Jackie Meyer, Author at CPA Trendlines

Five Common Pitfalls and How to Overcome Them

Transitioning isn’t always smooth sailing.

By Jackie Meyer

When I made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable ROI, I wish I could say it was seamless. It wasn’t. This kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. The key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.

MORE: Will Your Success be Incremental or Exceptional? | Your Balanced Millionaire Journey Begins Now | How to Cultivate Holistic Wealth | Five Hard-Earned Lessons from Exiting an Accounting Firm | It’s Never Too Early to Plan Your Exit Strategy | Beyond Blocking: More Time Management Strategies | Reclaim Your Hours with Time Management and Productivity Hacks | How to Bring Core Values into Your Accounting Firm | Ten Key Guidelines for Accounting Staff | Hiring Strategies for Your Dream Team | The AI Revolution: Embracing Artificial Intelligence in Your Practice
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In this article, I want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. Whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
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ADVISORY & CONSULTING

Jason Ackerman: Roth Mistakes That Cost Clients the Most | The Concierge CPA

Existing IRA balances and Form 8606 can make or break the strategy.

The Balanced Millionaire: Building a 7-Figure Firm in 4 Hours a Week. – See Today’s Special Offer

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Build a 7-Figure Firm in 4 Hours a Week!

The Concierge CPA
With Jackie Meyer

In this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief financial officer and co-founder of WealthRabbit, to separate practical Roth IRA guidance from the oversimplified advice circulating online.

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Roth IRAs can provide tax-free growth and qualified withdrawals, but eligibility rules, reporting requirements, and conversion mechanics leave plenty of room for costly mistakes. Meyer and Ackerman examine direct contributions, backdoor Roth strategies, the often-misunderstood five-year rules, and the documentation advisers need to implement these strategies correctly.

A central warning: A backdoor Roth is not a product or a one-click transaction. It is a multistep process that requires advisers to examine the client’s existing IRA balances, properly report nondeductible contributions and conversions, and reconcile Form 8606 with Form 1099-R.

“Messing up the backdoor Roth is probably the one that can hurt the most,” Ackerman says.

GROWTH STRATEGIES

Your Balanced Millionaire Journey Begins Now

How to bring it all together.

By Jackie Meyer

This is is the beginning of your revolution. You’ve journeyed with me through the trenches of hourly billing, felt the weight of burnout, and witnessed the exhilarating transformation to a seven-figure advisory firm built on my terms.

MORE: How to Cultivate Holistic Wealth | Five Hard-Earned Lessons from Exiting an Accounting Firm | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur
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But this story, this blueprint, it was never truly about me. It was always about you, about the spark within you waiting to ignite. You’ve seen me go from an exhausted CPA, trading time for dollars, to an empowered entrepreneur, crafting a life where work supports my dreams, not suffocates them. And now, it’s your turn to step into that power.
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GROWTH STRATEGIES

How to Cultivate Holistic Wealth

A deep dive into the SHiFT framework.

By Jackie Meyer

Success is often defined in dollar signs and business metrics, but as a seasoned advisor you know that true wealth extends far beyond the financial statement. After all, what’s the point of a seven-figure firm if your health is in shambles, your relationships are strained, or you have no time to enjoy life?

MORE: Five Hard-Earned Lessons from Exiting an Accounting Firm | It’s Never Too Early to Plan Your Exit Strategy | Beyond Blocking: More Time Management Strategies | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
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In this article, we’re going to zoom out and look at the whole picture of what it means to be a “Balanced Millionaire.” This is about cultivating holistic wealth across all areas of life, using the SHiFT Framework – Social, Health, Financial, Time. These are the four pillars of holistic wealth and well-being that support a truly balanced and fulfilling life for a high-achieving professional.
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PERSONAL FINANCIAL PLANNING

David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA

Solo 401(k)s let you think beyond retirement.

CPA Trendlines: Where Accounting Pros Go Pro. – See Today’s Special Offer

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The Concierge CPA
With Jackie Meyer

In this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.

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Podell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives into common mistakes business owners make, and shares how smart structuring — including leveraging Roth contributions and defined benefit add-ons — can elevate retirement planning from compliance to strategy.

“Putting money in these retirement plans pulls money out of the business and creates a personal net worth,” Podell says.

Jackie Meyer

MORE AT STORE.CPATRENDLINES.COM

Jackie Meyer, CPA, is president and founder of Meyer Tax Consulting LLC, TaxPlanIQ, and Concierge Accountant Coaching programs.

Her newest work is
"The Balanced Millionaire (Advisor Edition),"
published by CPA Trendlines.

Based in Southlake, Texas, Meyer specializes in tax planning for executives that provides a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in QBO.

With her team completely virtual, spanning from Texas to Hawaii, the firm stays on the cutting edge of technology, working closely with industry leaders on product development. She has served on the Intuit ProConnect Tax Council and is a top-rated speaker on small firm best practices.

Meyer, a 40 under 40 honoree, is leading the way in coaching and consulting accounting firms on practical and efficient solutions that improve the profession as a whole, from recruitment and retention to the impact of AI. As the former founder of an award-winning CPA firm (2010-2022), she has since founded a SaaS Tax Advisory Platform, TaxPlanIQ, a member of the AICPA 2023 Accelerator Cohort. These solutions uniquely position Jackie to share insights and best practices that can help transform accounting firms directly. Her approach is grounded in The ROI Method™, which emphasizes a change in pricing modules to better align with client value and addresses the cultural and workaholism tendencies that can lead to burnout and turnover.

Meyer speaks to tens of thousands of accountants each year at conferences and custom consulting, offering transformational solutions to help firms thrive in the face of many challenges. She also leads a vibrant Facebook group of "Accounting Firm Influencers" who continue these discussions on a daily basis, sharing ideas and driving change in the profession. With Jackie's leadership and expertise, the future of the accounting profession is bright and full of opportunity.

She began her career at Countrywide while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte while pursuing an MSA at Southern Methodist University. In 2010, she became one of the youngest female CPA firm owners in the Dallas-Fort Worth metro area. Meyer works with local nonprofits, like GRACE Family Crisis Support and the Southlake Public Library.

She can be reached at: Meyer Tax Consulting LLC | TaxPlanIQ | Concierge Accountant Coaching | LinkedIn

Here’s what you’re looking for: Jackie Meyer

The Balanced Millionaire: Building a 7-Figure Firm in 4 Hours a Week. – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

CPA Trendlines: Where Accounting Pros Go Pro. – See Today’s Special Offer

Click to subscribe anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), Boomplay (Africa), or RSS.