Episode 17: How to Offer Tax Advisory Services
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Episode 17
How to Offer Tax Advisory Services
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September 28th
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 Watch the full episode 
Ready to liberate yourself from the accountant's trap? Join host Adam Lean in a riveting episode where he sits down with the remarkable Jackie Meyer, founder of TaxPlanIQ. Get ready to explore the revolutionary world of tax advisory services that can catapult your accounting practice to new heights of value and profitability.

In this episode...

  • Discover the game-changing potential of offering tax advisory services and why it's the future of modern accounting.
  • Gain insights from Jackie's visionary ROI method of tax planning that can supercharge your revenue and client satisfaction.
  • Dive into the fusion of accounting and AI as Jackie shares a sneak peek into her AI assistant, 'Jaine,' powered by GPT-4.
  • Get a glimpse of how AI can augment your advisory services, enhance efficiency, and elevate client interactions.

Don't miss this enlightening conversation that's poised to reshape the trajectory of your accounting journey. Tune in now and unearth the secrets of escaping the accountant's trap while embracing the dynamic future of the accounting profession.

Visit Jackie's Website: https://www.jackiemeyercpa.com
 Highlights from this episode 
Qualifications for Tax Advisory Services
How AI Will Impact The Accounting Profession
You might be interested in this clip from Episode 15
Learn more about The CFO Project
Next FREE training on How to Start a CFO Service so you can grow your practice
Thursday, September 28th
at 3p ET | 12p PT

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