Join the book waitlist!
Discover the proven “math” behind optimizing every area of your life and business. The Balanced Millionaire: Advisor Edition (launching Fall 2025 with CPA Trendlines) is written for accountants and advisors who want both growth and peace.
This special edition gives you first access to frameworks, tools, and conversations shaping the future of accounting firm growth and financial advisor success.
By joining the launch community, you’ll connect with peers who are rethinking what it means to build firms that thrive financially while also protecting your time, health, and relationships.
- Peace, Love, and Literacy, Dr. Jackie Meyer, CPA
Dr. Jackie Meyer is not your average CPA. She built a 7-figure firm working just 4 hours a week while running multiple businesses, raising a family, traveling the world, managing five pets, and navigating chronic fatigue.
She is the founder of the eight-figure TaxPlanIQ, used by over 500 firms to democratize tax planning through modern advisory. She created the ROI Method of value pricing, has taught tens of thousands of accountants the new tax code, and led the charge for IRS reform on national AICPA committees.
As a passionate advocate for aligning financial health with mental well-being, Jackie developed the Balance Sheet of Life, a framework that helps high achievers turn profit into peace.
Created for accountants, financial advisors, and tax pros who want to scale smarter, increase profits, and serve clients with purpose. This edition includes advanced insights into how Jackie built a 7-figure firm in just 4 hours a week with practical steps you can apply to your own practice. (And yes, you can check the box for both editions when you sign up!)
For entrepreneurs, leaders, or anyone craving a redefined success story — one where your peace of mind is the ultimate ROI.
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