From Tax Firm to Tech Founder: Redefining ROI with Jackie Meyer Podcast By cover art

From Tax Firm to Tech Founder: Redefining ROI with Jackie Meyer

From Tax Firm to Tech Founder: Redefining ROI with Jackie Meyer

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 What happens when a tax pro stops chasing busy season and starts designing a business—and life—on her own terms?In this episode of The Enrolled Agent Advocate, host Brandy Spears talks with Dr. Jackie Meyer, a forward-thinking CPA-turned-SaaS-founder who's changing how tax professionals price, hire, lead, and live. Jackie opens up about walking away from a successful CPA firm to launch TaxPlanIQ, a tech platform that empowers advisory-first firms to price based on value—not time sheets.They unpack her proprietary ROI Method of Value Pricing™, how to attract and retain top talent in this shifting workforce, and why tackling burnout requires more than just time management. Jackie also shares a sneak peek into her upcoming book, The Balance Sheet of Life, which blends financial literacy with real-life fulfillment.Whether you're a solo EA, a firm owner, or somewhere in between, this episode offers a fresh perspective on profitability, purpose, and people.Why ListenLearn how value-based pricing can transform your firmGet real strategies for retaining top talent and fighting burnoutHear what the AICPA Accelerator is teaching tax tech innovatorsDiscover how life balance and business strategy go hand in handIn This Episode:[00:00:00] Meet Dr. Jackie Meyer: Entrepreneur, educator, disruptor[00:01:10] From CPA firm owner to tech founder[00:03:22] What is the ROI Method of Value Pricing™?[00:06:05] Burnout, boundaries, and building a better culture[00:09:30] Using advisory services to increase client value (and firm profit)[00:13:17] How TaxPlanIQ is rethinking advisory tools[00:16:08] Talent trends: What firms need to change now[00:19:42] Shifting from compliance to consulting[00:22:50] What AI can (and can’t) do for tax pros[00:25:35] Health, wealth, and the vision behind The Balance Sheet of Life[00:28:12] What Jackie wishes more EAs, CPAs, and advisors understood[00:30:00] Final thoughts: Where tax pros go from hereNotable Quotes:“We need to move from trading hours for dollars to pricing based on results.” — Dr. Jackie Meyer“Culture isn’t ping-pong tables. It’s whether your team feels heard and supported.” — Dr. Jackie Meyer“Technology isn’t the threat—burnout is. We can’t innovate if we’re exhausted.” — Dr. Jackie Meyer“Success isn’t just about what you earn, but how you feel while earning it.” — Dr. Jackie MeyerOur GuestJackie Meyer is a nationally recognized CPA, entrepreneur, and thought leader in tax innovation. A multi-year 40 Under 40 honoree by CPA Practice Advisor, she founded and sold a successful CPA firm before launching TaxPlanIQ, a tax advisory platform selected for the 2023 AICPA Accelerator Cohort. She’s the creator of the ROI Method of Value Pricing™, a speaker to tens of thousands annually, and the upcoming author of The Balance Sheet of Life, a book bridging financial strategy with personal fulfillment. Her mission: Help people thrive in health, wealth, and relationships.Resource & LinksThe Enrolled Agent Advocate PodcastThe Enrolled Agent AdvocateBrandy SpearsLinkedInWebsite - NAEA.orgJackie MeyerLinkedInWebsite - TaxPlanIQSign up for a demo and use Code "NAEA10" to receive 10% off any plan at ⁠TaxPlanIQ.com⁠. ROI method of value pricing free workbook/calculator: ⁠taxplaniq.com/roi-method⁠
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