The Unique CPA

The ROI of Wellbeing


Listen Later

About a decade ago, Dr. Jackie Meyer hit a wall of exhaustion running her CPA firm, but she refused to hide behind the industry's mask of perfection. Diagnosed with chronic fatigue and juggling motherhood and her work responsibilities, she began to question the relentless pace and the culture of stoicism that define the profession. On her return to The Unique CPA for Episode 239, she explains that instead of retreating, she transformed her struggle into a mission: she built TaxPlanIQ, a platform that lets accountants reclaim their time and sanity, and developed the ROI Method, a value pricing formula now championed by the AICPA. Since then, she's completed her doctorate in leadership and written a forthcoming book, The Balanced Millionaire. Jackie's journey, from iron infusions and late-night epiphanies to a much healthier, sustainable pace now, offers a candid look at what it takes to change not just a career, but an entire profession.

Get the full show notes and more resources at TheUniqueCPA.com

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

The Unique CPABy Randy Crabtree, CPA

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

23 ratings


More shows like The Unique CPA

View all
Accounting Today Podcast by Accounting Today

Accounting Today Podcast

73 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

109 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

337 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

255 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

440 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

45 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

89 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,911 Listeners

BiggerPockets Daily by BiggerPockets

BiggerPockets Daily

324 Listeners

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

Earmark Podcast | Earn Free Accounting CPE

29 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

43 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

59 Listeners

UnAccountable! by UnAccountable

UnAccountable!

29 Listeners

Who's Really the BOSS? by Marcus Dillon, Rachel Dillon

Who's Really the BOSS?

11 Listeners