Dr. Jackie Meyer, CPA, founder and president of TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has released a new book, “The Balanced Millionaire: Advisor Edition,” a comprehensive guide designed to help accountants, advisors, and firm leaders build seven-figure practices without burnout by aligning profitability, purpose, and personal well-being.
The book was released shortly before Meyer was named one of CPA Practice Advisor‘s 2025 Most Powerful Women in Accounting, a prestigious honor recognizing women who are shaping the future of the accounting and tax profession through leadership, innovation, and measurable impact.
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“The Balanced Millionaire: Advisor Edition” offers a practical, step-by-step framework for accountants and advisors who want to build profitable advisory firms without burnout. Drawing on her proprietary ROI Method of Value Pricing, Meyer provides an implementation-focused roadmap for professionals seeking to scale advisory services, leverage artificial intelligence responsibly, and reclaim time.
She also reveals how to align financial growth with personal well-being—proving that sustainable success is both achievable and measurable.
Meyer earned her doctorate in strategic leadership in 2024, complementing her master’s degree in accounting and tax with advanced research in organizational transformation and leadership psychology. She is the founder of TaxPlanIQ, Concierge Accountant Coaching, and Meyer Tax Consulting, and is widely recognized for helping professionals build profitable, purpose-driven firms that scale sustainably.
To learn more about Dr. Jackie Meyer, CPA, visit jackie.cpa.
More information about her book can be found here.
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Tags: accountants, Accounting, Advisory, book, Jackie Meyer, TaxPlanIQ
