By: Lamourie Media
“Successful team building hinges on aligning individual strengths with the company’s vision. Hire, fire, and promote based on core values and you’ll have a happy team. Promoting open communication and fostering a continuous learning culture, like personality tests and discussion, has been key. Recognizing and valuing each team member’s unique contributions creates a motivated and unified workforce.” – Jackie Meyer
After a remarkable third year marked by impressive acknowledgments such as the AICPA Accelerator of the Year and a runner-up title for the CPA Practice Advisors Tech Innovation Award, TaxPlanIQ is set to embark on an ambitious expansion strategy. The company’s evolution aligns with the career progression of its visionary founder, Jackie Meyer, CPA, who is transitioning to a full-time thought leadership role. Simultaneously, veteran entrepreneur Dave Lukas is stepping up to fill the CEO position.
During the three years of her resounding success as CEO of TaxPlanIQ, Jackie Meyer led the team to achieve notable milestones, establishing a strong presence in the accounting technology space. Recollecting her tenure, Jackie stated, “Leading TaxPlanIQ has been an incredible journey, a true blessing. I’m now eager to focus full-time on fostering peaceful entrepreneurship, advocating for work-life harmony and mental wellness—topics I’m deeply passionate about—while also spending more time with my family.”
Jackie’s leadership evolution in TaxPlanIQ segues her into promoting peaceful entrepreneurship through keynotes, an upcoming book, and contributions to Forbes. Concurrently, she is pursuing her doctorate in strategic leadership and coaching, expecting to accomplish it by 2024.
Stepping into Jackie’s shoes is Dave Lukas, a six-time INC 5000 entrepreneur. Coming out of semi-retirement and strategic consulting, Lukas is positioned to drive TaxPlanIQ’s ambitious expansion plans. “I am thrilled to join the team at TaxPlanIQ and work alongside a visionary like Jackie. The sky is truly the limit for its potential,” Lukas beamed.
This leadership transition paves the way for TaxPlanIQ’s exponential growth phase. Lukas’ appointment aligns with a series of strategic moves the company has taken, ensuring it stays at the cutting edge of innovation in an ever-evolving industry.
In the final quarter of the previous year, TaxPlanIQ introduced several groundbreaking innovations, including a full integration with jAIne, OCR technology, and suggested tax strategies. With these strategic initiatives, including the promotion of Joli Rosario to the role of COO and Integrator, TaxPlanIQ is enthusiastically poised for continued success.
Jackie Meyer’s influence extends beyond her role at TaxPlanIQ. She established Meyer Tax Consulting, a reputable CPA firm known nationwide. As a coach, Jackie employs The ROI Method™, combatting burnouts caused by workaholic tendencies in the accounting industry. Aligning pricing with client value, she offers strategies to revive accounting firms.
Through the Facebook community called “Accounting Firm Influencers,” Jackie advocates for the well-being of accountants. Her commitment to mental health, wealth, and relationship management in the accounting sector is witnessed through several resources designed to elevate value, save time, put accountants back in control of their practice, and maximize clients’ ROI.
Jackie’s philosophy is founded on the belief that accountants and tax planners are comprehensive strategic thinkers, not just number crunchers. She admits, “In my time running my firm, I’ve made mistakes and learned best practices along the way that completely transformed my firm (and life). My focus now is packaging and passing those insights on to you and other accountants so you can build a business you love.”
This leadership evolution at TaxPlanIQ exhibits the maturity of the firm and the readiness to sustain an ambitious growth curve. The unique blend of proven leadership, innovative strategies, and synergies bodes well for the company’s future. With the reins shifting to the hands of successful entrepreneur Dave Lukas, TaxPlanIQ is well poised for its next stage of exponential growth. Following TaxPlanIQ’s stellar third year, the organization is more than ready for the exciting journey that lies ahead.
Learn more about the company, their industry leadership, and initiatives at : https://www.taxplaniq.com/
