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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Oct. 17, 2024
54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to thro…
Oct. 17, 2024
Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today?
2:40 What makes 1031's so complex? Tell us more about that.
3:31 There are certain little tips and tricks that I like to th…
Oct. 3, 2024
How To Go Global with Nick Sinclair of TOA
4:04 @robnixon382 who coaches accounting firms
6:44 Where are the offices of @TOAGlobalOutsourcing? How did you decide where to put offices?
10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've act…
Oct. 3, 2024
53 - How To Go Global with Nick Sinclair of TOA
4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived th…
Sept. 19, 2024
How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual
2:33 Tell us a bit about your firm and how you got to where you are.
3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm?
5:28 Get a little vulnerable with us. What is t…
Sept. 19, 2024
52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual
2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the…
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