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Jackie Meyer, CPA, CCA



Jackie Meyer, a 40 under 40 honoree since 2018, is leading the way by passionately coaching and consulting 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 (AICPA 2023 Accelerator Cohort) and Certified Concierge Accountant mastermind. Both 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(tm), which emphasizes a change in pricing modules to better align with client value, as well as addressing the cultural and workaholism tendencies that can lead to burnout and turnover.

Through her work, Jackie speaks to tens of thousands of accountants each year, offering transformational solutions to help firms thrive in the face of these challenges. Her mission is better health, wealth, and relationships for accountants. 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.

Want questionable humor and occasional bouts of wisdom? Follow her @jackiemeyercpa:


Don't worry, Jackie is just getting started and will have some online courses available soon! In the meantime, you can check out all of the courses available from our Inspiration Operatives.
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