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ADVISORY & CONSULTING

Master the ROI Method: Price for Value, Not Time

If you can save a client $30,000, isn’t that worth $10,000?

By Jackie Meyer

We already set the foundation for moving to high-value advisory services. Now let’s talk about how to price those services in a way that reflects their true value and empowers you to achieve the Balanced Millionaire lifestyle.

MORE: From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | 7How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
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This is where the ROI (Return on Investment) Method comes in.

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GROWTH STRATEGIES

Matt Tait: Make Monthly Close History | The Concierge CPA

Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

On the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Matt Tait, CEO and co-founder of Decimal, a fast-growing accounting firm that’s challenging conventional norms in accounting operations, client service, and firm structure.

More Jackie Meyer

Despite not being a CPA—Tait is a self-described “recovering attorney”—he has led Decimal from a startup within a traditional accounting firm to a 100-person operation managing accounting services for more than 1,000 high-growth businesses.

But the firm’s real differentiator?

“We’re not an AI firm,” Tait explains. “We’re a service firm that leverages technology to deliver a better client experience.”

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GROWTH STRATEGIES

From Compliance to Advisory: Shifting the Value Proposition

hand holding light bulb

How to begin transforming your services.

By Jackie Meyer

For too long, the accounting and tax profession has been synonymous with one thing: compliance. Filling out forms, meeting deadlines, making sure all the boxes are checked.

MORE: Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
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Compliance is important – don’t get me wrong – but it’s only part of the story. To truly thrive today, and to build a practice that aligns with the Balanced Millionaire philosophy, you must shift your focus from compliance to advisory.
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PODCAST

Koebnick: Freedom from Federal Taxes? The Tribal Credit That’s Sparking Fireworks in Tax Advisory | The Concierge CPA

This holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here

Update: This episode was originally recorded in early 2025 and appears here as part of the CPA Trendlines special Independence Week series. Please be advised that the Tribal Tax Credit is currently under increased scrutiny by the IRS, with concerns about potential misuse and fraudulent claims. The perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. Listeners are strongly encouraged to consult a qualified tax advisor and review the latest IRS guidance before considering any strategies discussed herein. 

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

As Americans celebrate independence, a lesser-known federal tax credit tied to Native American tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it.

More Jackie Meyer

On this special Independence Week episode of The Concierge CPA podcast, host Jackie Meyer, CPA, sits down with Chad Koebnick, vice president of Specialized Tax Services at Nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“This is one of those once-in-a-decade strategies,” says Meyer. “But it’s new, and with that comes skepticism. That’s why we brought in Chad to break it all down.”

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GROWTH STRATEGIES

Niche Down to Scale Up

woman holding eyeglasses and looking at laptop screen

How to find your ideal client.

By Jackie Meyer

Trying to be everything to everyone is a recipe for burnout and mediocrity. That’s why one of the fastest ways to scale up your practice is to niche down and find your ideal client profile (ICP). It might feel counterintuitive to narrow your focus, but trust me, specialization is powerful.

MORE: How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

The Fear of Missing Out (FOMO)

Before we dive in, let’s address the elephant in the room: the fear that by niching, you’ll lose opportunities. Many advisors hesitate to niche down because they worry, “What if I turn away someone and regret it? What if I limit my opportunities and my phone stops ringing?” It’s a valid emotional concern, but let’s bust the myth:

  • Serving everyone dilutes your expertise and makes it harder to stand out.

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