In this episode, we sit down with Dr. Jackie Meyer, CPA, entrepreneur, and author of The Balance Sheet of Life Formula. Jackie shares her journey as she goes from a traditional accountant to pioneering innovative approaches in the field. She also discusses the challenges of postpartum depression and chronic fatigue, revealing how these experiences shaped her approach to work-life balance.
Jackie delves into the importance of embracing innovation and creating a fulfilling career that aligns with personal values. This episode offers a powerful reminder that success isn’t just about numbers—it’s about building a work-life balance that truly works for you.
Three Main Ideas:
1. Redefining Work-Life Balance: Dr. Jackie Meyer shares her journey of overcoming chronic fatigue. She emphasizes the importance of setting boundaries as she discusses how to achieve balance between personal and professional life through her “Balance Sheet of Life” approach.
2. Innovative Leadership in Accounting: Jackie discusses how she transformed her traditional CPA firm by leading with tax advisory services. This showcases her commitment to modernizing the accounting profession and increasing client value.
3. Entrepreneurial Success and Industry Impact: From founding TaxPlanIQ software to selling her CPA firm, Jackie highlights her passion for helping accountants adopt innovative tools and practices. Her story serves as an inspiration for redefining success in the accounting profession.
Listen on your favorite podcast platform:
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