🏆 OFFICIAL AICPA LAUNCH: The ROI Method™ For Exponentially Growing Firm Revenue
Get the exact solution being released to 695,000 AICPA members—available here first.
The Future of ROI Advisory Starts Here
Download the trusted worksheet thousands of firms are already using to price and prove their tax planning value.

Built by an award-winning CPA.
Compliance-reviewed by the AICPA.
Trusted by thousands of firms.
This is the same worksheet being distributed to AICPA members—designed to help you shift from reactive compliance to profitable, strategic tax planning.
What You’ll Get (Free for a Limited Time)
✅ The ROI Method™ Excel Worksheet
This powerful worksheet produces a ready-to-deliver client proposal—complete with automatically calculated pricing that often lands up to 22x higher than your current fee.
And clients love it—because it’s backed by real, projected ROI.
✅ 8-Minute Walkthrough Video
Watch Dr. Jackie Meyer, CPA walk you through exactly how to use the worksheet with a client—even if you’ve never offered tax advisory before.
💭 Sound familiar?
"I know I should be doing tax planning..."
"I'm not sure if I’m pricing this the right way..."
This is your roadmap.
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P.S. Want to see how this worksheet becomes a full automated tax plan in under 5 minutes?
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