative ideas and products. If anyone wants to reach out, I’d be happy to chat with people about any other current struggles. My email address is CPA@MeyerTax.com.It is greatly a waste of time to overthink. Click To Tweet
If you had to choose one thing to change that you wish you would have done ten years ago, I know you’ve been doing this a decade trying to get to value pricing, what’s the one important of what we talked about out of the five that you think someone needs to tackle when they’re done reading? Is that trying to please everyone, fearing change, living in the past, putting yourself down, or the overthinking? Which 1 out of the 5 for the accountants would you say is the most top one to tackle?
I’m torn between trying to please everyone and overthinking. At the end of the day, I have to pick overthinking. The time wasted and the time suck of that is enormous. You’re probably looking at 1 to 2 hours a day of overthinking versus doing that could substantially change someone’s practice in life.
Thank you, Jackie, for being here with us on the show. It was an honor to have you.
What an amazing episode with Jackie, so much goodness, and the top thing she says for you, and this is from the CPA hat is to stop overthinking. I am super grateful. I do not have the overthinking problem. Otherwise, I probably wouldn’t even be here talking to you if I overthought the show. I have a funny story about this because when I first started my other show, which is called Success Unfiltered where I interview entrepreneurs that are service-based product base, the shark tank that, for those of you that forgot, I pitch on Shark Tank Season Four. I started that and everyone was telling me, “Michelle, you don’t know what you are doing. You’d never had a podcast. What do you know about podcasting? What do you know about interviewing people?” If over thought the feedback and input, I probably would not be here. On October 2018, I started this show for you.
If you have a quick second, please leave me a written and a rating on Apple Podcasts. If you haven’t so, on their marketplace page, I also love hearing from you and reading the reviews. One last thing, before I let you go, is you are frustrated and stressed, trying to get those right clients, and you feel like you don’t have control over who you work with and what you are charging, and you feel like you are on the cashflow roller coaster ride, I do have a solution for you. You can join me at my Accountant Masterclass over at TheAbundantAccountant.com, so you can try to feel confident positioning yourself as an expert. You will get those consistent high-value quality clients and have more people say yes to paying you what you worth. Just like Jackie, she is charging $20,000 to $30,000 per client. No matter how much you charge, it is possible. It is completely complimentary for my masterclass. Visit my website to register.
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- Success Unfiltered
About Jackie Meyer
Jackie Meyer, CPA, CTC is President and Founder of Meyer Tax Consulting LLC, in Southlake, Texas. Her team works with executives on strategic tax planning. With her team working completely virtual across the state of Texas, the firm stays on the cutting edge of technology working closely with industry leaders on innovative products and offerings.
Jackie began her career in finance while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte Tax while pursuing a MSA at Southern Methodist University. Her passion to combine technology with unparalleled client service came to light at age 27 as one of the youngest female CPA firm owners. At the same time, Jackie became a best practice consultant at conferences and accounting firms across the nation.
Wanting to harvest drive and opportunity for others, she works with local nonprofits to mentor those less fortunate in their education, career, and business ventures. Jackie also has two young children and loving husband, Mark, with whom she attends Gateway church and explores other cultures and the world with.
Specialties include concierge CPA services for family offices, entity planning and selection, IRS representation, Multi-State investments, TX Margin Tax, and Oil & Gas accounting. She has a passion for taxes and educating the public on their rights. Going green with latest technologies and a paperless office, our clients range from Dallas locals to international remote businesses.
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