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Tax Pro Center | Intuit ProConnect > Articles by: Jackie Meyer, CPA, CTC

Jackie Meyer, CPA, CTC

Jackie Meyer, CPA, CTC

Jackie Meyer, CPA, CTC, is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader.

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Practice Management

Staff Performance Metrics in a Small Accounting Firm

January 28, 2019 January 7, 2019 / Jackie Meyer, CPA, CTC
tax firm manager and employeeWhat is Performance-Based Pay? Many tax and accounting firms are converting their staff from hourly rates or salary to commission-based payment systems. Commission is no longer found only in the typical sales environment. Instead, employers of all types are focusing...

Full Story

Practice Management

3 Ways to Convert Your Staff Into Innovators

May 8, 2018 / Jackie Meyer, CPA, CTC
Planning with teamThere are obvious differences between coaches and players on a team; those same differences need to be recognized and appreciated in a tax and accounting firm. The coach comes up with the big ideas, and the players, whether happy about...

Full Story

Tax Law and News

The Year of Patience for Tax Professionals

March 20, 2018 / Jackie Meyer, CPA, CTC
tax professional with clientsWhen Albert Einstein said taxes are the hardest thing in the world (circa 1950), he hadn’t even seen the Tax Cuts & Jobs Act. This is the year of patience, my friends, and the more proactive you are about communicating...

Full Story

Client Relationships

How to Explain a Pricing Increase to Your Clients: ROI Case Study for Tax Professionals

June 9, 2017 / Jackie Meyer, CPA, CTC
PricingIt’s all about the Benjamins. Find and communicate your ROI to your clients, and they will line up to pay you more. Whether you value bill or still charge hourly, open your eyes to the possibilities of pricing changes …...

Full Story

Practice Management

12 Apps to Help Keep You Organized This Tax Season

November 11, 2016 / Jackie Meyer, CPA, CTC
Tax appsWhile picking up my dry cleaning yesterday, the woman behind the counter pointed to my stomach and said, “Whoa!” Being seven months pregnant, I was taken a bit off guard, but then she clarified what she was referring to: She...

Full Story

Practice Management

Things Successful Tax Pros Do Before Noon

September 28, 2015 July 30, 2016 / Jackie Meyer, CPA, CTC
tax deadlineStudies show that your focus and concentration are at their highest level before noon, so take advantage of this peak performance time by being more productive. Here is how I manage my time: 6:30 a.m. Wake up refreshed: I know...

Full Story

Tax Law and News

Business Meals That Are Fully Deductible?! Yes, They Do Exist

September 21, 2015 March 6, 2018 / Jackie Meyer, CPA, CTC
taxes for self-employedDining out on business is nothing new, but accounting for it properly on your taxes can be a hassle. Here is everything you need to know about what meals and specific items qualify for tax deductions, and what rules are...

Full Story

Practice Management

Your Tax Practice: 3 Ways to do Less and Get More Done

August 21, 2015 October 19, 2017 / Jackie Meyer, CPA, CTC
Efficiency leads to performanceWhether we like it or not, there are only so many hours in a day. Every tax professional, just like me, wants to maximize every second of busy season. Efficiency in our practice equates to superior service for our clients...

Full Story



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