The CFO Project

How to Offer Tax Advisory Services


Listen Later

Ready to liberate yourself from the accountant's trap? Join host Adam Lean in a riveting episode where he sits down with the remarkable Jackie Meyer, founder of TaxPlanIQ. Get ready to explore the revolutionary world of tax advisory services that can catapult your accounting practice to new heights of value and profitability.

Discover the game-changing potential of offering tax advisory services and why it's the future of modern accounting. Gain insights from Jackie's visionary ROI method of tax planning that can supercharge your revenue and client satisfaction.

Dive into the fusion of accounting and AI as Jackie shares a sneak peek into her AI assistant, 'Jane,' powered by GPT-4. Get a glimpse of how AI can augment your advisory services, enhance efficiency, and elevate client interactions.

Don't miss this enlightening conversation that's poised to reshape the trajectory of your accounting journey. Tune in now and unearth the secrets of escaping the accountant's trap while embracing the dynamic future of the accounting profession.

Learn More About The CFO Project:
https://thecfoproject.com/

Visit Katie's Website:
https://www.jackiemeyercpa.com

...more
View all episodesView all episodes
Download on the App Store

The CFO ProjectBy Adam Lean

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like The CFO Project

View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

75 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

86 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

338 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

45 Listeners

Build to Enough by Little Fish Accounting

Build to Enough

49 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

29 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

244 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) by Alyssa Lang

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

95 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

25 Listeners

The CFO Report by Michael King

The CFO Report

29 Listeners

Consultants and Money by Erica Goode

Consultants and Money

58 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,850 Listeners

The Catechism in a Year (with Fr. Mike Schmitz) by Ascension

The Catechism in a Year (with Fr. Mike Schmitz)

11,119 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

40 Listeners