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The 10-Day Tax Planning System
by Dr. Jackie Meyer, CPA, CCTA 🦄 · Education & Coaching
Summary
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.
Primary Outcome
Close high-margin tax advisory engagements by delivering tailored strategies that drive $10K-$50K per client.
Who This Is For
- - 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
What You'll Learn
- 10-day repeatable playbook
- three-to-five strategies per client
- ROI-focused value delivery
Metadata
- Category
- Education & Coaching
- Creator
- Dr. Jackie Meyer, CPA, CCTA 🦄
- Creator Title
- Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting 💪
- Tags
- Financial Models
- Published
- 2026-03-15
- Last Updated
- 2026-03-15
Citation
"The 10-Day Tax Planning System" by Dr. Jackie Meyer, CPA, CCTA 🦄, PlaybookHub — https://playbooks.rohansingh.io/playbook/the-10-day-tax-planning-system