Blog

Thoughts, ideas, and insights

Explore our latest thinking, trends, and perspectives on the topics that matter most.

5 minute read

Value Pricing in Accounting (And Why It's Important)

As an accountant, you are in a unique position to help your clients maximize their opportunities for tax savings. By understanding the various tax credits and programs available, y…

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5 minute read

How to Demonstrate Your Value to Clients

You know as well as anyone that building a client’s tax plan isn’t always an easy task. Then, once the plan is built presenting your value becomes an even greater challenge.

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3 minute read

Using TaxPlanIQ as a Team

TaxPlanIQ is the perfect tool for accountants to demonstrate their value to their clients. It allows you to build a comprehensive tax plan in an easy-to-understand format. However,…

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8 minute read

How TaxPlanIQ Leads to Clarity in Client Advisory

Without the proper tool, tax planning can be complex and difficult. TaxPlanIQ is the perfect tool for accountants looking to help their clients build out a tax plan. It can help yo…

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6 minute read

Section 139 Disaster relief

If you’re unfamiliar with Section 139 Disaster Relief, you’re in the right place. In this post, we recap a recent presentation from Jackie Meyer with everything you need to know.

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4 minute read

The Heart and Soul Behind TaxPlanIQ

Meet Jackie Meyer. She’s the Founder and CEO of Meyer Tax Consulting—a boutique CPA firm, the Concierge Accountant Coaching Program, and TaxPlanIQ. Part of what she does is teach a…

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5 minute read

Potential Client Process for Value Pricing

Now that you’ve seen the benefits and transformative potential that implementing value pricing can have for your firm, it’s time to take the first steps.

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