From Tax Firm to Tech Founder: Redefining ROI with Jackie Meyer

What happens when a tax pro stops chasing busy season and starts designing a business—and life—on her own terms?

In this episode of The Enrolled Agent Advocate, host Brandy Spears talks with Dr. Jackie Meyer, a forward-thinking CPA-turned-SaaS-founder who's changing how tax professionals price, hire, lead, and live. Jackie opens up about walking away from a successful CPA firm to launch TaxPlanIQ, a tech platform that empowers advisory-first firms to price based on value—not time sheets.

They unpack her proprietary ROI Method of Value Pricing™, how to attract and retain top talent in this shifting workforce, and why tackling burnout requires more than just time management. Jackie also shares a sneak peek into her upcoming book, The Balance Sheet of Life, which blends financial literacy with real-life fulfillment.

Whether you're a solo EA, a firm owner, or somewhere in between, this episode offers a fresh perspective on profitability, purpose, and people.

Why Listen

• Learn how value-based pricing can transform your firm

• Get real strategies for retaining top talent and fighting burnout

• Hear what the AICPA Accelerator is teaching tax tech innovators

• Discover how life balance and business strategy go hand in hand

In This Episode:

• [00:00:00] Meet Dr. Jackie Meyer: Entrepreneur, educator, disruptor

• [00:01:10] From CPA firm owner to tech founder

• [00:03:22] What is the ROI Method of Value Pricing™?

• [00:06:05] Burnout, boundaries, and building a better culture

• [00:09:30] Using advisory services to increase client value (and firm profit)

• [00:13:17] How TaxPlanIQ is rethinking advisory tools

• [00:16:08] Talent trends: What firms need to change now

• [00:19:42] Shifting from compliance to consulting

• [00:22:50] What AI can (and can’t) do for tax pros

• [00:25:35] Health, wealth, and the vision behind The Balance Sheet of Life

• [00:28:12] What Jackie wishes more EAs, CPAs, and advisors understood

• [00:30:00] Final thoughts: Where tax pros go from here

Notable Quotes:

• “We need to move from trading hours for dollars to pricing based on results.” — Dr. Jackie Meyer

• “Culture isn’t ping-pong tables. It’s whether your team feels heard and supported.” — Dr. Jackie Meyer

• “Technology isn’t the threat—burnout is. We can’t innovate if we’re exhausted.” — Dr. Jackie Meyer

• “Success isn’t just about what you earn, but how you feel while earning it.” — Dr. Jackie Meyer

Our Guest

Jackie Meyer is a nationally recognized CPA, entrepreneur, and thought leader in tax innovation. A multi-year 40 Under 40 honoree by CPA Practice Advisor, she founded and sold a successful CPA firm before launching TaxPlanIQ, a tax advisory platform selected for the 2023 AICPA Accelerator Cohort. She’s the creator of the ROI Method of Value Pricing™, a speaker to tens of thousands annually, and the upcoming author of The Balance Sheet of Life, a book bridging financial strategy with personal fulfillment. Her mission: Help people thrive in health, wealth, and relationships.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

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