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