Jackie Meyer, The Concierge CPA

Dr. Jackie Meyer, CPA, creator of the ROI Method® of Value Pricing, and founder of TaxPlanIQ — tax planning software for CPAs and tax advisors. Built and sold a boutique CPA firm after tripling revenue with just 56 clients.

Keynote speaker who flips accounting principles inside out. Because ROI isn't just for business — it's for your health, your time, and your life.

Author of The Balanced Millionaire: Advisor Edition and host of The Concierge CPA — fact-checking tax and financial advice so advisors, entrepreneurs, and U.S. taxpayers build wealth without burnout. Real math, real talk, a little spice, zero fluff.

On this channel: tax strategies, value pricing, advisory growth, crypto tax, side hustle deductions, retirement planning, leadership, and burnout prevention. Advisory is serving, not selling.

TaxPlanIQ: https://www.taxplaniq.com
The Book: https://cpa.click/jackie
Speaking: https://www.jackiemeyercpa.com

Peace, Love, and Literacy.