The Concierge CPA

The Concierge CPA

CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.

Episodes

February 16, 2024 42 mins

In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program.

Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client p...

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In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience.

Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.

Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about fro...

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In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfaction.

The episode covers a range of topics, including the pitfalls of traditional pricin...

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In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and the realization that hitting rock bottom isn't a prerequisite for recovery.

Seth's career took an unconventional turn as he pursued his passion for creativity rather t...

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Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference.

Our discussion goes deep as we dive into pressing issues in the accounting industry, including mental health, diversity, and self-care. We believe that f...

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Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.

Kelly shares how her career took a fascinating turn from litigation...

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Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics.

We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy ...

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I'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the idea that your passions can coexist with your profession, even in traditionally conserva...

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Today we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, this is a game-changer! From crunching numbers to optimizing financial strategies, thes...

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We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.

Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generat...

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September 14, 2023 32 mins

I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss.

I open up about my journey as the mastermind behind the Concierge Accountant Program and Tax Plan IQ, a groundbreaking tax planning software. My passion for...

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Get ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling firms from rock bottom to the pinnacle of success. With over two decades in the field...

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In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't become overwhelming burdens. Let's break free from the chains of overworking!

Did you kno...

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I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT.

We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If y...

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In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accounting practices.

Accuracy is a crucial aspect of AI, and we explore its reliability in var...

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I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields.

Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative advancements and technologies driving Web 3 and discuss the potential impact it holds ...

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I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept.

During our discussion, we debate the possibility of AI taking over compliance tasks in audits and the urgent need ...

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Your host, Jackie Meyer, talks with IRS Enrolled Agent Mariette Martinez and the CEO and Creative Director of the Theatre of Public Speaking, Misty Megia. Mariette is a small business advisor and public educator helping Entrepreneurs thrive by sharing the importance of small business financial management and leveraging technology to improve their processes. Misty is a Creative Director for high-achieving leaders who want to unmute ...

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Your host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most.

To learn more about Tania's work, click HERE.

Interested in being a guest on the show? App...

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Your host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax c...

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