2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
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2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer
CFO Chronicles: The Secrets Behind Success
25 minutes
3 months ago
Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer
She sold her firm for 7 figures with just 56 clients. Here's how she did it. Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the proactive accounting movement, is done watching firms burn out and undercharge. In this episode, she breaks down: • The ROI method that turns tax advice into a 5-figure service • How to quote tax planning with confidence (even if you hate sales) • What’s killing firms from the inside and how she rebuilt hers • Why advisory isn’t just a servic...
CFO Chronicles: The Secrets Behind Success
2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
