Last updated: 2026-03-15
By Dr. Jackie Meyer, CPA, CCTA 🦄 — Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting 💪
Unlock a proven 10-day framework that enables CPA firms to close high-value advisory engagements ($10K-$50K) by delivering tailored tax-planning strategies. This comprehensive playbook helps firms scale advisory revenue with a clear ROI, offering a repeatable method to identify the right strategies for each client and provide tangible value beyond traditional hourly work.
Published: 2026-03-15
Close high-margin tax advisory engagements by delivering tailored strategies that drive $10K-$50K per client.
Dr. Jackie Meyer, CPA, CCTA 🦄 — Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting 💪
Unlock a proven 10-day framework that enables CPA firms to close high-value advisory engagements ($10K-$50K) by delivering tailored tax-planning strategies. This comprehensive playbook helps firms scale advisory revenue with a clear ROI, offering a repeatable method to identify the right strategies for each client and provide tangible value beyond traditional hourly work.
Created by Dr. Jackie Meyer, CPA, CCTA 🦄, Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting 💪.
- Partner-level CPA firm leaders at midsize practices seeking to move from hourly billing to value-based advisory revenue, - Tax planners in firms with six-figure advisory revenue aiming to implement a repeatable, scalable engagement framework, - Senior consultants responsible for diagnosing client needs and proposing concrete tax-planning strategies to boost client ROI
Interest in education & coaching. No prior experience required. 1–2 hours per week.
10-day repeatable playbook. three-to-five strategies per client. ROI-focused value delivery
$0.80.
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