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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.

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July 8, 2024

Lessons from Gaynor Hardy's Marketing Journey

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits …
July 8, 2024

49 - Lessons from Gaynor Hardy's Marketing Journey

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits …
June 10, 2024

TaxPlanIQ Core Changes 2024

@taxplaniq-taxplanningsoftw9333
June 7, 2024

bring something to the table!

This was a fun podcast interview! "Practitioners must focus on their unique value add to succeed. Whether it's tax planning or community engagement, bring something special to the table." @natehagerty @taxplaniq https://lnn…
June 3, 2024

Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm Growth

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 …
June 3, 2024

48 - Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm Growth

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 …