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"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Great customer service. Classes are pertinent. Great value
Steve
Trusted by 250,000+ Professionals
Trusted by 250,000+ Professionals
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
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I’m Dr. Jackie Meyer, and I’m not your typical CPA. I built a 7-figure firm working just 4 hours a week while managing multiple businesses, raising a family, traveling the world, wrangling five pets, and living with chronic fatigue. I’m the founder of the eight-figure company TaxPlanIQ, which supports over 500 accounting firms in democratizing tax planning through modern advisory. I created the ROI Method of value pricing, led IRS reform efforts on national AICPA committees, and have taught tens of thousands of accountants the ins and outs of the new tax code. But beyond the numbers, I’m deeply passionate about aligning financial health with mental well-being. That’s why I developed the Balance Sheet of Life, a framework to help high achievers like me, and maybe like you, turn profit into peace
