Published : October, 2024
1 Credit
Subject Area
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!
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Founder and President, TaxPlanIQ
(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
TaxPlanIQ's mission is to cultivate a cohesive accounting community where accountants and tax advisors collaborate to propel financial prosperity and elevate the well-being of individuals, businesses, and societies. Envisioning a future where tax advisory takes center stage in shaping healthier, wealthier, and more interconnected communities, we empower professionals with unique skills and innovative tools. Join us on the journey to transform the landscape of accounting and taxation for a brighter and more connected tomorrow.
Director - Partner Success, my-CPE
Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide.
Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.
myCPE is an online platform that offers continuing professional education (CPE) courses for accounting, finance, and tax professionals. It provides a wide range of webinars, self-study courses, and other learning resources to help professionals meet their CPE requirements and stay updated on industry trends and regulations. myCPE offers courses in various formats and topics, including accounting, auditing, tax planning, ethics, and technology-related subjects. The platform is designed to be convenient and accessible, allowing professionals to earn CPE credits at their own pace and on their preferred devices.
3 Ratings
1 Credit
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