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Jackie Meyer: Earn More with Fewer Clients | The Disruptors

Author
CPA Trendlines
Published
Tue 17 Dec 2024
Episode Link
https://www.podomatic.com/podcasts/cpatrendlines/episodes/2024-12-17T05_48_41-08_00

Create a win-win with "The ROI Method of Value Pricing."The DisruptorsWith Liz FarrIn 2016, Jackie Meyers needed a change. Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her clients. FULL show notes here | MORE PODCASTS and VIDEOS: Jack Flaherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | “But the clients were equally happy to pay more, which is crazy.”  Her pricing methodology revolves around a calculator she calls “The ROI Method of Value Pricing.” The AICPA will be sharing her pricing method with members, which Meyers calls “a huge win for the profession.” 

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