streamline your operations with systems and processes

onboarding, process mapping and more.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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why systems and processes matter

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.

without well-defined systems, even the best strategies will struggle to deliver consistent results and allow you the time freedom you crave.

here’s why they’re crucial for your advisory practice:

posted on june 26, 2025

jackie meyer

about the author

jackie meyer, cpa, ctc, msa, phd, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs.

based in southlake, texas, meyer specializes in tax planning for executives that provides a high return on investment. as a cpa and certified tax coach, she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo.

with her team completely virtual, spanning from texas to hawaii, the firm stays on the cutting edge of technology, working closely with industry leaders on product development. she has served on the intuit proconnect tax council and is a top-rated speaker on small firm best practices.

meyer, a 40 under 40 honoree, is leading the way in coaching and consulting accounting firms on practical and efficient solutions that improve the profession as a whole, from recruitment and retention to the impact of ai. as the former founder of an award-winning cpa firm (2010-2022), she has since founded a saas tax advisory platform, taxplaniq, a member of the aicpa 2023 accelerator cohort. these solutions uniquely position jackie to share insights and best practices that can help transform accounting firms directly. her approach is grounded in the roi method™, which emphasizes a change in pricing modules to better align with client value and addresses the cultural and workaholism tendencies that can lead to burnout and turnover.

meyer speaks to tens of thousands of accountants each year at conferences and custom consulting, offering transformational solutions to help firms thrive in the face of many challenges. she also leads a vibrant facebook group of "accounting firm influencers" who continue these discussions on a daily basis, sharing ideas and driving change in the profession. with jackie's leadership and expertise, the future of the accounting profession is bright and full of opportunity.

she began her career at countrywide while obtaining a bs in finance at ut arlington. after realizing a zeal for taxes, she began working at deloitte while pursuing an msa at southern methodist university. in 2010, she became one of the youngest female cpa firm owners in the dallas-fort worth metro area. meyer works with local nonprofits, like grace family crisis support and the southlake public library.

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