In this insightful episode, Jackie Meyer, founder of TaxPlanIQ and Certified Concierge Accountant, and Matt delve into strategies for growing accounting firms amidst a competitive landscape and a shortage of clients. Jackie shares valuable insights on setting boundaries, creating demand through waitlists, and offering clear pricing packages. Matt emphasizes the importance of client relationships and effective messaging in attracting and retaining clients. Together, they explore the benefits of automation and software solutions like TaxPlanIQ in streamlining tax advisory processes. Don't miss out on this episode packed with actionable tips for accounting firm owners looking to thrive in today's market. Jackie's Links: TaxPlanIQ: https://www.taxplaniq.com/ Certified Concierge Accountant: https://www.certifiedconciergeaccountant.com Our Recommended Tool Stack: WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.c… Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Listen On: YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04 Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214 Hosted on Acast. See acast.com/privacy for more information.