In this episode of the podcast, Jeremy and Chris speak with special guest Jackie Meyer (@JackieMeyerCPA on Twitter). Jackie is a tax advisory savant and also the founder of a tax planning software, TaxPlanIQ. The key takeaways from the episode are:
- How to identify ideal clients for your advisory services
- What a profitable tax advisory engagement looks like
- How to set boundaries in your firm and with your clients
- The first tactical step to move yourself from “stuck” to a profitable, manageable firm
- How software can assist in a tax planning engagement
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
