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in “the balanced millionaire,” jackie meyer empowers accountants — and the taxpayers they serve

the new step-by-step guide to turning the stress of tax season into financial opportunity—for both professionals and the public.

from 卡塔尔世界杯常规比赛时间

in an era when accountants and tax advisors play a crucial role in helping millions of americans navigate complex tax laws, the new “balanced millionaire” handbook by dr. jackie meyer, cpa, offers a new approach to the profession—one that benefits not only practitioners but also taxpayers seeking smarter, more transparent, and more personalized service.

“the balanced millionaire: advisor edition“

now available exclusively from 卡塔尔世界杯常规比赛时间.

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dr. meyer, a nationally recognized cpa and founder of taxplaniq, has trained thousands of practitioners in value-based advisory methods that have generated millions in client tax savings. her new book is part manifesto, part manual—a call for an industry transformation that benefits every taxpayer.

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mergers & acquisitions

if you’re thinking merger, you need data

seventeen data points you should exchange.

by marc rosenberg
cpa firm mergers: your complete guide

i have always been a big believer in the buyer and seller exchanging financial and operating information as early in the process as possible. numbers aren’t everything, but they do speak volumes. the data enables each firm to gain an understanding of the other in a manner that is not always possible in conversation.

the data is also a good way to corroborate things that are said verbally.

more by marc rosenberg
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here are some examples:

  • in conversation, the buyer says his realization percentage is “strong.” but the data show 82 percent, for which the word “strong” would never be used.

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marketing & sales

are you waiting for business to come to you?

hand using key to unlock door

practice makes perfect.

by martin bissett
business development on a budget

have you noticed all of those titles in the local bookstore or at the airport offering us the “key” to this and the “key” to that, the “six keys” to one thing, and the “four keys” to another?

more by martin bissett
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it also seems that every book is a “game-changer” now, to the point where it is difficult to understand what the game is anymore, never mind how to play it.
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audit & assurance

vanover: 5-star firms don’t bill by the hour | the disruptors

measuring impact—not hours—creates happier teams, better clients, and a stronger profession.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by tax season readiness: practical steps for a smoother busy season  | see today’s special offer

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is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure.

the disruptors
with liz farr

what will it take to kill the billable hour? chris vanover, founder of cpaclub, believes it’s not only “outdated and archaic,” but that today’s age of ai and automation “is a recipe for the death of the billable hour.”    

more streaming: kless: profit is a result. flourishing is the purpose | whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

cpaclub, formerly auditclub, operates under a different model. as hervochon explained in his first appearance on the disruptors, cpaclub operates as a subscription service, where pass holders have access on a monthly or annual basis to a team of highly skilled auditors and accountants. this innovative business model undoubtedly contributed to the firm’s recognition as calcpa’s firm of the year for 2025.  

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