Jackie Meyer: Earn More with Fewer Clients | The Disruptors

Create a win-win with "The ROI Method of Value Pricing."

The Disruptors

With Liz Farr

In 2016, Jackie Meyers needed a change. 

Long hours, health issues, and missing out on her kids’ activities forced her to make a radical change. She leaned into tax advisory and tried a new value pricing methodology, which “tripled to quadrupled revenue for our clientele,” even after selling 60 percent of her clients.

FULL show notes here | MORE PODCASTS and VIDEOS: Jack Flaherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | 

“But the clients were equally happy to pay more, which is crazy.”  Her pricing methodology revolves around a calculator she calls “The ROI Method of Value Pricing.” The AICPA will be sharing her pricing method with members, which Meyers calls “a huge win for the profession.”