The Power of Asking for Help to Build a Successful Business

Sep 12, 2023

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In this episode, we have the pleasure of hosting the remarkable Jackie Meyer, a visionary tax strategist and the founder of a highly successful tax advisory firm. Jackie's journey from a traditional approach to a trailblazing entrepreneur will inspire and motivate you to create the business of your dreams.

We dive into Jackie's transformative experiences. From seeking guidance from a business coach to developing unique packages for high-net-worth entrepreneurs, Jackie set out on a path that quadrupled her firm's revenue and allowed her to focus on clients who align with her vision.

But it doesn't stop there. Jackie shares her strategies for reducing work hours and embracing a flexible lifestyle, all while creating an entirely virtual and paperless business long before the COVID-19 pandemic. She also reveals how a life-changing event compelled her to prioritize family and the importance of building a business that supports personal values.

Throughout this episode, you'll discover Jackie's philosophy on the power of trust and empowerment, not only in her own business but also in the entrepreneurial community at large. She encourages listeners to lean on the vast resources available and seek support from fellow entrepreneurs. Jackie's insights will leave you inspired to make proactive decisions and take action, rather than waiting for circumstances to force your hand.

So, grab your headphones and prepare for an insightful conversation with Jackie Meyer as we explore her journey of transforming her business, overcoming challenges, and leaving a lasting impact on the accounting industry.

This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.

Empowering Moments

00:19 Jackie Meyer - CPA turned tax planning entrepreneur.

04:26 Born in Austin, raised in College Station. Attended A&M, then moved to DFW for undergrad and further studies in Virginia Beach.

08:43 Contentious work environment leads to termination.

10:14 Traditional tax planner finds success with niche clients.

15:48 Health problems led to life-altering changes.

16:42 Entrepreneurs often procrastinate, but eventually make necessary decisions to avoid regret and struggles. Trust and empower others for better outcomes.

23:15 Courage leads to success in entrepreneurship.

26:09 Sister's accident changed my perspective on work.

29:29 Impressive growth story of Greg O'Brien at Go CPAs.

33:22 Resources and support are available for entrepreneurs.

37:38 Transition from doing business to building business.

38:36 Transition to entrepreneurship brings multiple challenges (7 words)

Running a business doesn’t have to run your life.

Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.

Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success

Our clients enjoy a proactive partnership with us. Schedule a consultation with us today.

Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.

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