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Figuring Out: Transform Tax Advisory with AI | Podcast #EP16

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Manage episode 473617994 series 3597133
Content provided by Saul Sony, CPA, Saul Sony, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Saul Sony, CPA, Saul Sony, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Step into the future of tax advisory with a leading industry expert, Jackie Mayer,CPA,CCTA !In this latest episode of WTF with Saul Sony, we’re joined by Jackie Meyer, the visionary behind TaxPlanIQ! She shares the innovative strategies that are transforming the way accountants approach tax planning and client relationships. From harnessing AI to using the ROI Method for value pricing, this episode is packed with insights to help you elevate your services and amplify your impact.If you’re passionate about:🔹 Transform your client outcomes with proactive tax planning🔹 Maximize value with the ROI Method for smarter pricing🔹 Harness AI to stay ahead in a fast-evolving landscape🔹 Strengthen client bonds with impactful tax strategiesThen this episode is for YOU. Let's explore the future of tax advisory together— Tune in, get inspired, and let’s redefine what it means to be a tax advisor!Watch here to get free credit | https://bit.ly/4dRNXh4Need more info for your continuing education? 🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE#wtfwithsaulsony #taxadvisory #proactiveplanning #aiinaccounting #taxplaniq #innovation #elevateyourpractice #podcast #trending #ai #freecpe

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28 episodes

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Manage episode 473617994 series 3597133
Content provided by Saul Sony, CPA, Saul Sony, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Saul Sony, CPA, Saul Sony, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Step into the future of tax advisory with a leading industry expert, Jackie Mayer,CPA,CCTA !In this latest episode of WTF with Saul Sony, we’re joined by Jackie Meyer, the visionary behind TaxPlanIQ! She shares the innovative strategies that are transforming the way accountants approach tax planning and client relationships. From harnessing AI to using the ROI Method for value pricing, this episode is packed with insights to help you elevate your services and amplify your impact.If you’re passionate about:🔹 Transform your client outcomes with proactive tax planning🔹 Maximize value with the ROI Method for smarter pricing🔹 Harness AI to stay ahead in a fast-evolving landscape🔹 Strengthen client bonds with impactful tax strategiesThen this episode is for YOU. Let's explore the future of tax advisory together— Tune in, get inspired, and let’s redefine what it means to be a tax advisor!Watch here to get free credit | https://bit.ly/4dRNXh4Need more info for your continuing education? 🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE#wtfwithsaulsony #taxadvisory #proactiveplanning #aiinaccounting #taxplaniq #innovation #elevateyourpractice #podcast #trending #ai #freecpe

  continue reading

28 episodes

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