EPISODE · Dec 17, 2024 · 38 MIN
Jackie Meyer: Earn More with Fewer Clients | The Disruptors
from CPA Trendlines Podcasts · host CPA Trendlines
Create a win-win with "The ROI Method of Value Pricing."The DisruptorsWith Liz FarrIn 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her clients. FULL show notes here | MORE PODCASTS and VIDEOS: Jack Flaherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | “But the clients were equally happy to pay more, which is crazy.” Her pricing methodology revolves around a calculator she calls “The ROI Method of Value Pricing.” The AICPA will be sharing her pricing method with members, which Meyers calls “a huge win for the profession.”
What this episode covers
Create a win-win with "The ROI Method of Value Pricing."The DisruptorsWith Liz FarrIn 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her clients. FULL show notes here | MORE PODCASTS and VIDEOS: Jack Flaherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | “But the clients were equally happy to pay more, which is crazy.” Her pricing methodology revolves around a calculator she calls “The ROI Method of Value Pricing.” The AICPA will be sharing her pricing method with members, which Meyers calls “a huge win for the profession.”
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Jackie Meyer: Earn More with Fewer Clients | The Disruptors
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