Episodes
27 - Exploring The New Horizons of AI in Accounting with Scott Scaran…
I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT. We dive into the im...
26 - Exploring AI Integration and Personalization in Accounting with …
In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effect...
25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Cry…
I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields. Web 3 ...
24 - Charting the Future of AI in Accounting with Darren Glanville, E…
I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants ...
23 - Being Present with Mariette Martinez and Misty Megia
Your host, Jackie Meyer, talks with IRS Enrolled Agent Mariette Martinez and the CEO and Creative Director of the Theatre of Public Speaking, Misty Megia. Mariette is a small business advisor and public educator helping Entre...
22 - The Journey to Tax Accounting Services with Platinum Book Keeper…
Your host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax prepar...
21 - The Credit Guy with Tri-Merit's Randy Crabtree
Your host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax bur...
20 - The Accounting Titan with GO CPA's Greg O'Brien
Jackie Meyer talks to Greg O'Brien in this episode of The Concierge CPA. According to his LinkedIn, Greg O'Brien is a CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-gro...
19 - The Royal and Wise Queen of QuickBooks with Royalwise's Alicia P…
Alicia Pollock is interviewed on this episode of The Concierge CPA. After falling into QuickBooks training over her many years of teaching and consulting, she's found a great niche educating business owners and accounting fir...
18 - Hoping for a Secure Future with Donny Shimamoto
Your host, Jackie Meyer, talks with the Founder of Intraprise TechKnowlogies, Donny Shimamoto. The visionary behind the Center for Accounting Transformation, Donny is leading a movement to enable transformation and change the...
17 - The Process Guy with Hall CPA PLLC's Brandon Hall
Your host, Jackie Meyer, talks with Brandon Hall, a Managing Partner at Hall CPA PLLC. Hall CPA offers accounting and tax services to grow your real estate business. Their specialized real estate expertise uncovers opportunit...
16 - Behind the Curtain with Realize's Jason Staats
Your host, Jackie Meyer, talks with the Founder of Realize, Jason Staats. Realize is a high-effort community of accounting firm leaders, who are growing together through collaboration. Jason created Realize when he noticed th...
15 - She Who Cares with Jones Taxing and Financial's Shanita Jones
Your host, Jackie Meyer, talks with the CEO and Founder of Jones Taxing and Financial, Shanita Jones. Jones T&F is focused on helping you overcome the stress of worrying about IRS compliance and so much more. They believe you...
14 - The Heater with Lorilyn Wilson
Your host, Jackie Meyer, talks with CPA and Author, Lorilyn Wilson. Lorilyn excels at distilling financial concepts into takeaways that business owners find actionable and clear. A proponent of modern accounting, she firmly b...
13 - The Social Butterfly with JWellsCFO's Jeremy Wells
Your host, Jackie Meyer, talks with the owner of JWellsCFO, Jeremy Wells. JWellsCFO is an accounting firm that specializes in helping owners of online businesses maximize their tax savings and build better businesses. They he...
12 - An attorneys insight on ERC and the IRS with Moskowitz LLP's Ste…
Your host, Jackie Meyer, talks with the Founder of Moskowitz LLP, Steve Moskowitz. Convinced that he could make a critical difference in the lives of small businesses and taxpayers in the Bay Area, Steve assembled a team of a...
11 - Driving Efficiency through Discipline with Chuck Bauer
In this episode of The Concierge CPA, your host Jackie Meyer talks with Chuck Bauer, Business Coach & Founder of the Chuck Bauer Sales Training & Business Consulting. Chuck shares the importance of building relationships with...
10 - Examples of Integrating Faith in Work with EIL's Joe Petersen
In this episode of The Concierge CPA, your host Jackie Meyer talks with Joe Petersen, CEO and Principal Charmain at C12 Business Forums . If there's anyone who's been through long years of leadership, it would be Joe - Chairm...
9 - Being Kind and Honest with Alex Meyer
In this episode of The Concierge CPA, your host Jackie Meyer chats with her daughter, Alex Meyer, the most feisty and passionate person she knows. Alex, who is currently in 10th grade, shares her love for math, art, animals, ...
8 - Time For Change with Martha Krejci
In this episode of The Concierge CPA, your host Jackie Meyer talks with Martha Krejci, Author, Keynote Speaker, Coach and CEO of the Martha Krejci Company . Martha shares how she decided to quit her old job at GoDaddy after …
7 - Pairing Solutions with Protea Financial's Zane Stevens
In this episode of The Concierge CPA, your host Jackie Meyer talks with Zane Stevens, Founding partner of Protea Financial . Zane shares his accounting journey with his wife and the story of his move to the United States from...
6 - Redeeming Your Time with Jordan Raynor
In this episode of The Concierge CPA, your host Jackie Meyer talks with Jordan Raynor, CPA, Author of Redeeming Your Time: 7 Biblical Principles for Being Purposeful, Present, and Wildly Productive , Podcaster and Senior Tax ...
5 - See Beyond The Numbers with Accounting and Taxes Corrin Woodard
In this episode of The Concierge CPA, your host Jackie Meyer talks with Corrin Woodard, CPA and Managing Director at Anne Arundel Accounting and Taxes, Inc . Corrin began her journey 15 years ago watching her father build the...
2 - Just Do It with Small Business Tax Savings Podcast's Mike Jesowsh…
In this episode of The Concierge CPA, your host Jackie Meyer talks with Mike Jesowshek, CPA, Entrepreneur, Founder and Host of the Small Business Tax Savings Podcast. Mike, a successful entrepreneur who started young, shared ...