FACULTY: Jackie Meyer, CPA

CLASS: #TheGuide

TITLE: Recognizing Patterns of Fear in Accounting

In this podcast episode, Scott interviews Jackie Meyer, CPA, the Founder of TaxPlanIQ.com, TaxPlanningMasterclass.com, and Certified Concierge Accountant mastermind classes. Jackie shares her path to becoming an accountant and her involvement with the Intuit Tax Council. The episode delves into the dynamics of visionaries and integrators, along with the distinctions between being a coach and a counselor. 

Introducing Jackie

How Jackie Became an Accountant

Exposure to poor leadership in the accounting field

Jackie's journey from starting a CPA practice to selling it

The establishment of TaxPlanIQ

The ROI Tax Planning Method

Jackie's involvement with the Intuit Tax Council and her interest in tech and software

The dynamics of visionaries and integrators

Distinctions between being a coach and a counselor

Jackie's goals for coaching accountants and her experiences with TaxPlanIQ

The challenges of training an integrator and the struggle with being a people pleaser

Jackie reflects on managing work, life, and creativity, including her role as a parent.

Gender Representation Controversies and Writing Books

Conclusion

Shout Outs:

Chuck, Jim Buffington, Stephanie Friswell, Brad Smith, Brene Brown, Tatiana Sawyer, Ed Kless, Ron Baker, Scaling New Heights, ProConnect Tax Online, Intuit Tax Council, Xero