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Dr. Jackie Meyer, CPA

Keynote speaker, author of The Balanced Millionaire, and founder of TaxPlanIQ. She helps accounting firm owners build advisory firms worth running.

Maximizing The Value Within - for advisors and entrepreneurs, their clients, and their team.

The Balanced Millionaire: Advisor Edition

Dr. Jackie's Published Book - Available Now

Success, burnout, and wealth the financial statements don't show

Jackie's own story of building a 7-figure firm and the mental health struggles that came with it. And her answer to what wealth means once the financial statements stop being the point.

01

The Happiness Audit

Her framework for measuring wealth across four dimensions: financial, emotional, physical, and spiritual.

02

Practical Strategies

Tools to grow the firm without paying for it in health, sleep, or family time.s.

03

A New Scorecard

What a balanced, wealthy life actually looks like for an advisor. Revenue is only one line on it.

Free Resources for Firm Owners

Weekly Firm Tips and More


Short, practical firm advice from Jackie every week. Plus real firms getting real feedback in the Hot Seat series.

Join 8,000+ Pros in Accounting Firm Influencers

Jackie's free Facebook group. Swap pricing and hiring notes with owners who get it.h.

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Accounting Firm Influencers | Facebook

Welcome to AFI! 🎉👋 We are a community dedicated to supporting tax firm owners and influencers as they strive to become the US-based firms of the future....

Why Work With Dr. Jackie?

500+

Firms Transformed

Through TaxPlanIQ and her coaching programs

15+

Years Experience

Including her own 7-figure CPA firms

3x

Income Growth

Average for clients using her ROI Method™

Dr. Jacks

More Than a CPA

"My mission is to transform the accounting profession from within—creating a future where practitioners thrive professionally while living balanced, fulfilling lives."

Dr. Jackie Meyer, CPA, is the founder of TaxPlanIQ and creator of the ROI Method. She built a 7-figure CPA firm, coaches accounting firm owners, and speaks at conferences across the profession.

Doctorate in Strategic Leadership

Earned in 2024, alongside her Masters in Accounting & Tax. Doctoral research in organizational transformation and leadership psychology..

Serial Entrepreneur

Founder of TaxPlanIQ, Concierge Accountant Coaching, and Meyer Tax Consulting. She built the firm first, then the software and coaching to help other firms do the same.



Unlock Your Firm's Potential

Proven Track Record

7-figure CPA firm founder and 8-figure SaaS entrepreneur with a doctorate in leadership, bringing real-world experience to every engagement.

Transformative Methods

Creator of the ROI Method™ and TaxPlanIQ platform, empowering accountants to triple their income while dramatically reducing workload and stress.

Dynamic Speaker

Passionate keynote speaker and executive coach transforming accounting firms worldwide through actionable strategies and inspiring leadership insights.

Real Results from Real Clients

Tripled Income, Half the Clients

"Dr. Jackie's methods completely transformed my practice. I tripled my income while cutting my client load in half, giving me time for family and the work I actually love doing."

— Sarah M., CPA Firm Owner

Transformed Tax Planning

"Jackie's coaching revolutionized our approach to tax planning and client retention. We've seen unprecedented growth in advisory revenue and client satisfaction scores have never been higher."

— Michael T., Tax Advisor

Unlocked New Revenue

"Her SaaS platform saved us countless hours while unlocking entirely new revenue streams we didn't know existed. The ROI was immediate and continues to compound every quarter."

— Jennifer L., Accounting Firm Partner

Speaking Engagements

Inspire Your Audience with Proven Leadership & Tax Strategy

Transformational Leadership

Build resilient teams with strategic vision.

Value Pricing Innovation

Boost profitability with value-based models.

Work-Life Balance

Achieve sustainable success and well-being.

Tax Planning Excellence

Leverage cutting-edge strategies for proactive tax advisory.

Diversity & Faith

Foster inclusion, navigate faith in professional settings.

Finding Value Within

Unlock untapped client and personal potential with a happiness audit.

"Every talk is customized to your event's specific goals and audience needs. Dr. Jackie brings energy, expertise, and actionable takeaways that create lasting impact."

See What's New At TaxPlanIQ

Join thousands of accounting professionals who have transformed their practices, reclaimed their time, and built the firms of their dreams with Dr. Jackie's proven guidance and support. Schedule a live demo with one of our experts at TaxPlanIQ.com

www.taxplaniq.com

Tax Plan in Minutes For Clients with Tax Planning Software

Discover how tax planning software helps CPAs go from tax prep to tax planning in minutes—boosting profits and transforming your firm into a premium advisory firm.

Let's Connect

"Your journey to a thriving, balanced, and impactful accounting career starts with a single conversation. Let's create something extraordinary together."

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