In this episode, we sit down with the incredible Jackie Meyer, a powerhouse in the accounting world with a journey that’s nothing short of inspiring. Jackie takes us through her path to becoming a CPA and shares the ups and downs of her career and how she took the bold step of starting her own firm. We dive deep into the strategies that helped grow her business including her game-changing approach to value pricing—one of Jackie’s key tools for success.

But that’s not all! We also explore how Jackie’s innovation led her to create TaxPlan IQ, a revolutionary software designed to streamline tax planning. Jackie opens up about balancing a thriving career and family life, proving that it’s possible to juggle both with the right mindset and support. As we delve into leadership and personal growth, Jackie highlights the importance of coaching in achieving her goals and shares insights on how it's been a crucial factor in her journey. If you're looking for a blend of professional insights and personal inspiration, this episode has it all. Don't miss out on Jackie's invaluable tips for accountants and entrepreneurs alike!

What you'll hear in this episode:

[1:00] Introduction of Dr. Jackie Meyer

[2:20] Jackie's Journey to CPA

[3:40] Starting and Growing a Firm

[5:45] The Power of Value Pricing

[7:50] Creating TaxPlan IQ

[11:10] Balancing Family and Career

[18:20] The Importance of Coaching

[23:50] Leadership and Personal Growth

Connect with Jackie https://www.linkedin.com/in/jackiemeyercpa

Check out her website: https://www.jackiemeyercpa.com/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/