the balanced millionaire: advisor edition

what you receive with your purchase

1. premium coil-bound workbook designed for implementation
2. instant e-book access at checkout
3. free a.i. book coach/chatbot access at jackie.cpa to walk you through every action item and template
4. invitation to a complimentary cpe workshop hosted by dr. jackie meyer.

“this is the first book to show you how to use chatgpt and ai to implement every single piece faster, stronger, and easier.”

the authoritative guide to sustainable leadership

the accounting and advisory world is evolving faster than ever. the balanced millionaire provides a complete model to align profit with purpose, giving professionals the mindset, tools, and systems to scale sustainably.

at its core, this handbook teaches that success is not measured by hours worked but by impact created. whether you’re launching advisory for the first time or refining an existing service line, this is the blueprint for predictable profit, at the highest margin, with personal balance.

key takeaways

mindset and meaning

• shift from hustle to values-driven leadership

• define success metrics beyond revenue

• use the shift framework (social, health, financial, time) to calculate your return on i – your return on you as an individual

 

systems and structure

• productize services with tiered packages

• implement the roi method for pricing by outcomes

• use onboarding templates, darb priorities, and automation to reclaim time

 

financial freedom and focus

• quote engagements with curb and measurable roi

• grow margins while delivering transformation

• build a firm that fuels life, not the other way around

 

resilience and renewal

• time-block and design your ideal week

• protect deep work and personal time

• sustain energy through balance and boundaries

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what’s inside

each chapter gives practical, measurable steps to build, price, and scale advisory services while reclaiming your time.

introduction: the crossroads of advisory – the shift from compliance to advisory and the role of ai

1. the accidental entrepreneur – a new path to impact and profit

2. defining your vision – vision, values, and 90-day goals

3. niche down to scale up – identify your ideal clients and one-line ask

4. from compliance to advisory – practical steps to lead with strategy

5. mastering the roi method – price for measurable value

6. crafting tiered packages – clarity, control, and scalability

7. systems and processes – onboarding and automation

8. tech stack mastery – leverage modern tools and ai wisely

9. building your dream team – hire, train, and delegate

10. time management and productivity – regain as many hours as you want each week

11. exit strategy and legacy – build transferable equity

12. the balanced millionaire: shift framework – measure and raise your roi

13. bringing it all together – your 12-week plan to become a balanced millionaire for advisors

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why now

advisory demand is surging while compliance commoditizes. clients expect proactive planning and clear benefits. ai and automation reward strategic firms that move now. whether you’re building from zero or refining a mature practice, this book is your advantage.

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early praise for ‘the balanced millionaire’

“the handbook you now hold is both timely and timeless. it speaks to the enduring challenge that business leaders, wealth-builders, and professionals face: how to reconcile ambition with meaning, accumulation with contribution, and success with coherence.”

— ron baker and ed kless, co-hosts the soul of enterprise; co-founders threshold

“this handbook provides a roadmap to innovate your firm in the age of ai disruption. jackie meyer’s work eliminates the guesswork of success with a step-by-step process to build the firm and the life you have always wanted.”

— amy vetter, cpa, cgma, ceo the b3 method institute

“by implementing every single strategy she teaches in this handbook, i went from a brand-new practice to building a multimillion-dollar business. jackie’s guidance didn’t just change my firm, it changed my life.”

— michelle bustamante, cpa, founder and president, ardent cpa

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top 10 list

key benefits for cpas, tax pros and eas

1. more profit, fewer hours
   learn how to build a million-dollar firm that runs efficiently, freeing you from 60-hour weeks without sacrificing income.

2. transition from compliance to advisory
   shift from reactive tax prep to proactive, high-value advisory services that clients truly appreciate—and will pay more for.

3. smarter, value-based pricing
   use dr. jackie meyer’s roi method™ to charge based on measurable results, not billable hours, creating fairer and more transparent pricing.

4. consistent, scalable growth
   implement tiered service packages and proven systems that make your firm scalable without adding stress or staff overload.

5. automation and ai advantage
   leverage modern tools and ai to streamline workflows, cut busywork, and deliver faster, more accurate results to clients.

6. better client relationships
   deliver measurable roi that clients can see and understand, turning them into loyal advocates instead of one-time transactions.

7. team empowerment
   learn how to hire, train, and delegate effectively—so your firm operates smoothly even when you step away.

8. more time and balance
   regain control of your schedule, design your ideal workweek, and make busy season manageable again.

9. increased firm value
   build a business with transferable systems, recurring revenue, and real equity that’s attractive to future buyers or successors.

10. personal and professional fulfillment
    adopt the shift framework to grow not just financially, but also in health, time, and social well-being—achieving true holistic success.

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about the author

dr. jackie meyer, cpa, is an award-winning firm owner, speaker, and leadership coach. she created the concierge cpa podcast and roi method framework used by firms nationwide and founded taxplaniq, an eight-figure saas for tax advisors. she has trained and mentored thousands of accountants and advisors to grow profitably and sustainably.

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faqs for “the balanced millionaire”

1. what is the main idea behind the balanced millionaire?
it’s about transforming an accounting or advisory firm from burnout-driven compliance work into a profitable, purpose-led advisory practice—using systems, pricing models, and ai to reclaim time and increase client value.

2. what does “the crossroads of advisory” mean?
it describes the profession’s turning point—from traditional tax prep to strategic client advisory services powered by technology and artificial intelligence.

3. what can i learn from “the accidental entrepreneur”?
you’ll see how many professionals become firm owners unintentionally and how to evolve that accidental start into a purposeful, profitable business.

4. what is covered in “defining your vision”?
how to set a clear mission, define values, and establish 90-day goals that align with both financial success and personal freedom.

5. what does “niche down to scale up” teach?
that specialization—not generalization—is the fastest way to grow. you’ll learn how to identify ideal clients and craft a simple “one-line ask” that attracts the right audience.

6. how does “from compliance to advisory” change how firms work?
it lays out step-by-step methods to shift from reactive tax preparation to proactive advisory, so firms deliver strategy and measurable outcomes, not just paperwork.

7. what is “the roi method” and why is it important?
dr. meyer’s roi method™ is a value-pricing system that ties fees directly to the measurable results clients receive—like tax savings, efficiency, or profitability gains.

8. what will i gain from “crafting tiered packages”?
you’ll learn how to design service levels that simplify choices for clients, improve cash flow, and scale profitably without overwork.

9. what’s covered in “systems and processes”?
blueprints for onboarding clients, automating workflows, and building repeatable systems that run without constant owner oversight.

10. how does “tech stack mastery” help modern firms?
it shows how to use the best tools—including ai—to increase accuracy, save time, and improve client communication without overcomplicating operations.

11. what does “building your dream team” focus on?
hiring, training, and delegation strategies that help you build a capable team and free yourself from being the bottleneck in your firm.

12. what will i learn from “time management and productivity”?
practical methods to reclaim hours each week, structure your calendar intentionally, and maintain consistent work-life balance year-round.

13. why is “exit strategy and legacy” included?
it explains how to design your firm so it has transferable equity—so you can eventually sell, scale, or step away while keeping its value intact.

14. what is the shift framework in “the balanced millionaire” chapter?
a holistic model for measuring success in social, health, financial, and time wealth—and raising your return on you (roi), not just return on investment.

15. what happens in “bringing it all together”?
the book concludes with a 12-week action plan that helps you implement the full framework—so you can become a truly balanced millionaire, in business and in life.

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start building the advisory firm you’ve always wanted.

master pricing, packaging, and purpose with a framework that delivers balance and profit.

your path to a 7-figure firm in 4 hours a week starts here.

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more: jackie meyer on 卡塔尔世界杯常规比赛时间 here

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for associations and firm networks: feature a complimentary chapter in your member newsletter or host a one-hour cpe session with dr. meyer. bulk orders and co-branded programs are available through 卡塔尔世界杯常规比赛时间.

isbn: 979-8-9892329-7-0