00:06:27 TaxPlanIQ's Read.ai meeting notes: Amy, Asif, Desiree, Jackie, Jesse, Madeline, Omolara, and hope added TaxPlanIQ's Read.ai meeting notes to the meeting. Read provides AI generated meeting summaries to make meetings more effective and efficient. View our Privacy Policy at https://www.read.ai/pp Type "read stop" to disable, or "opt out" to delete meeting data. 00:06:49 Fireflies.ai Notetaker Miriam: Miriam invited Fireflies.ai here to record & take notes. View Security & Privacy info: https://fireflies.ai/policy Type: '/ff leave' - Remove Fireflies View Realtime notes here: https://app.fireflies.ai/live/01K6GS2X3AWJ3WCS85ADK90032?ref=live_chat 00:07:46 Snoopy is Taking Notes: Hello everyone! I'm so glad to be here with you today. I'll be quietly helping out with recording and taking notes so you can focus on what matters most - your great ideas and collaboration. Looking forward to supporting your meeting! 00:08:45 Lauren Kinser Cordon: Welcome everyone, thank you for joining us today! 00:10:04 Gary Watts: Woke up on the right side of the grass. 00:10:09 Stephanie T. Mepouyi: Reacted to "Woke up on the right..." with šŸ˜‚ 00:10:15 robert king: Reacted to "Woke up on the right..." with šŸ˜‚ 00:10:56 Sarah Schariest: Reacted to "Woke up on the right..." with šŸ˜‚ 00:11:02 Courtney Holness: Reacted to "Woke up on the right..." with šŸ˜‚ 00:11:09 Stephanie T. Mepouyi: Feeling better today after 2 days being a bit sick. Meeting with client this afternoon to present quote 00:11:16 Sarah Schariest: Reacted to "Feeling better today..." with šŸ‘ 00:11:49 Lauren Kinser Cordon: I've learned the trick to keeping kids off my computer is having 80% of the letters missing on the keyboard. That's my typing tip. 00:12:06 Stephanie T. Mepouyi: Reacted to "I've learned the tri..." with šŸ˜‚ 00:12:11 Bobbi Wipperling: Reacted to "I've learned the tri..." with šŸ˜‚ 00:12:14 Bobbi Wipperling: Reacted to "Woke up on the right..." with šŸ˜‚ 00:12:22 Bobbi Wipperling: Reacted to "Feeling better today..." with ā¤ļø 00:13:16 Lauren Kinser Cordon: Reacted to "Feeling better today..." with ā¤ļø 00:14:22 Jackie Meyer: https://scaling.com/scalingstories 00:14:57 Gary Watts: Reacted to "https://scaling.com/..." with šŸ‘šŸ» 00:14:57 Carol Bahou: Reacted to "I've learned the tri..." with šŸ˜‚ 00:15:01 Kemdi Okparaocha: I reached out to about 5 of my existing clients. Let them know I could help them save 10s of thousands. But they all seem to have developed cold feet. Some are not even responding anymore to emails after initially sounding excited about the potential savings. So I need help with my marketing part 00:15:06 Carol Bahou: Reacted to "Feeling better today..." with šŸ‘ 00:16:28 Bobbi Wipperling: Replying to "I reached out to abo..." We'll have Jackie broadly address this, but I also want to encourage you to schedule a Growth Consult, so we can dive in deeper! 00:16:57 Kemdi Okparaocha: Reacted to "We'll have Jackie br..." with šŸ‘ 00:18:43 Bobbi Wipperling: We so enjoy working with you Courtney! Your warmth is contagious! 00:19:20 Scott Edmiston: Please remind me where to find the scripts in TPIQ 00:19:21 Scott Edmiston: ? 00:20:11 Jesse Gleaton: Reacted to "We so enjoy working ..." with šŸ’Æ 00:21:06 Courtney Holness: Reacted to "We so enjoy working ..." with ā¤ļø 00:21:10 Jackie Meyer: https://www.taxplaniq.com/10-day-challenge-day-8 00:21:58 Bobbi Wipperling: Reacted to "https://www.taxplani..." with šŸ‘šŸ» 00:22:02 Bobbi Wipperling: Reacted to "Please remind me whe..." with šŸ‘šŸ» 00:22:13 Scott Edmiston: thank you, J!! 00:24:21 Scott Edmiston: Courtney! For the win! 00:24:28 Bobbi Wipperling: Reacted to "Courtney! For the w..." with šŸ‘šŸ» 00:27:09 Courtney Holness: Replying to "We so enjoy working ..." Aww! Thank you Bobbi! I love working with you guys too ā¤ļø 00:30:53 Courtney Holness: Reacted to "Courtney! For the w..." with ā¤ļø 00:31:06 Courtney Holness: Replying to "Courtney! For the w..." thank you! 00:32:19 Bobbi Wipperling: Reacted to "Aww! Thank you Bobb..." with ā¤ļø 00:32:19 Gary Watts: Yes, clients would like to know the potential $ needed for any given strategy. 00:32:35 Bobbi Wipperling: Reacted to "Yes, clients would l..." with šŸ‘šŸ» 00:42:01 Alicia Matayoshi: YES!!! 00:42:11 Stephanie T. Mepouyi: Yes definitely! 00:45:36 Bobbi Wipperling: Not frail, Jackie šŸ˜‚ 00:45:58 Gary Watts: Some of guys need all the help we can get too. šŸ™‚ 00:46:04 Jesse Gleaton: Which do you find is more important, the implementation cost, or the monthly amount (if applicable) going forward? And when combine other services if you will do them (ex. bookkeeping, sales tax, etc). I think those need to be separate proposals, I generally include tax prep and meetings and projections, which is what I see TPIQ normally doing with the proposals. 00:46:17 Bobbi Wipperling: The lip tint is life changing for those of us who have ghostly skin color lol 00:46:27 Courtney Holness: Reacted to "The lip tint is life..." with ā¤ļø 00:46:53 Bobbi Wipperling: Reacted to "Some of guys need al..." with šŸ˜‚ 00:46:57 Courtney Holness: Reacted to "Some of guys need al..." with šŸ˜‚ 00:47:51 Carol Bahou: Reacted to "Courtney! For the w..." with ā¤ļø 00:47:55 Carol Bahou: Replying to "Courtney! For the w..." great job courtney! 00:50:17 Scott Edmiston: Jackie, this type of interpersonal advice is GOLD. Thank you. 00:50:19 Jesse Gleaton: (no biggee if no time for this)When it comes to services and three 3 tiered options and proposals, I know Jackie had the three tiers on a website years ago, but that link is no longer active (I have a picture though). Is there anything different with the pricing you recommend we do when we post on our website now? I'm asking because we are finalizing the three options we show on our website. 00:50:44 Bobbi Wipperling: Reacted to "Jackie, this type of..." with ā¤ļø 00:51:06 Courtney Holness: Reacted to "great job courtney!" with ā¤ļø 00:51:13 Don ODell: how long will we have access to the replays and all the training after today? will it be in the growth member area? 00:51:16 Bobbi Wipperling: Replying to "(no biggee if no tim..." No change - just changes to our website! It's now under the Help section -> Getting Started https://meyertax-8719651.hs-sites.com/en/knowledge/how-to-sell-tax-planning-packages 00:51:18 Courtney Holness: Replying to "Courtney! For the w..." Thanks Carol! 00:51:30 Stephanie T. Mepouyi: Reacted to "Courtney! For the w..." with ā¤ļø 00:51:33 Dolores sheets: I find calls are better than emails 00:51:47 Gary Watts: I think that most people appreciate gentle persistence. They're busy. 00:51:59 Stephanie T. Mepouyi: Maybe try calling? 00:52:01 Lauren Kinser Cordon: Replying to "how long will we hav..." Hi Don, you will for sure have access to the materials until the end of the month (Oct) 00:52:12 Bobbi Wipperling: Replying to "how long will we hav..." You can access here https://www.taxplaniq.com/10-day-challenge-home-sept-2025 00:52:17 Bobbi Wipperling: Reacted to "Maybe try calling?" with šŸ‘šŸ» 00:52:17 Gary Watts: They'll call you on April 14th. 00:52:23 Bobbi Wipperling: Reacted to "I think that most pe..." with ā¤ļø 00:52:26 Bobbi Wipperling: Reacted to "I find calls are bet..." with šŸ‘šŸ» 00:52:30 Bobbi Wipperling: Reacted to "They'll call you on ..." with šŸ˜‚ 00:52:44 Bobbi Wipperling: Replying to "They'll call you on ..." šŸ’Æ 00:53:20 Stephanie T. Mepouyi: Reacted to "They'll call you on ..." with šŸ˜‚ 00:53:46 Don ODell: Replying to "how long will we hav..." could we pay ro have access longer> 00:54:15 Kemdi Okparaocha: Reacted to "Maybe try calling?" with šŸ‘ 00:54:21 Kemdi Okparaocha: Reacted to "I think that most pe..." with šŸ‘ 00:54:36 Kemdi Okparaocha: Reacted to "I find calls are bet..." with šŸ‘ 00:54:52 Carol Bahou: that's a great question Jesse! 00:55:02 Lauren Kinser Cordon: Replying to "how long will we hav..." Hi Don, I have noted that having access longer would be appreciated and I am sure we can do that. 00:55:52 Bobbi Wipperling: Replying to "Which do you find is..." To answer the second part, Meyer Tax did separate proposals for bookkeeping and payroll. We did that at my prior firm as well. I agree with separate proposals but lump in tax planning (projections) into one 00:56:23 Don ODell: Replying to "how long will we hav..." thanks i have the 15th deadline then family functions after 15th so having access longer would help me 00:56:40 Bobbi Wipperling: Reacted to "thanks i have the 15..." with ā¤ļø 00:57:39 Jesse Gleaton: Reacted to "No change - just cha..." with ā¤ļø 00:58:58 Jesse Gleaton: Replying to "(no biggee if no tim..." This is amazing! Wish I had asked this before, haha. I just recreated something similar last week. Getting close to finishing our website. 00:59:08 Bobbi Wipperling: Reacted to "This is amazing! Wis..." with ā¤ļø 01:00:06 Jesse Gleaton: Reacted to "that's a great quest..." with šŸ‘ 01:01:09 Bobbi Wipperling: Glad to have you for another year @Don ODell! 01:01:45 Courtney Holness: Congrats Don! 01:02:06 Courtney Holness: Congrats Stephanie! 01:02:14 Courtney Holness: Congrats Scott! 01:02:15 Stephanie T. Mepouyi: Reacted to "Congrats Stephanie!" with ā¤ļø 01:02:20 Jesse Gleaton: on the topic of keyboards making too much noise, while Iā€™m typing away no one knows; this is a great quiet bluetooth keyboard I bought last year - https://www.amazon.com/dp/B07XD3VS62?ref_=ppx_hzod_title_dt_b_fed_asin_title_0_0 01:02:31 Lauren Kinser Cordon: lauren@taxplaniq.com 01:02:48 Courtney Holness: Replying to "on the topic of keyb..." Thanks for sharing Jesse! 01:02:55 Jesse Gleaton: Reacted to "Thanks for sharing J..." with šŸ‘ 01:02:57 Stephanie T. Mepouyi: Reacted to "on the topic of keyb..." with šŸ‘ 01:03:01 Courtney Holness: Reacted to "on the topic of keyb..." with ā¤ļø 01:03:03 Bobbi Wipperling: Reacted to "on the topic of keyb..." with šŸ‘šŸ» 01:04:08 Kemdi Okparaocha: Thank you! 01:05:03 Courtney Holness: Thank you guys so much!! 01:05:11 Lauren Kinser Cordon: Thank you all for joining us today. We truly appreciate your time and participation in the session. As a quick reminder, please be sure to complete the post-event survey. Your feedback is important to us, and it also ensures we have your correct Please complete emailed survey 01:05:13 Stephanie T. Mepouyi: Thanks everyone!!!