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

ADVISORY & CONSULTING

Ten Questions to Check Your Entrepreneurship

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Your biggest enemies: procrastination and questioning advice before you’ve even tried it.

By Jackie Meyer

“If your business depends on you, you don’t own a business – you have a job. And it’s the worst job in the world because you’re working for a lunatic!” – Michael E. Gerber, “The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It”

October 2010. The day is etched in my memory – cold and sharp, like the sting of betrayal. I was sitting in my car, gripping the steering wheel so tightly my knuckles turned white. Just moments before, I had been fired. Fired from a job I thought was secure, on a career path I believed I was destined for. The words from my boss were still ringing in my ears: “We’re going in a different direction.” I was stunned. What did that mean for my direction?

MORE: More Revenue in Fewer Hours
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It felt like the bottom had dropped out of my life. Years of studying, late nights, and climbing what I thought was the “right” ladder had led to this: humiliation, anger and a terrifying sense of … nothingness. But as I sat there, eyes burning with tears I refused to let fall, something unexpected began to stir beneath the surface of those raw emotions. A spark. A flicker of defiance. And the faintest whisper of an idea.
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ADVISORY & CONSULTING

More Revenue in Fewer Hours

Welcome to the Balanced Millionaire plan.

By Jackie Meyer

Are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? Or maybe you’re in a corporate job dreaming of entrepreneurial freedom. Are you tired of trading hours for dollars, only to find yourself burned out and undervalued? Do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?

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You’re not alone. In fact, according to a 2023 report by the Illinois CPA Society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. Many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. This isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. If you relate to these struggles, you’re in the right place.
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GROWTH STRATEGIES

How to Build a Thriving Firm without Burnout

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An eight-point quick-start guide for new accounting firms.

By Jackie Meyer

Running your own CPA firm can be deeply rewarding. It offers the freedom to choose your clients, financial growth and the ability to create a business aligned with your values. However, the risks of burnout and workaholism are real for CPA firm owners who don’t manage their workload and boundaries intentionally.

MORE: The Six-Stop Road Map to Your Freedom Formula | The Future of Tax Advisory | Your Balanced Millionaire Journey Begins Now | It’s Never Too Early to Plan Your Exit Strategy | How to Bring Core Values into Your Accounting Firm | The AI Revolution: Embracing Artificial Intelligence in Your Practice | Craft Tiered Service Packages for Maximum Impact | Niche Down to Scale Up | How to Define Your Vision
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This guide provides actionable strategies to help you run a successful and balanced CPA practice that works for you – not the other way around.
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ADVISORY & CONSULTING

The Six-Stop Road Map to Your Freedom Formula

Here’s an action plan for your own journey.

By Jackie Meyer

By now, you’ve read about the mistakes I made, the strategies I discovered, the value of leading with advisory, the power of technology, and even the ultimate exit strategy. You’ve learned how to build, scale and eventually sell a high-value tax advisory firm that works for you, instead of the other way around.

But knowledge alone isn’t enough. The real magic happens when you take what you’ve learned and turn it into action.

MORE: The Future of Tax Advisory | Five Common Pitfalls and How to Overcome Them | Four Practical Case Studies of Real Advisory Success | 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 | Hiring Strategies for Your Dream Team | Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | 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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This article is designed to be a clear, actionable road map that helps you take each concept and turn it into results. We’ll break down the steps you need to take – one by one – so that you can create your own transformation. Whether you’re just starting out or you’ve been running your practice for years, this action plan will help you move toward the freedom formula: more value, less stress and a firm that can thrive without you.
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ADVISORY & CONSULTING

The Future of Tax Advisory

two seated businesspeople with glasses meet, window wall in background

The landscape is shifting now. Where are you headed?

By Jackie Meyer

The tax advisory world is changing faster than ever before. When I first started my firm, technology played a limited role – mostly in the form of software that helped with basic data entry, compliance and tax returns. Today, however, we’re in the midst of a true revolution, driven by automation, artificial intelligence (AI), cloud computing and client expectations that are continually evolving.

MORE: Five Common Pitfalls and How to Overcome Them | Four Practical Case Studies of Real Advisory Success | 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 | Build a Seven-Figure Firm in Four Hours a Week
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The days of a compliance-focused practice being enough to keep you profitable are quickly disappearing. Compliance has been commoditized – clients see it as a cost to be minimized, rather than as a value-add service. If you want to remain competitive and thrive in the years to come, it’s essential to lead with advisory, embrace technology and position yourself as an indispensable partner in your clients’ financial success.
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