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The ROI Method of Value Pricing™

Revolutionize your pricing strategy with the ROI Pricing Method—empower your clients, grow your firm!

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This workbook is built on TaxPlanIQ Founder’s widely adopted ROI Method of Value Pricing and powered by the ROI Pricing Calculator.

This powerful tool has become a trusted resource for CPAs, EAs, and tax professionals looking to deliver greater value to their clients. By using this Excel workbook, you can easily identify tax-saving opportunities and generate simplified ROI reports that effectively communicate your impact.

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What is the ROI Method of Value Pricing™

Dr Jackie Meyer CPA, Founder and President of TaxPlanIQ walks through the method she created almost a decade ago. Value pricing up front is the start to an amazing relationship with your clients. Watch the video below!

Want more than just the basics? Click here to watch the in-depth video on the ROI Pricing Method, now available with chapters, a full transcript, and additional resources to enhance your learning experience.

Watch, leave comments, and share your feedback directly on the page—it’s the perfect place to engage with the content and connect with Jackie and others exploring the ROI approach. Get the most out of your journey with the ROI Pricing Method!

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Key Highlights of the ROI Method of Value Pricing Workbook

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Identify Tax Savings
Quickly discover potential opportunities to reduce your clients’ annual tax burden and showcase the value you bring.

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Simplified ROI Reports
Generate clear, easy-to-understand ROI reports for your clients in minutes, allowing you to present complex strategies simply.

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Tailored Service Packages
Use value-based pricing to create personalized service packages, aligning your services with your clients’ unique needs.
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Frequently asked questions

What is this pricing method and is it ethical?

  • Value Pricing up front is highly ethical and solves so many problems of the accounting profession. See this Forbes article for further information: https://www.forbes.com/councils/forbesfinancecouncil/2024/06/12/the-ethical-dilemma-of-hourly-billing-and-what-to-do-instead/The

  • Since the 1920's, when attorneys decided to set pricing around hourly fees, there has never been a specific measurable way of pricing for accountants and advisors. The governing body of CPA's, and TaxPlanIQ founded by Dr Jackie Meyer CPA, recognize this and are proposing this revolutionarily simple calculator to assist. Mrs. Meyer used this for many years in her own award-winning CPA firm and has coached and consulted thousands of other accountants and advisors on the same, for tremendous results. This calculator is embedded for our paid users of TaxPlanIQ but we are bringing it to you as a gift to the profession. Join the movement!    

How do I determine the financial gains for my client?

The workbook will help you estimate financial gains by pinpointing opportunities like cost reductions, operational efficiencies, and income growth strategies. It could mean reduced tax liabilities, payroll cost savings, or increased profits from better management. This transparency helps clients see the clear ROI on your services, making it an easy sell for them and helping you price with confidence.

Is this pricing model based on contingent fees?

No, it’s not contingent on a specific outcome or tax savings after the fact. The ROI Method uses upfront pricing based on the perceived value, financial impact, and complexity of your services. It works for any type of advisory service—whether it's tax planning, CFO services, or business consulting—because the fees are not based on what happens afterward; they’re based on the comprehensive value you deliver.

What if I need more help?

There is additional Q&A within the workbook in a getting started tab. Please download.

 

For more information, follow TaxPlanIQ and Dr. Jackie Meyer, CPA on social.

 

TaxPlanIQ

Dr. Jackie Meyer, CPA

Transform Your Pricing

Leverage the ROI Pricing Method and ROI Pricing Calculator to bring unparalleled value to your clients. This workbook combines proven strategies and innovative tools to help you align your services with client goals, ensuring measurable impact and growth for your firm.

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