The Balanced Millionaire: Advisor Edition By Jackie Meyer
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Oliver Buchannon
Jackie Meyer

Author, serial entrepreneur @ TaxPlanIQ & ROI Method creator helping 1 million Entrepreneurs find balance

4-Hour Friday: You're charging $300 an hour. You're taking home $40.

May 8, 2026

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1 min read

4-Hour Friday: You're charging $300 an hour. You're taking home $40.

That was me. The math was right there the whole time and I kept not looking at it.

Jackie Meyer
Jackie Meyer
4-Hour Friday: "I can't delegate." Sound familiar?

May 1, 2026

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1 min read

4-Hour Friday: "I can't delegate." Sound familiar?

She said it. I felt it too. Yeah, we went there.

Jackie Meyer
Jackie Meyer
4-Hour Friday: Price yourself out of burnout

Apr 24, 2026

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2 min read

4-Hour Friday: Price yourself out of burnout

Your rates are making you tired.

Jackie Meyer
Jackie Meyer
4-Hour Friday: What I said no to this month

Apr 17, 2026

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2 min read

4-Hour Friday: What I said no to this month

Yes, I said no. Here's why.

Jackie Meyer
Jackie Meyer
4-Hour Friday Pro Tip: Cancel one recurring meeting this week.

Apr 3, 2026

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2 min read

4-Hour Friday Pro Tip: Cancel one recurring meeting this week.

Your calendar is lying to you.

Jackie Meyer
Jackie Meyer
Fire one client this week. -- 4-Hour Fridays

Mar 27, 2026

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3 min read

Fire one client this week. -- 4-Hour Fridays

Yes, we're really going there this week.

Jackie Meyer
Jackie Meyer
Something's different about this Friday

Mar 20, 2026

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2 min read

Something's different about this Friday

We need to talk about your workload.

Jackie Meyer
Jackie Meyer
Hey — Chapter 13 is here: Your Balanced Millionaire Journey Begins Now

Mar 13, 2026

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10 min read

Hey — Chapter 13 is here: Your Balanced Millionaire Journey Begins Now

You’ve walked through pricing, packaging, systems, team, tech, time, and SHiFT — and now it’s time to turn all of it into action.Chapter 13 is your “bring it all together” roadmap: where advisory is headed, the biggest pitfalls that trip advisors up, and the simple weekly wins that create massive momentum. One hour a week. One chapter at a time. Twelve weeks from now, y'alls practice can look and feel completely different.Let’s go.

Jackie Meyer
Jackie Meyer
Hey — Chapter 12 is here: The Balanced Millionaire

Mar 6, 2026

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25 min read

Hey — Chapter 12 is here: The Balanced Millionaire

What if real wealth wasn’t just financial?In Chapter 12, I'll go deep into the SHiFT Framework — Social, Health, Financial, and Time — and shows how true freedom comes from strengthening all four pillars, not just y'alls bank account.Y'all learn how to score your holistic wealth, identify your weakest pillar, and create small, intentional shifts that compound into a life that feels rich in every sense of the word.This is where success becomes sustainable.

Jackie Meyer
Jackie Meyer
Hey — Chapter 9 is here: Building Your Dream Team

Mar 6, 2026

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20 min read

Hey — Chapter 9 is here: Building Your Dream Team

Scaling an advisory practice isn’t just about efficiency — it’s about building a team you can truly trust.In Chapter 9, Jackie shares the personal turning point that forced her to stop doing everything alone, along with the hiring and delegation strategies that helped her grow TaxPlanIQ into a team of 20+.Y'all learn how to identify the right first hire, interview for values, test for real skills, and delegate in a way that creates freedom, leverage, and long-term sustainability.

Jackie Meyer
Jackie Meyer
Here’s Your Chapter 8: Tech Stack Mastery

Mar 5, 2026

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16 min read

Here’s Your Chapter 8: Tech Stack Mastery

In this chapter, we break down how to build a tech stack that actually works — one that saves time, scales your firm, and elevates your client experience. You’ll learn which tools matter most, how to make them work together, and how AI can amplify (not replace) your expertise so you can grow without burning out. Enjoy, and let me know what y'all think!

Jackie Meyer
Jackie Meyer
Your Chapter 6 Is Here: Tiered Packages That Sell Themselves 📦

Mar 5, 2026

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11 min read

Your Chapter 6 Is Here: Tiered Packages That Sell Themselves 📦

Happy New Year, budding millionaires! I hope y'all had an amazing celebration. If you’re tired of custom quotes, scope creep, and “It depends...” conversations, this chapter is your escape hatch into 2026. Today we’re breaking down how to build tiered client tax packages that make your value obvious, your pricing predictable, and your delivery easier to scale — with a built-in upgrade path.Ready to grab the full book? It's here! CPA.Click/Jackie

Jackie Meyer
Jackie Meyer
Chapter 5, Part 2: From ROI to the Close

Mar 5, 2026

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23 min read

Chapter 5, Part 2: From ROI to the Close

In Part 2, we put the ROI Method into action — showing you how to estimate value, apply CURB, price confidently, and present proposals that align fees with real client outcomes.

Jackie Meyer
Jackie Meyer
Chapter 5 Just Dropped: Mastering the ROI Method💰

Mar 5, 2026

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10 min read

Chapter 5 Just Dropped: Mastering the ROI Method💰

Hi again — today’s chapter is a big one.If Chapter 4 was about shifting from compliance to advisory, Chapter 5 is about getting paid like an advisor, not an hourly worker.In this chapter, we’ll walk through the ROI Method — a simple, ethical framework for pricing based on the real financial impact you create for clients, using the CURB factors (Complexity, Urgency, Risk, Benefits).This is where you stop trading time for money and start pricing for results, transformation, and true advisory value.

Jackie Meyer
Jackie Meyer
Your Chapter 4 Is Here - Let’s Shift Into Advisory Mode 🚀

Mar 5, 2026

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20 min read

Your Chapter 4 Is Here - Let’s Shift Into Advisory Mode 🚀

Chapter 4 just dropped! This is where your practice starts to evolve: from form-filling and deadlines to strategy, leadership, and real impact. Get ready to explore why advisory work creates more value, deeper relationships, and a business model you can scale without burning out.

Jackie Meyer
Jackie Meyer
Hey There, Here’s Your Chapter 3 📘

Mar 5, 2026

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18 min read

Hey There, Here’s Your Chapter 3 📘

i again! I’m so excited to share Chapter 3 with you today from The Balanced Millionaire: Advisor Edition. This one is all about niching up, finding clarity, and discovering the clients who energize you (not drain you). Let’s dig into how defining your Ideal Client Profile can transform your practice, and your peace.

Jackie Meyer
Jackie Meyer
Chapter 7: Systems That Scale (Without Burning You Out)

Mar 5, 2026

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23 min read

Chapter 7: Systems That Scale (Without Burning You Out)

f you want more freedom, you need stronger systems. In Chapter 7, we’re breaking down the operational upgrades that turn a chaotic firm into a repeatable, scalable advisory machine: from modern onboarding to templates, automation, and building a real knowledge base.✅ Includes: Priority Codes + New Client Flight Plan you can copy and paste today.Print book: Get 33% off with code JACKIE33 → https://cpa.click/jackie

Jackie Meyer
Jackie Meyer
Happy Thanksgiving, Here's Your Chapter 2!

Mar 5, 2026

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14 min read

Happy Thanksgiving, Here's Your Chapter 2!

Hi again, it’s Jackie Meyer, CPA — thanks for being part of this early journey through The Balanced Millionaire: Advisor Edition. In Chapter 1, we looked at what happens when life throws you completely off balance. Now, in Chapter 2, I want to show you how I started rebuilding — one mindset, one system, one choice at a time.If you’ve ever felt like you were starting from scratch, this chapter is for you.Wishing you and yours a very happy thanksgiving and holiday season. I wish I could say the book is out but I’m still waiting for the publish date. And you’ll be the first to know :) PS reply to my email or comment for any cheatsheets, charts, etc I may reference here!! There’s even a free ChatGPT companion that will do the action items for you!

Jackie Meyer
Jackie Meyer
Hey — Chapter 10 is here: Reclaiming Your Hours

Mar 5, 2026

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17 min read

Hey — Chapter 10 is here: Reclaiming Your Hours

Time is the one resource y'all never get back — and most advisors lose it in email, interruptions, and reactive days.In Chapter 10, I break it down to y'all about practical time management strategies that actually work in real life: time-blocking, batching, theme days, timeboxing, and protecting your calendar like it’s a client meeting.This chapter will help y'all stop drowning in busywork, reclaim your focus, and design a schedule that supports both your firm and your life.

Jackie Meyer
Jackie Meyer
Hey, Your Exclusive First Chapter is Here!

Mar 5, 2026

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18 min read

Hey, Your Exclusive First Chapter is Here!

Hi, I’m Dr. Jackie Meyer, CPA, and I'm the founder of TaxPlanIQ and author of The Balanced Millionaire: Advisor Edition. If you joined the waitlist a while back, welcome back! Today, I’m thrilled to finally share Chapter 1 of the book with you - a peek into how redefining balance transformed my business, leadership, and life. Hope you enjoy reading this!

Jackie Meyer
Jackie Meyer
Hey — Chapter 11 is here: Exit Strategy & Legacy

Feb 25, 2026

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19 min read

Hey — Chapter 11 is here: Exit Strategy & Legacy

Most advisors build a firm to grow — but very few build one that can survive without them.In Chapter 11, I break things down why exit planning isn’t about quitting. It’s about freedom, flexibility, and making sure your business becomes a true asset (not a job y'all can never leave).You’ll learn the different exit options, what makes a firm more valuable, how to prepare for succession starting now, and how to build a legacy that protects your clients, your team, and your family.

Jackie Meyer
Jackie Meyer

Hello… 👋 I’m Jackie.

If you’d like updates on new projects and posts, just pop your email below and I’ll send them straight to your inbox.

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