The ROI method(tm) is a trademarked method Jackie Meyer, CPA and doctoral candidate, created for tax advisory services and planning. It easily visualizes the tax savings an accountant can produce for a client, tends to triple the fees an accountant can charge, and transforms mundane busy work into passion and purpose. As a practitioner, Jackie tripled her firm's revenue with this method and began her speaking and teaching career around it as accountants realized how much, more than just money, The ROI Method(tm) can impact their (and their clients') lives for the better.
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Presented by Stephen M. Yoss, CPA, MS ([ Ссылка ])
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises ([ Ссылка ])
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Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
----------- Contents of this video ------------
00:00 - Intro
02:56 - What is Tax Planning?
04:08 - What is Value Pricing?
05:56 - What is a Contingent fee?
06:17 - Is Value Pricing ethical?
06:56 - What resource does AICPA offer?
07:54 - How was Meyers tax transformed by the ROI method?
11:16 - What is happiness as a business model?
12:20 - What are the three steps to getting started with ROI?
14:05 - What is the ROI Method?
15:00 - What are the three stages of the ROI Method?
15:13 - What are these stages further broken down?
18:18 - How to identify your target clients?
20:18 - How to prepare a tax plan?
22:44 - What should you do when presenting the plan?
23:54 - What are a few examples of ROI presentation?
28:04 - What are the last few steps after presenting your plan?
30:16 - How could you present your plan? (Examples)
36:11 - What's a free resource you could use?
37:15 - What are some of the package offerings you can include for the client?
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