The ROI Method of value pricing just makes sense. It's made it so much easier to price clients in a fair and more uniform way by cutting through the vagueness that often comes with traditional value pricing. I haven't come across any other methods of value pricing that offer this level of clarity and practicality. Honestly, I feel like most accountants providing tax strategies are massively undervaluing their services and it is because they don't know how to show their value through an ROI. I'd highly recommend the ROI Method to others in the field, it helps us set prices that truly reflect the value we deliver.

The ROI method has truly transformed my firm. It has not only increased my closing rates but also given me a new level of confidence on sales calls. Demonstrating to clients how their tax savings will more than cover my fees has made a world of difference in communicating value. This tried-and-true approach builds trust and positions my firm as a high-value partner in clients' financial strategies. I highly recommend the ROI method to any tax professional looking to elevate their practice.

The Return on Investment (ROI) Pricing method has transformed my approach to advisory services, significantly enhancing both the value I deliver to clients and the overall effectiveness of my CPA firm. With ROI pricing, I can clearly quantify the benefits of tax planning for clients, showcasing the real value of their investment in our services. This approach has allowed me to increase my revenue by an average of 400% per advisory client, demonstrating the financial potential of proactive tax advisory work. TaxPlanIQ has many features that simplify the tax planning process, but the one I find most valuable is the fee suggestion feature. This tool makes pricing tax planning engagements straightforward and logical, ensuring that fees align with the value delivered. I would highly recommend the ROI Pricing method and TaxPlanIQ to other professionals. Shifting to a value-driven pricing approach has not only improved client satisfaction and loyalty but also enabled me to better communicate the true worth of tax planning. This method has been essential in positioning my services as a high-value investment for my clients.

The ROI method of value pricing has fundamentally changed my firm and is a no-brainer for potential clients. Who can say no to me showing them exactly how I'm going to pay for myself then some?! Our firm is now valued as a trusted advisor by our clients instead of being treated as a common commodity, we're billing more and getting better clients! All fees are collected up front, and A/R has gone to nearly zero. I'm so happy I found this method and implemented it whole heartily!

Dr. Jackie Meyer, CPA, the creator of this method here. After taking every training and certification I could to convert my CPA firm back in 2016 to lead with tax advisory, I was still SOOO confused how to value price. There were so many "THEORIES" but no practical, measurable true calculator! That's when I created the ROI Method of Value Pricing calculator. It takes the financial savings/gains the advisor estimates they can find for a client then applies a 200-500%+ ROI weighted average depending on 4 factors (CURB): Complexity, Urgency, Risk, and Intangible Benefits. The results were astounding! Pricing went up significantly, but clients were happy to pay it for the value proposition. I never guaranteed the savings, but I could guarantee their satisfaction. My complimentary proposal up front was about 95% accurate for things we could do to save them on taxes, and then during an onboarding meeting the CLIENT decided what they wanted to implement and when. This methodology changed my cpa firm from struggle bus to thriving, and I became a speaker and leader in my field for my methods. I've now trained thousands of others on it, am working with our governing board of accounting to mass release it, AND created a SaaS software (TaxPlanIQ) that uses it for tax planning proposals, presentations, and full tax plan reports. This is my PURPOSE and PASSION!

We're excited to welcome Tax Plan IQ as a 2024 "Best in Class Tech Stack" member! They stand at the forefront of tax advisory innovation, offering a platform that redefines efficiency, value, and success in tax planning. zurl.co/kQXe @TaxplanIq #BICTS

Great Tax planning software to present your value pricing. Game changer. saves so much time with all the calculations, professional presentation and all the support required to execute tax strategy. Highly recommended!

TaxPanIQ is a great app. It is flexible, gives you ROI you can show the clients, extremely helpful tool for our tax practice. Very unique and different from other choices out there. Thank you, Jackie and her team for developing this tool.

TaxPlanIQ is a total game changer for my firm. It has allowed me to clearly communicate tax strategies to prospects and show them the true ROI on their investment in our firm. This tool was the missing piece in my sales AND tax planning process and I'm thrilled to see the future development of this software. Thank you to the founder Jackie Meyer for bringing this industry-leading tool to market.