How to Build a High Value Tax Advisory Firm with Jackie Meyer

from The CPA Advisory Show · host Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

In this episode of the podcast, Jeremy and Chris speak with special guest Jackie Meyer (@JackieMeyerCPA on Twitter). Jackie is a tax advisory savant and also the founder of a tax planning software, TaxPlanIQ. The key takeaways from the episode are: How to identify ideal clients for your advisory services What a profitable tax advisory engagement looks like How to set boundaries in your firm and with your clients The first tactical step to move yourself from “stuck” to a profitable, manageable firm How software can assist in a tax planning engagement Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon on Twitter @ChrisHervochon

Episode metadata supplied by the publisher feed · Published Nov 16, 2022

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