October 24, 2022
We will use a series of live trainings, pdf templates, tools, and resources to guide you through the process of creating and closing your first tax plan!JOIN THE NEXT CHALLENGE WAITLIST
10 Days to Closing a Tax Plan
In this 10-day challenge, expert CPA Jackie Meyer will guide you through creating, pitching, and closing a tax plan in just 10 days, with the tips and tricks her and others have used to close millions in sales.
Jackie will help you every step of the way during this ten day workshop.
Remember, this is a live challenge. But, if you miss a day, or if you want to take more time on one task, that's fine. Just adjust the schedule accordingly.JOIN THE NEXT CHALLENGE WAITLIST
"The first time I sold a tax plan, it took me approx 40 days (because that’s what worked for my calendar for creating all the content from scratch with Chuck, and I didn’t want to feel rushed). I followed this exact same schedule, but just stretched it out a bit. All that to say: you’re not “behind” if you decide to take it slow. Stuff happens. "
- Jackie Meyer
We are only accepting a limited number
of students in this challenge.
Enroll before we’re full!
During this 10-day challenge, we will walk you through every step in the process, and be available to answer any questions that you get hung up on along the way.
If you’ve been thinking about selling a tax plan but haven’t made time to make it a reality, this challenge is for you! You can be brand new to tax planning or a seasoned planning pro that wants to increase sales.
Special Message from your Coach, Jackie Meyer, CPA, CTC, CCA:
Welcome to our 10 day workshop! 🎉
I have transformed my own CPA firm over the past decade using what I call The ROI method of tax planning. What does that really mean? Well I took clients from $2,000 average per year for, say, a 1040 and simple business return, to well over $12,000 average per client for the SAME compliance work-and a few hours more of focused tax advisory and analysis per year that produced a high ROI to the client and our firm.
This shift allowed my firm to get off the hamster wheel of “busyness” and instead have - higher paying clients, higher satisfaction internally and externally, and less PITA’s!
Do you want to make an extra $10K per year from one client, knowing that you’ve done your best work possible to help their tax situation? Or continue working all nighters with ten times the clients-and boy are they unhappy ones too!
I will warn you that I will probably be a lil goofy, use words like PITA, and forget or mispronounce words altogether. These are side effects of finding joy in the work I do and balance in the life I love, including two small children. And I truly LOVE tax planning…it’s my passion and purpose in life, and I want it to be yours too. Let’s put some fun back into our work.
Also forget theory, this is actionable detailed steps for you to do tax planning, on repeat. I’m an open book & dedicated to your success.
I ask that you dedicate about an hour per day to watching my educational content, implementing (yes we expect you to have a client’s tax plan closed in 2 weeks), and participating in Q&A. If you do everything exactly as told, you will be successful and you WILL sell a plan for many thousands of dollars. If you breeze through some of the content, I challenge you to add a second or even third client to the workshop to double or triple your ROI.
If you struggle, and need to rewatch the videos several times to “get it”, that’s OK too, as long as you are DOING the work and not just OVERTHINKING.
What I don’t want to see is complainers...negative nellys…this is and will be a positive environment where we cheer each other on. This method works…not only have I done it successfully but I’ve taught many other accountants to do the same. We will have some of these accountants guest speak so you can hear their experience too.
Now I’m going to do you a solid here and give you early access, the week before kickoff, to content as soon as available, but you MUST post Q&A to our private Facebook group. I will then gather the most important things to discuss in the live pop-ups during the challenge on Monday Oct. 24th/31st and Friday Oct. 28th/Nov 4th at 12 pm CST. These are NOT mandatory and will be available after. The course is mainly self study, but we are here to guide and help.
Has this kind of workshop ever been done before? Nope!!!! Will you be transformed by the end of it? Heak yes!!! Let’s go yall.JOIN THE NEXT CHALLENGE WAITLIST
10-Day Challenge FAQ
Frequently Asked Questions
Q: What is the time commitment for this live challenge?
A: It's really self-lead, but in the perfect world you'd block 30 min each weekday (or maybe an hour every other) during the 2 week period to watch pre recorded content, come to the live Q&A and implement.
Q: When will the course content be available?
A: This is a live challenge, so we want everyone to be working through the material on the same timeline. However, we also want you to be prepared for the challenge launch. We will be releasing the Day 1 content on Oct. 23rd, and the challenge will officially begin on Oct. 24th.
Q: Do VIPs get early access?
A: VIP Members will receive a ton of extra, bonus content, but it won't be delivered early! We will release all VIP bonus content on Oct. 23rd.
Q: I just bought the challenge... but what next?
A: We will be sending out an email to all participants on Oct. 21st with preparations for the challenge! We're so excited! 🎉