Speaker:
What if your firm could grow faster, while you work less?
In this candid and practical 50-minute webinar, Dr. Jackie Meyer, CPA and creator of TaxPlanIQ, shares the exact leadership shifts that took her from burnout to building a 7-figure firm — all while scaling her workweek down to just four hours.
You’ll learn how to set boundaries that actually stick, delegate without micromanaging, and build a values-driven team that can run (and grow) the business without relying on you for everything. Jackie will also introduce simple, no-fluff frameworks (like EOS/Traction) to help you scale your firm’s revenue without scaling your stress.
This isn’t theory. It’s a real-world roadmap for reclaiming your sanity and building a business that supports your life—not one that consumes it— based on Jackie's upcoming book release of "The Balanced Millionaire: Advisor Edition".
Expect an honest, vulnerable, and insight-packed session. By the end, you’ll walk away with a plan to grow your firm’s profit and protect your peace.
What You'll Learn:
- How to apply a 4-hour workweek model to reduce burnout while growing firm revenue
- The key steps to build a self-reliant, high-performing team
- How to create a clear vision, core values, and systems that drive sustainable firm growth
Resources:
👉 7-Figure Firm, 4-Hour Workweek: 5 Questions to Ask Yourself
👉 Join the waitlist: The Balanced Millionaire
👉 Grab a copy of the slide deck
👉 Download Jackie's resources
Jackie's Book Recommendations:
- The Four-Hour Workweek by Tim Ferriss
- Boundaries by Dr. Henry Cloud
- The Five Levels of Leadership by John C. Maxwell
- The Balance Sheet of Life by Jackie Meyer
