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July 7, 2025 34 mins

In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Reza from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies. They explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom.

🔗 Connect with Reza Hooda

https://www.linkedin.com/in/rezahooda/

https://www.rezahooda.com/


🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie's work at https://www.jackiemeyercpa.com


This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com


Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.


Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!


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Takeaways:


- Reza transitioned from a traditional accounting firm to a modern practice.

- He emphasizes the importance of value pricing over hourly billing.

- The journey of learning and transformation is crucial for accountants.

- Positioning and client engagement are key to attracting the right clients.

- Pricing psychology can significantly impact profitability.

-Reza's book outlines practical steps for accountants to succeed.

- Mentorship played a vital role in Reza's business transformation.

- Narrowing down the target audience helps in effective marketing.

- Building a firm should provide time, money, and freedom.

- Continuous learning is essential for growth in the accounting profession.


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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #FinancialStrategies #Accounting #ValuePricing #BusinessTransformation #ClientEngagement #PricingPsychology #AccountingFirmSuccess #ModernAccounting #Mentorship #BusinessGrowth #FinancialFreedom

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