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Becoming Indispensable: The ROI Method™ of Tax Advisory Services (TAS) Flywheel

BECOMING INDISPENSABLE: THE ROI METHOD™ OF TAX ADVISORY SERVICES (TAS) FLYWHEEL

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this groundbreaking event, presented by award-winning expert Jackie Meyer, CPA, CCA, and Doctoral Candidate, accounting firms will learn how to prioritize tax advisory services to remain indispensable amid the rise of AI and staffing shortages in the accounting profession. Combining the innovative TAS (Tax Advisory Services) Flywheel concept—a self-reinforcing growth cycle—with Jackie Meyer's proven ROI Method™, this webinar will help you start or streamline a Tax Advisory Service (TAS) practice, dramatically increase revenue, and cultivate a thriving work environment with Jackie's mission of better health, wealth, and relationships at your public accounting firm. 

Join us for this transformative webinar and learn how to become indispensable in the accounting profession by unleashing exponential growth at your firm with the combined power of The ROI Method™ of Tax Advisory Services (TAS) Flywheel. Secure your spot today and tap into the expertise of award-winning expert Jackie Meyer to revolutionize your firm's tax advisory services and create a lasting, self-sustaining cycle of success.

Learning Objectives:


  • Determine the importance of prioritizing tax advisory services in the age of AI and staffing shortages, and learn how The ROI Method™ of TAS Flywheel can revolutionize your firm's practice

  • Discover the ten key components of the TAS Flywheel and how they align with The ROI Method™ to maximize revenue and client satisfaction at every stage of your TAS practice's lifecycle

  • List techniques and best practices for implementing The ROI Method™ of TAS Flywheel in your accounting firm, attracting high-value clients and fostering long-term relationships

  • Give examples of real-world case studies showcasing the impact of The ROI Method™ of TAS Flywheel on accounting firms' growth and success

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 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 entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.

About Our Presenter

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.