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.
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March 7, 2024
42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
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 T...
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March 24, 2026
🔥 5 Boundaries Every CPA Must Set to Prevent Burnout and Save Their Accounting Firm | Episode 4
I used to say yes to everything, every client request, every weekend email, every "quick call." It nearly destroyed my business and my health. In this video, I share the 5 non-negotiable boundaries that transformed my firm from chaos to clarity and gave me my life back.𝗪𝗵𝗮𝘁 𝗬𝗼𝘂'𝗹𝗹 𝗟𝗲𝗮𝗿𝗻:• Why "b…
March 18, 2026
🔥 Stop Billing by the Hour: How the Value Pricing Framework Grew My 7-Figure CPA Firm | Episode 3
Still charging hourly? You're capping your income and trapping yourself in a time-for-money model.In this video, I reveal the exact ROI Method™ that transformed my pricing strategy and allowed me to cut my client base in half while doubling revenue.What You'll Learn:• Why hourly billing creates…
March 10, 2026
Congress Wants to Tax Your Roth IRA? Here's What y'all Need to Know | Dr. Jackie Meyer, CPA
Y'all need to hear this. There are real proposals in Congress right now that could change how Roth IRAs are taxed, and most people have no idea it's happening.In this short, Dr. Jackie Meyer, CPA, 2025 Most Powerful Women in Accounting honoree and founder of TaxPlanIQ, breaks it down simply: what…
March 10, 2026
🔥 From 60-Hour Weeks to a 7-Figure CPA Firm in 4 Hours/Week | Complete Framework
Tired of being trapped in your accounting practice? In this video, I reveal the exact 3-shift framework that transformed my accounting firm from a 60-hour burnout machine into a 7-figure business that runs in just 4 hours per week.What You'll Learn:1. The ROI Method™ for value-based pricing (ste…
March 6, 2026
I Was Building a Business While Missing My Kids' Childhood | The Wake-Up Moment That Changed Everyth
What happens when the business you built starts costing you the people you built it for?In this video, Jackie shares the raw, honest moment — an ordinary Easter morning — that made her rethink everything about success, boundaries, and what it really means to lead as a woman.If you're a working …
March 3, 2026
CPA Burnout: Why Most Accountants Burn Out (And How I Tripled My Revenue)
Are you working 60-80 hour weeks as a CPA, EA, or accounting firm owner? Feeling burned out despite growing your practice? You're not alone - and you're NOT the problem. The system is broken.In this video, I share my journey from managing 200+ clients and earning just $50/hour to cutting my clien…
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