Jackie Meyer

Jackie Meyer

Keynote Speaker: Serial Entrepreneur & Founder of TaxPlanIQ; Leadership Development, Financial Advisory and ROI-Pricing Expert; 2025 Most Powerful Women in Accounting

Jackie Meyer Biography

Jackie Meyer, CPA, is a keynote speaker, entrepreneur and author who helps leaders, entrepreneurs and advisors optimize the value they create in business and in life. Meyer built and sold an award-winning CPA firm after tripling revenue while serving fewer than 60 affluent concierge clients by pioneering a return-on-investment approach to advisory services.

Meyer is the founder of TaxPlanIQ, an eight-figure SaaS platform used by advisors nationwide, and the creator of the ROI Method of value pricing. Her work sits at the intersection of leadership, entrepreneurship, finance and technology-enabled decision-making, helping organizations move from transactional work to sustainable, high-impact advisory models.

Meyer’s keynotes combine real-world case studies, practical frameworks and candid insight from building, scaling and exiting businesses, informed by her doctoral work in leadership. Her delivery is engaging, relatable and candid, bringing clarity and levity to complex topics without sacrificing substance.

Meyer was recognized as one of the Most Powerful Women in Accounting in 2025 and is a serial entrepreneur with multiple successful ventures.

Contact a speaker booking agent to check availability on Jackie Meyer and other top speakers and celebrities.

Jackie Meyer Speaking Topics

Busy, Brilliant, and Stuck: Why Being Great at Your Job Is Holding You Back as a Leader

If you’re busy, competent, and still feel stuck, it’s usually not a talent problem. It’s a leadership transition problem. The very behaviors that made you valuable as a technician can quietly trap you there.

High performers don’t struggle because they lack skill or work ethic. They struggle because control feels responsible, micromanagement feels efficient, and being in the weeds feels necessary. Over time, leadership gets crowded out by execution.

In this keynote, Jackie Meyer challenges the belief that doing excellent work naturally leads to effective leadership. Drawing from her experience building and selling an award-winning firm and founding an eight-figure SaaS company, she shows how high performers unknowingly become the bottleneck.

This talk explores why trust must become a learned and measurable habit and why boundaries are not about doing less, but about doing the right work. Leaders learn how to step out of the weeds without lowering standards so they can scale impact without burning out.

Stop Selling. Start Valuing: Measuring What Matters to Fix Pricing, Leadership, and Burnout

Most service-based leaders don’t feel overworked — they feel undervalued. In a noisy, crowded world, great work doesn’t automatically translate into perceived value, which is why selling feels uncomfortable and burnout creeps in.

In this keynote, Jackie Meyer shows why measuring value is the missing link. Drawing from her experience scaling a service firm from six figures to seven figures while reducing her workload to just a few hours a week, she explains how shifting from hours to value creates clarity across an entire organization.

Leaders learn how making value visible drives pricing confidence, improves trust and delegation, and consistently produces 3–5x profit gains while reclaiming time. Jackie introduces the leadership framework she created -- the ROI Method of value pricing -- not as a tactic, but as a way to rank and focus on the highest-value work inside any business.

The result is a model where leaders stop selling harder, start valuing smarter, and build organizations that grow without demanding more from the people inside them.

The Balanced Millionaire: Becoming a Return on Investment to the World

Many leaders achieve financial success only to realize it came at a higher cost than expected: health, relationships, peace, or purpose. The problem isn’t ambition. It’s that most people only know how to measure money, not life.

In this keynote, Jackie Meyer introduces The Balanced Millionaire framework and her Balance Sheet of Life formula, a practical way to measure what actually matters to you. Drawing from her experience building, selling, and scaling businesses while navigating burnout and leadership pressure, Jackie shows how purpose, passion, and profit are meant to work together, not compete.

Attendees learn how to identify where they are over-investing, under-investing, or unintentionally eroding value across their lives and organizations. This talk reframes success as something that can be measured, managed, and improved, and shows how to measure success without losing yourself in the process.

The result is a clear, actionable way to become a return on investment not just to your business, but to the people and world around you.

Jackie Meyer Videos

Jackie Meyer Speaker Reel

How do I book Jackie Meyer to speak at my event?

Our experienced booking agents have successfully helped clients around the world secure speakers like Jackie Meyer for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Schedule button above and complete the form on this page to check availability for Jackie Meyer, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Jackie Meyer or any other speaker of your choice.

How much does it cost to book Jackie Meyer for a speaking engagement?

Speaking fees for Jackie Meyer, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Jackie Meyer are $10,000 - $20,000 for live events and Below $10,000 for virtual events. For the most current speaking fee to hire Jackie Meyer, click the Check Schedule button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.

What topics does Jackie Meyer speak about?

Jackie Meyer is a keynote speaker and industry expert who speaks on a wide range of topics such as Leadership, Thought Leadership, Disruptive Thinking, Finance, Business Leadership, Work-Life Balance, Entrepreneurship, Business Consulting, Business Authors and Executive Leadership.

Where does Jackie Meyer travel from?

Jackie Meyer generally travels from Dallas, TX, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.

Who is the agent for Jackie Meyer?

AAE Speakers Bureau has successfully secured keynote speakers like Jackie Meyer for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Schedule button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Jackie Meyer for your next private or corporate function.

What is a full-service speaker booking agency?

AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Jackie Meyer or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.

Why is AAE Speakers Bureau different from other booking agencies?

If you’re looking for the best speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.


Jackie Meyer is a keynote speaker and industry expert who speaks on a wide range of topics including Leadership, Thought Leadership and Disruptive Thinking. The estimated speaking fee range to book Jackie Meyer for live events is $10,000 - $20,000, and for virtual events Below $10,000. Jackie Meyer generally travels from Dallas, TX, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Cheryl Cran, Jenn Lim and Maddy Dychtwald. Contact All American Speakers for ratings, reviews, videos and information on scheduling Jackie Meyer for an upcoming event.

Speaker profile last updated by AAE Talent Team on 12/01/2026.

Jackie Meyer Speaking Topics

  • Busy, Brilliant, and Stuck: Why Being Great at Your Job Is Holding You Back as a Leader

    If you’re busy, competent, and still feel stuck, it’s usually not a talent problem. It’s a leadership transition problem. The very behaviors that made you valuable as a technician can quietly trap you there.

    High performers don’t struggle because they lack skill or work ethic. They struggle because control feels responsible, micromanagement feels efficient, and being in the weeds feels necessary. Over time, leadership gets crowded out by execution.

    In this keynote, Jackie Meyer challenges the belief that doing excellent work naturally leads to effective leadership. Drawing from her experience building and selling an award-winning firm and founding an eight-figure SaaS company, she shows how high performers unknowingly become the bottleneck.

    This talk explores why trust must become a learned and measurable habit and why boundaries are not about doing less, but about doing the right work. Leaders learn how to step out of the weeds without lowering standards so they can scale impact without burning out.

  • Stop Selling. Start Valuing: Measuring What Matters to Fix Pricing, Leadership, and Burnout

    Most service-based leaders don’t feel overworked — they feel undervalued. In a noisy, crowded world, great work doesn’t automatically translate into perceived value, which is why selling feels uncomfortable and burnout creeps in.

    In this keynote, Jackie Meyer shows why measuring value is the missing link. Drawing from her experience scaling a service firm from six figures to seven figures while reducing her workload to just a few hours a week, she explains how shifting from hours to value creates clarity across an entire organization.

    Leaders learn how making value visible drives pricing confidence, improves trust and delegation, and consistently produces 3–5x profit gains while reclaiming time. Jackie introduces the leadership framework she created -- the ROI Method of value pricing -- not as a tactic, but as a way to rank and focus on the highest-value work inside any business.

    The result is a model where leaders stop selling harder, start valuing smarter, and build organizations that grow without demanding more from the people inside them.

  • The Balanced Millionaire: Becoming a Return on Investment to the World

    Many leaders achieve financial success only to realize it came at a higher cost than expected: health, relationships, peace, or purpose. The problem isn’t ambition. It’s that most people only know how to measure money, not life.

    In this keynote, Jackie Meyer introduces The Balanced Millionaire framework and her Balance Sheet of Life formula, a practical way to measure what actually matters to you. Drawing from her experience building, selling, and scaling businesses while navigating burnout and leadership pressure, Jackie shows how purpose, passion, and profit are meant to work together, not compete.

    Attendees learn how to identify where they are over-investing, under-investing, or unintentionally eroding value across their lives and organizations. This talk reframes success as something that can be measured, managed, and improved, and shows how to measure success without losing yourself in the process.

    The result is a clear, actionable way to become a return on investment not just to your business, but to the people and world around you.

Jackie Meyer Videos

Jackie Meyer Speaker Reel
  • How do I book Jackie Meyer to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Jackie Meyer for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Schedule button above and complete the form on this page to check availability for Jackie Meyer, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Jackie Meyer or any other speaker of your choice.
  • How much does it cost to book Jackie Meyer for a speaking engagement?

    Speaking fees for Jackie Meyer, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Jackie Meyer are $10,000 - $20,000 for live events and Below $10,000 for virtual events. For the most current speaking fee to hire Jackie Meyer, click the Check Schedule button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Jackie Meyer speak about?

    Jackie Meyer is a keynote speaker and industry expert who speaks on a wide range of topics such as Leadership, Thought Leadership, Disruptive Thinking, Finance, Business Leadership, Work-Life Balance, Entrepreneurship, Business Consulting, Business Authors and Executive Leadership.
  • Where does Jackie Meyer travel from?

    Jackie Meyer generally travels from Dallas, TX, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances.
  • Who is the agent for Jackie Meyer?

    AAE Speakers Bureau has successfully secured keynote speakers like Jackie Meyer for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Schedule button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Jackie Meyer for your next private or corporate function.
  • What is a full-service speaker booking agency?

    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Jackie Meyer or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
  • Why is AAE Speakers Bureau different from other booking agencies?

    If you’re looking for the best speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.
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