The Concierge CPA

In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on providing exceptional small business accounting services. Join us as we dive into Alton's ...

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she reinvented herself within the accounting industry. Amber also shares her un...

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://ww...

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore shifting perceptions, tax complexities, potential regulatory ...

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alex...

Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for operational efficiency and increasing revenue, providing invaluable insights for aspiring...

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to clients.

🔗 Connect with Jackie Meyer and Dave Lukas

Jackie's LinkedIn at http...

Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now!

Gain insights into cutting-edge accounting tools and strategies. Uncover the secrets to navigating financial statements, tax p...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...