Helping Accountants, CPA’s, and EA’s Create, Pitch, and Close Tax Plans is What We Do Best
The 10-days to Closing a Tax Plan #challenge has been amazing Jackie Meyer. I will be pitching the ROI presentation to my client tomorrow evening. Looking forward to saving them over $30k in taxes!
The "10 Days to Close a Tax Plan" #challenge has taught me how to develop a repeatable process to get paid for my knowledge. No more free tax advice! Can't thank you enough Jackie Meyer, CPA for sharing your process and knowledge with us!
So I signed up for the 10 day to a tax plan challenge. I was excited & scared all at the same time. I didn’t really know what to expect & thought well if I learn one or two things that’s more then I knew. But I gained so much more!
The 10-days to Closing a Tax Plan #challenge has been amazing Jackie Meyer. I will be pitching the ROI presentation to my client tomorrow evening. Looking forward to saving them over $30k in taxes!
The "10 Days to Close a Tax Plan" #challenge has taught me how to develop a repeatable process to get paid for my knowledge. No more free tax advice! Can't thank you enough Jackie Meyer, CPA for sharing your process and knowledge with us!
So I signed up for the 10 day to a tax plan challenge. I was excited & scared all at the same time. I didn’t really know what to expect & thought well if I learn one or two things that’s more then I knew. But I gained so much more!
It’s the difference between the 99% of accountants that work insane hours for pennies, and the .000000002% that use the ROI Method of Tax Planning™!
Here’s the cold hard truth: tax planning is critical to the growth of your accounting firm.
You’ve been giving tax advice away for years, and if you don't make a change, you’re on the road to burn out.
Here’s the cold hard truth: tax planning is critical to the growth of your accounting firm.
You’ve been giving tax advice away for years, and if you don't make a change, you’re on the road to burn out.
Jackie Meyer transformed her own CPA firm over the past decade using The ROI Method of Tax Planning™.
What does that really mean? Well, Jackie took clients from $2,000 average per year for a 1040 and simple business return, to well over $12,000 average per client – for the SAME compliance work, and a few hours more of focused tax advisory and analysis per year!
This shift allowed her firm to get off the hamster wheel of “busyness” and instead have - higher paying clients, higher satisfaction internally and externally, and less PITA’s!
Do you want to increase your revenue per client, knowing that you’ve done your best work possible to help their tax situation? Or continue working all nighters with ten times the clients?
In just 10 days, Jackie will teach you exactly how to implement this in your firm, too!
Jackie Meyer transformed her own CPA firm over the past decade using The ROI Method of Tax Planning™.
What does that really mean? Well, Jackie took clients from $2,000 average per year for a 1040 and simple business return, to well over $12,000 average per client – for the SAME compliance work, and a few hours more of focused tax advisory and analysis per year!
This shift allowed her firm to get off the hamster wheel of “busyness” and instead have - higher paying clients, higher satisfaction internally and externally, and less PITA’s!
Do you want to increase your revenue per client, knowing that you’ve done your best work possible to help their tax situation? Or continue working all nighters with ten times the clients?
In just 10 days, Jackie will teach you exactly how to implement this in your firm, too!
**Testimonials shown are real experiences of paying challenge members.**
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