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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April 10, 2026
I Made Claude Audit Itself. Here's What It Admitted | Dr. Jackie Meyer, CPA
I asked Claude to help plan outreach for two speaking conferences in May. It handed me a generic strategy and started creating Gmail drafts before asking me a single question. Five drafts in, I stopped it.So I made it audit itself. And it told on itself pretty fast.In this 2-minute screen recor…
April 9, 2026
100% Bonus Depreciation on New Buildings in 2025 — And the Business Interest Deduction You're Probab
Construction started after January 19th, 2025 and placed in service after July 4th? There's a deduction on the table that most people aren't fully prepared for — 100% expensing on the building itself, year one. A $2 million facility, fully deducted the year it's done.I walk through exactly what q…
April 8, 2026
I Ran Gmail, Slack, and a 40-Slide Audit From My Phone Using Claude | No Laptop, No Switching Apps
This morning I ran my entire workflow from my phone using Claude by Anthropic. No laptop. One conversation.In this video you'll watch me find and draft a Gmail response without opening Gmail, message my EA on Slack without opening Slack, search Reddit for real-time tax preparer pain points, build…
April 7, 2026
I Cut My Client List From 200 to 56 and Tripled My Revenue — Here's How | Dr. Jackie Meyer
Dr. Jackie Meyer built a thriving CPA firm — and nearly lost herself in the process. Over 200 clients, 2 AM tax returns, no time for anything outside of work. Then she made one decision that changed everything: she stopped selling her time and started charging for her impact.She cut her client li…
March 31, 2026
If Congress Changes the Roth IRA — Here's Exactly What Happens to Your Account (2026)
A lot of Americans have been asking the same question. If Congress actually passes new Roth IRA legislation, what does that mean for my account?In this video I break down what the current proposals would actually do: which balances are protected, at what threshold the government could start taxin…
March 31, 2026
Two Weeks Until April 15 — The Real Picture Inside a CPA Firm Right Now | Dr. Jackie Meyer
Y'all, we're two weeks out from April 15 and I want to be honest about what that actually looks like.The 12-hour days, the back to back calls, the inbox that never hits zero, and the mental load that doesn't clock out when you do. The last stretch of tax season is heavy. And the mindset that actu…
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