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May 14, 2024

46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld

46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com


🔗 Connect with Tom Zehentner

https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b


🔗 Connect with Jesse Rubenfeld

https://www.linkedin.com/in/jesserubenfeld


Sponsored by TaxPlanIQ:

https://www.taxplaniq.com


Signup for early access to TaxPlanIQ's exciting new spinoff product:

http://taxsavingsiq.com

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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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