263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA

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Hey CPA Firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

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Readers say they love it because they’re short and on point.

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THIS WEEK’S EPISODE

Listen to this episode where I talk  with Jackie Meyer, Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and the Concierge Accountant Coaching program, about ways to navigate common pricing and common niche challenges for accountants and CPAs. 

Jackie had direct experience in her firm and has seen first hand the challenges that accountants face when making the transition from the traditional model into a model that focuses on value creation for clients. 

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MENTIONED

Jackie Meyer:
https://www.jackiemeyercpa.com/

TaxPlanIQ
https://www.taxplaniq.com/

Link to AICPA Pricing Tool:
https://www.aicpa-cima.com/resources/download/trusted-client-adviser-pricing-tool

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Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244

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• How high can I go on prices without sending my clients running?
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Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 

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For the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. 

geraldinecarter.com/custom-vip-coaching
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JOIN PEAK FREEDOM
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
https://geraldinecarter.com/peak-freedom