Episodes

In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't become overwhelming burdens. Let's break free from the chains of overworking! Did you know that more than half of full-time workers report working more ...

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 importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If you're looking for practical strategies to help you utilize this...

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 effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accounting practices. Accuracy is a crucial aspect of AI, and we explore its reliability in various tasks. Our experts engage in a comprehensive discussion, s...

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 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative advancements and technologies driving Web 3 and discuss the potential impact it holds for various sectors and individuals. Shifting gears, we delve ...

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 and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept. During our discussion, we debate the possibility of AI taking over compliance tasks in audits and the urgent need for upskilling within the accounting profession to keep up with...

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 Entrepreneurs thrive by sharing the importance of small business financial management and leveraging technology to improve their processes. Misty is a Creative Director for high-achieving leaders who want to unmute themselves and give presentations that move people. She aligns th...

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 preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most. To learn more about Tania's work, click HERE. Interested in being a guest on the show? Apply HERE! Check out more of Jackie’s work at https://www.jack...

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 burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation. To lear...

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-growth individuals. Greg O'Brien is the Co-CEO of GO CPA. Greg founded GO CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues. To learn more about Greg's work...

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 firms on best practices and hacks for productivity. Jackie discusses everything from two amazing IT hacks that she knows nothing of, to working with your spouse and how to make it successful. In between, we talk about educating our industry and how vital it is to include QuickB...

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 world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques. Donny is the visionary behind the Center for Accounting Transformation and he's leading a movement to enable transformation and change the world fo...

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 opportunities other CPA firms miss. 80% of their advisors are real estate investors, and 100% are real estate investment experts. Their elite team of Real Estate CPAs will guide you through proactive tax planning and outsourced accounting services. After working with over 800+ investo...

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 there were no other peer-to-peer communities for accounting leaders to connect and communicate. Realize pays experts to run private sessions without the vendor filter. They give you a place to share ideas and find inspiration from others who run similar firms. Jason also has a...

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 deserve a business that helps you live life on your terms. They help you get a handle on your finances to save you money, increase your profits, and put an end to stressful guesswork. To learn more about Shanita's work, click HERE. Interested in being a guest on the show?...

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 believes that business owners—her clients—can find freedom and flexibility by embracing cloud-based accounting solutions. As a small business owner herself, Lorilyn’s goal is to equip business owners with the tools and support to move forward and grow their businesses with co...

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 help entrepreneurs manage their businesses, achieve financial peace, and pursue the lifestyle they desire. They build interactive spreadsheets, implement advanced tax strategies, and more to help ease your burden of running a business. They work with you throughout the year to...

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 attorneys and accountants who were as committed as he was to protecting business owners and taxpayers. Moskowitz LLP focuses on meeting the business and personal needs of its clients. The firm is comprised of attorneys, accountants, enrolled agents, paralegals, bookkeepers, a...

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 your staff, as well as your prospects and customers, to bring positive results to your business. Having been in the industry for so long, (and with both parents as entrepreneurs) Chuck has mastered some of the key elements to success: discipline, tenacity, and implementati...

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 - Chairman, Board, CEO, COO and more! He shares the foundations of their organization and the importance of integrating the Christian faith into the work. Although the journey was difficult for him, Joe recounts how the organization not only encouraged him, but also changed him, res...

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, and travel. She is smart like her mother and does exceptionally well on a day-to-day basis. Some of her favorite activities are singing, dancing, making moves with friends, playing football and flipping her hair. When asked what was that unique thing about her that not many...

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 realizing what she wanted to do to live her best life. What does the best life mean to her? Earning a million dollars in a year after discovering the best content strategy that will help scale a business. She's not talking about spending a lot of money on ads. In fact, it's ...

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 South Africa. Throughout his career, accounting and bookkeeping are Zane’ top priorities. However, after being exposed to the wine industry for so long, he became interested in starting a business that could provide better funding for the industry. It was then that Protea F...

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 Manager at Frankel Zacharia. Jordan encourages people from all walks of life to see work not as meaningless (a means to an end) or a way to prove to the world that you are special, unique and “better” than anyone else. Jordan says we need to see work through its primary purp...

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 their accounting firm from scratch. She shares how she started as a bookkeeper and the many opportunities that have opened up for her over the years before she joined her father’s firm in 2021. She shares her passion for tax planning as well as the many past and present challen...