Jackie Meyer, CPA, CTC

Creative Ways to Keep Clients FOREVER

December 23, 2019 March 9, 2020 / Jackie Meyer, CPA, CTC

One of the keys to a successful tax practice is client retention, so how do you keep clients? Here are some practical, timely tips from Jackie Meyer, CPA, CTC.

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Practice Management

Staff Performance Metrics in a Small Accounting Firm

January 28, 2019 May 20, 2020 / Jackie Meyer, CPA, CTC

Consider performance-based pay to incentivize your tax staff; Jackie Meyer, CPA, CTC, explains what performance pay is and discusses two case studies.

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Practice Management

3 Ways to Convert Your Staff Into Innovators

May 8, 2018 April 26, 2019 / Jackie Meyer, CPA, CTC

Learn how to assess your current tax firm staff and find ways to make them more innovative. Jackie Meyer, CPA, CTC, explains.

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Tax Law and News

The Year of Patience for Tax Professionals

March 20, 2018 / Jackie Meyer, CPA, CTC

Communicating early to clients about expected tax-reform-related delays can help pros minimize client confusion and give pros more time to focus on tax strategies and education.

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Client Relationships

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

June 9, 2017 May 20, 2019 / Jackie Meyer, CPA, CTC

It’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 …...

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Practice Management

12 Apps to Help Keep You Organized This Tax Season

November 11, 2016 May 7, 2020 / Jackie Meyer, CPA, CTC

While 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...

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Practice Management

Things Successful Tax Pros Do Before Noon

September 28, 2015 March 5, 2019 / Jackie Meyer, CPA, CTC

Studies 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...

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Tax Law and News

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

September 21, 2015 March 6, 2018 / Jackie Meyer, CPA, CTC

Dining 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...

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Practice Management

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

August 21, 2015 October 19, 2017 / Jackie Meyer, CPA, CTC

Whether 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...

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