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ADVISORY & CONSULTING

Eight Steps to ROI Pricing

How to address common objections.

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: Shift Your Value Proposition from Compliance to Advisory | How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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This is where the ROI (Return on Investment) Method comes in.

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GROWTH STRATEGIES

Shift Your Value Proposition from Compliance to Advisory

hand holding light bulb

It’s time to transform 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: How Niches Lead to Growth | Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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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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GROWTH STRATEGIES

How Niches Lead to Growth

woman holding eyeglasses and looking at laptop screen

It’s all about your ideal client.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

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: Vision vs. Mission, and Why You Need One | Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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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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ABOUT US

In “The Balanced Millionaire,” Jackie Meyer Empowers Accountants — and the Taxpayers They Serve

The new step-by-step guide to turning the stress of tax season into financial opportunity—for both professionals and the public.

From CPA Trendlines

In an era when accountants and tax advisors play a crucial role in helping millions of Americans navigate complex tax laws, the new “Balanced Millionaire” handbook by Dr. Jackie Meyer, CPA, offers a new approach to the profession—one that benefits not only practitioners but also taxpayers seeking smarter, more transparent, and more personalized service.

“The Balanced Millionaire: Advisor Edition“

Now available exclusively from CPA Trendlines.

Buy now | Learn more

Dr. Meyer, a nationally recognized CPA and founder of TaxPlanIQ, has trained thousands of practitioners in value-based advisory methods that have generated millions in client tax savings. Her new book is part manifesto, part manual—a call for an industry transformation that benefits every taxpayer.

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GROWTH STRATEGIES

Vision vs. Mission, and Why You Need One

Five action items to take.

By Jackie Meyer

We’ve explored the spark that ignited your entrepreneurial journey. Now, let’s give that spark direction and purpose. Building a successful advisory practice isn’t just about working hard; it’s about working smart. And that starts with having a clear vision.

MORE: Ten Questions to Check Your Entrepreneurship | More Revenue in Fewer Hours
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Vision is more than just a lofty idea; it’s a necessity. It’s the guiding force that dictates not only what you want, but also what your team should strive for daily. Your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. It’s your North Star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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