Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer

The Accounting Leads Now Podcast · Sep 25, 2025 · 25m · transcript

She sold her firm for 7 figures with just 56 clients. Here's how she did it.

Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the proactive accounting movement, is done watching firms burn out and undercharge.

In this episode, she breaks down:

• The ROI method that turns tax advice into a 5-figure service

• How to quote tax planning with confidence (even if you hate sales)

• What’s killing firms from the inside and how she rebuilt hers

• Why advisory isn’t just a service, it’s your survival strategy

📚 First sneak peek at her new book The Balanced Millionaire: Advisor Edition

📍 Connect…