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Tax Advisory: New Pathway to Financial Freedom 

Five KPIs to measure success.

portrait of Jackie Meyer
Meyer
 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.

MORE: Raise Your Rates to Change Your Clientele | Pursue Excellence to Win the Battle for Talent | Leverage AI to Grow and Protect Revenue: Six Steps | How WealthTech Is Reshaping the Future of Holistic Advice | Seven Tech Keys to a Holistic Service Model | Profile of a Modern Firm: Putting the Vision into Practice | What Multiples Mean to Accounting Firms | Why CPAs Are Best Positioned to Become Financial Advisors | Introducing You to a Fulfilling Return on Relationships
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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.
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ACCOUNTING INFLUENCERS

Jim Bourke: Keep Your Edge | Accounting Influencers

“Embrace change and keep filling your tool belt with the best technology out there.”

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Accounting Influencers
with Rob Brown

Jim Bourke, a recognized leader in accounting technology and a partner at Withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the Accounting Influencers podcast. With decades of experience advising firms on technology adoption, Bourke discusses how artificial intelligence (AI), cloud computing, and regulatory changes are shaping the industry.

“The excitement around technology today is off the charts,” Bourke states, highlighting how innovations like ChatGPT have reignited enthusiasm for AI in accounting. Just a year ago, AI was barely mentioned at major industry conferences. Now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.

“AI is not here to take the accountant’s job away,” he clarifies. “It will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”

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MANAGEMENT

Encourage Desirable Behaviors Through Metrics

man's hands holding small keyboard with stylized metrics floating above

Three leading indicators for your firm to move toward.

By Samantha Mansfield

The saying, “we manage what we measure” is a phrase we have heard many times, but how often do we reflect on the way we manage those measurements?

MORE: Five Ways to Head Off Reluctant Leadership | You Need Capable Successors for a Seamless Transition | Generosity: The Root of Great Leadership
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We use measurements and metrics daily in our personal and professional lives to achieve results. We use them to track progress and success, but what we may not realize is how much these measures influence our behaviors. As much as metrics can foster positive actions, they can also create bad ones, or even bad habits.
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NEWS

Remembering Peter Margaritis: Applying the Art of Improv to Accounting Communication

‘Everyone here is a superhero.’

Peter Margaritis on The Disruptors with Liz Farr, originally published in 2023 here

By Liz Farr

The accounting world lost a great man on March 20, 2025, when Peter Margaritis passed away unexpectedly at age 64. I first met Peter in the fall of 2018, when he gave the keynote for the New Mexico Society of CPAs’ annual Pride in the Profession luncheon. I introduced myself to him while he was fiddling with his earpiece and microphone shortly before his talk.

Margaritis obituary here | More Liz Farr here

“Everyone here in this audience is a superhero. If I can make you aware of it, then you’ll use it for the greater good for yourselves, your organizations, and your community,” he told us during his keynote. The superhero power skills he was speaking about are our abilities to communicate financial information to our clients and the world at large.

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Gear Up for Growth

Matt Dixon: How Top Rainmakers Win Clients | Gear Up For Growth

Doing great work is no longer enough to ensure client retention.

 

Sponsored by “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA  – See Today’s Special Offer

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. In this Gear Up for Growth episode hosted by Jean Caragher of Capstone Marketing, guest Matt Dixon shares insights from his forthcoming book, “Activator Advantage: What Today’s Rainmakers Do Differently.” Dixon, a founding partner of DCM Insights and a renowned sales researcher, detailed how top-performing professionals distinguish themselves through proactive engagement and strategic relationship-building.

Gear Up for Growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. More Gear Up for Growth every Friday here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

Dixon’s research, based on a study of nearly 3,000 partners in professional services firms—including accountants, lawyers, and consultants—identifies five distinct business development profiles:

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