Accounting Influencers Roundtable


The Role of Coaching for Accountants: Jackie Meyer

Rob Brown interviews Jackie Meyer on the importance of coaching for accountants, coaching strategies for CPAs and learning for accounting professionals.

On behalf of the Accounting Influencers Broadcast Network, this is the “Influencers in Accounting” show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They’re all 30mins max so you can digest them ‘on the go’.

Episode 16. In today’s interview, “The Role of Coaching for Accountants: Jackie Meyer.”

Jackie Meyer specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2021) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent of lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.

Her passion is coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. She also coaches Accountants to become better tax planners with Giving back is her top priority, so she works with local and global non-profits on educational and equality initiatives.

You can also watch this interview on youtube here:

Key takeaways from this episode include:

➺ how an accountant can fall in love with and be passionate about tax preparation work

➺ the reasons why this has been the worst tax year for accountants and CPAs ever

➺ the single biggest problem accountants and CPAs are having in their everyday roles

➺ what makes being coachable and having coaches vital for accounting professionals

➺ how an accountancy professional can spend two years working for Deloitte and learn nothing

➺ how professionals learn new skills and knowledge according to the 70-20-10 approach

➺ how to justify the time and money investment in a personal or business coach

➺ what makes accountants not as coachable or teachable as they could and should be

➺ what questions an accounting professional should ask themselves when considering taking on a coach

➺ the different kind of coaches and coaching approaches available to accountants

➺ how ‘more people than you would expect’ are not motivated by money

➺ the red flags that accountants and CPAs should look out for that might prompt the need for a coach

➺ the triggers for overload and burnout in accounting firm owners and leaders

➺ tips for accountants to delegate workload and outsource tasks

➺ a critical question a coach should ask accountants and CPAs to decide if the relationship will be successful

➺ the crucial role of accountability when being coached to make sure decisions are implemented and ideas executed

➺ the accountant as a coach – how adding this skillset helps them do much more for their staff and clients

➺ the impact of time blocking for busy accounting professionals to get things done

➺ tips for developing professionally and staying current in the accounting profession

Listeners can also check out this interview in video format:

Jackie has two children, three dogs, attends Life Church with husband Mark and travels the world as much as possible.

Jackie’s personal website:


A reminder of 5 great shows in the Accounting Influencers Podcast Network:

Success in Accounting – MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

Insights in Accounting – TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

Influencers in Accounting – WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

Best Practice in Accounting – THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here’s what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

UK Matters in Accounting – FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

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