Figuring Out: Transform Tax Advisory with AI | Podcast #EP16 1 Credit
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Welcome to this Episode of Revolutionizing Tax Advisory, where we explore the transformative impact of proactive planning and AI in the accounting realm.
We’ve got none other than Jackie Meyer, CPA and the brains behind TaxPlanIQ, joining us. Together, we’ll uncover how contemporary accountants can harness innovative tools and strategies to elevate client relationships and enhance profitability.
In this Episode, you will discover how to fully embrace the future of tax advisory, keeping your firm at the cutting edge of the industry. From the revolutionary ROI Method of Value Pricing to insights on the future of AI in accounting, Jackie shares practical strategies for enhancing client relationships, saving time, and increasing profitability in the fast-evolving tax advisory landscape.
Key topics covered:
Tune in to gain transformative insights that could redefine your tax advisory practice and elevate your client relationships to new heights!
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Information Technology for CPA in Canada | 1 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
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(Soon to be Dr.) Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor from 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for firms to thrive. Her mission is to improve health, wealth, and relationships for all.
Want quirky humor and occasional bouts of wisdom? Follow her @jackiemeyercpa:
twitter.com/jackiemeyercpa
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