Coaching Accounting Firm Owners With Jackie Meyer

Jackie Meyer is a Concierge CPA and the Founder and CEO of TaxPlanIQ and Meyer Tax Consulting. At TaxPlanIQ, she focuses on helping accounting firm owners implement tax planning solutions for their businesses while increasing revenue and saving time. is an intuitive platform that allows tax practitioners to start demonstrating tax savings to their clients within 30 minutes. Meyer Tax Consulting is the industry-leading advisory firm that designs customized inventive tax strategies for high-net-worth individuals, equipping them to live fruitful lives and leave lasting legacies for their families and beyond.


Jackie is also a business coach for accountants with a passion for resourcing and coaching accounting firm owners through a proven process to build a business they love. She is an Official Member of the Forbes Finance Council and has been involved with non-profit organizations, including being a member of the GRACE Gala Auction Committee, which benefits families in crisis. Jackie was also named the winner of the 40 Under 40 award by CPA Practice Advisor in 2018, 2019, and 2020.


Here’s a glimpse of what you’ll learn:


  • Jackie Meyer’s backstory of how she got into finance and tax planning 
  • Jackie talks about her Certified Concierge Accountant program 
  • Jackie’s advice to small business owners who are starting out 
  • What is Jackie doing to build authority in her three business endeavors? 
  • How can a business coach help?
  • How Jackie helps accountants succeed
  • What’s next for Jackie? 

In this episode...


Are you struggling to build a successful accounting business? It’s hard to satisfy clients, keep up with constantly changing tax guidelines, and scale a business in the process. Have you considered having a business coach?


Running a successful accounting business can be complex, and accountants can get overworked, underpaid, and experience burnout. A degree in finance or accounting doesn’t adequately prepare you to both work in and operate the business. That’s why you should have a business coach because they can help you in a myriad of ways. With 20 years in the finance industry and over a decade running her accounting firm, Jackie Meyer made mistakes and learned best practices along the way, and those experiences completely transformed her business. And now, she focuses on packaging and passing these insights to other accountants so they can transform their firms and build a business they adore.


In this episode of The Power of Authority Spotlight, Michelle Prince sits down with Jackie Meyer, a Concierge CPA and the Founder and CEO of TaxPlanIQ and Meyer Tax Consulting. She discusses how to successfully run an accounting firm with the help of a business coach. Jackie explains how she got into finance and tax planning and her Certified Concierge Accountant program, what she’s doing to build authority in her three businesses, the value of having a business coach, and advice to accountants and entrepreneurs who are just starting out.


Resources mentioned in this episode:


Sponsor for this episode...


This episode is brought to you by Performance Publishing Group.


At Performance Publishing Group, we provide top-quality, comprehensive book publishing services for soon-to-be authors.


Led by best-selling author Michelle Prince, the Performance Publishing team has helped hundreds of people realize their dream of becoming an author.


As a partner publisher, we can offer you more than just expert guidance — we want to make sure you get the book of your dreams and reap the rewards.


To learn more about Performance Publishing Group, go to

Written By

Michelle Prince

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