Episodes
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 r...
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 ...
3 - When To Start Your Business with DLD Accountancy's Dennis Duban
In this episode of The Concierge CPA, your host Jackie Meyer chats with Dennis Duban, a fellow CPA, President and Owner of Los Angeles-based DLD Accountancy, LLP. Dennis is a graduate of a prestigious accounting school, and w...
4 - Dream Bold with Tatiana Tsoir
In this episode of The Concierge CPA, your host Jackie Meyer talks with fellow CPA, Business Coach, Author, Keynote Speaker, & Trainer for Entrepreneurs, Tatiana Tsoir . Tatiana shares her different take on the industry, work...
1 - The Concierge CPA with Jackie Meyer
In this episode of The Concierge CPA, host Josh Elledge talks with Jacqueline Meyer, Business Coach and Founder of Meyer Tax Consulting and TaxPlanIQ . Jackie believes that every CPA, accounting firm, and influencer, can make...