How to Offer Tax Advisory Services

The CFO Project

Ready to liberate yourself from the accountant's trap? Join host Adam Lean in a riveting episode where he sits down with the remarkable Jackie Meyer, founder of TaxPlanIQ. Get ready to explore the revolutionary world of tax advisory services that can catapult your accounting practice to new heights of value and profitability.
Discover the game-changing potential of offering tax advisory services and why it's the future of modern accounting. Gain insights from Jackie's visionary ROI method of tax planning that can supercharge your revenue and client satisfaction.
Dive into the fusion of accounting and AI as Jackie shares a sneak peek into her AI assistant, 'Jane,' powered by GPT-4. Get a glimpse of how AI can augment your advisory services, enhance efficiency, and elevate client interactions.
Don't miss this enlightening conversation that's poised to reshape the trajectory of your accounting journey. Tune in now and unearth the secrets of escaping the accountant's trap while embracing the dynamic future of the accounting profession.
Learn More About The CFO Project:
https://thecfoproject.com/
Visit Katie's Website:
https://www.jackiemeyercpa.com