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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Tax Projection vs. Tax Planning: There’s a Big Difference
Oct. 3, 2026

Tax Projection vs. Tax Planning: There’s a Big Difference

In this older Financial Clarity conversation with Hannah Smolinski, I explained one of the most important distinctions in proactive tax work. Tax projection tells you what is likely to happen. For example: "You're projected to owe $10,000 next year." Tax planning starts there and asks a different question: "What strategies can we implement to potentially reduce that liability?" That is the difference between simply forecasting the tax bill and proactively working to change the outcome. I
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What I Did When Clients Said No to My New Pricing Model
Oct. 2, 2026

What I Did When Clients Said No to My New Pricing Model

When I transitioned my CPA firm into a tax advisory model, I knew not every client would say yes. In this older Financial Clarity conversation with Hannah Smolinski, I explained how I handled that shift. I reviewed clients one by one. For each client, I built a proposal around the potential tax savings, the fee, and the service package I believed made sense. Then I presented the new model. Some clients accepted it. Some did not. The part that mattered most was deciding in advance what a "
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If Your Firm Needs You for Everything, Is It Really Working?
Oct. 1, 2026

If Your Firm Needs You for Everything, Is It Really Working?

Being needed can feel like success when you own a firm. Clients come to you with questions. Your team waits for your decisions. Problems eventually make their way back to you. But there is a downside to becoming the person everything depends on. You cannot really step away. This video is about the difference between having support around you and building a firm that can function without you sitting in the middle of every decision. A strong team should be able to own responsibilities, commun
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When Is Tax Planning Actually Worth the Cost?
Sept. 28, 2026

When Is Tax Planning Actually Worth the Cost?

Tax planning is not automatically the right investment for every client. In this older Financial Clarity conversation with Hannah Smolinski, I explained that there is a cost-benefit point advisors need to consider. If a client owes around $2,000 in taxes and professional planning costs roughly the same amount, there may not be enough financial benefit to justify the engagement. But the equation can look very different for higher-income clients with larger tax liabilities. At Meyer Tax, we wo
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Does Your CPA Actually Do Tax Planning?
Sept. 27, 2026

Does Your CPA Actually Do Tax Planning?

Paying a CPA to prepare your tax return does not automatically mean you have hired a tax planner. That distinction came up in this older Financial Clarity conversation with Hannah Smolinski. Tax preparation is focused largely on what has already happened. A tax projection can help estimate what you may owe next year. Proactive tax planning goes further. It looks at the projected liability and asks what strategies may be available to reduce it, then works through the implementation with the
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The Question That Changed How I Priced My CPA Firm
Sept. 27, 2026

The Question That Changed How I Priced My CPA Firm

In this older Financial Clarity conversation with Hannah Smolinski, I shared the moment that pushed me to rethink how my CPA firm worked. After having kids, I realized I could not keep operating like a workaholic. So I hired a business coach, Chuck Bauer. He asked me which clients I genuinely loved working with. My answer was local high-net-worth executives. Then he asked whether I was creating meaningful value for them. I knew I was, and I also knew there was more I could be doing. That
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