Five KPIs to Measure ROI Success

The secret sauce? Value pricing tax advisory services.

Jackie Meyer, CPA, CTC, MSA, is president and founder of Meyer Tax Consulting LLC, TaxPlanIQ, and Concierge Accountant Coaching programs in Southlake, Texas. She offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in QBO.

By Jackie Meyer
The Holistic Guide to Wealth Management

Revenue growth isn’t just a metric; it’s at the heart of financial well-being for financial professionals and their clients. When a firm grows its revenue, the balance sheet isn’t the only thing that benefits. It enables the firm to invest in advanced technologies and education, to offer more comprehensive services, to fulfill philanthropic goals and to attract top-tier talent. Expanding revenue also benefits the firm’s clients by availing them of more strategic advice, faster response times and ultimately, a more secure financial future.

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According to an American Psychological Association’s Stress in America survey, money worries and inflation have raised our collective stress to the highest level since 2015. Financial stress is detrimental to mental health and leads to higher rates of anxiety, depression and other mental health issues.

Posted on January 23, 2026

Rory Henry

About the Author

Rory Henry is the author of "Holistic Guide to Wealth Management," published by CPA Trendlines here, a comprehensive resource with contributions from over 24 thought leaders in accounting, wealth management, and behavioral finance.

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Henry, a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA™), is a director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward.

Catch the webcasts and podcasts for the handbook, here:

The Holistic Guide to Wealth Management

Originator of the Advis-ROR®, methodology (Return on Relationship), Rory has been in the tax and financial advisory profession for nearly two decades. He has created a unique program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practices.

He hosts the AFO Wealth Management Forward podcast, and has been published in numerous financial and accounting media outlets including Accounting Today, CPA Trendlines, Intuit Tax Pro Connect and Financial Advisor Magazine among others.

Outside of the office work, Rory is an avid sports fan, plays golf, and enjoys performing improv at comedy theaters throughout Los Angeles.

He can be contacted on Linkedin.

Arrowroot Family Office Disclaimer: This material contains opinions of the participants but not necessarily those of Arrowroot Family Office, its affiliated companies, directors, and employees. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results. Content should not be construed as investment, legal or tax advice. The information in this communication is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance, or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.

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