On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of…
Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for…
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 TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the…
Join us in the revolution to redefine the accounting game. 🔍 Why stick to the status quo when we can break the mold together? 🌐 Our profession deserves innovation, not a replay of the past 80 years. Let's move forward, leaving the "dark ages" behind! 📈💡 📌 Connect with Randy…
Join Us for an exclusive podcast episode with Randy Crabtree, where we delve into the world of accounting firm excellence! 🌐 In this episode, we uncover the path to success, daily habits, and influential factors shaping the industry. Every person has a unique message that can positively impact the world,…
Exciting News! Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from industry experts. 🔍 Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! 🎙️💼 Gain insights…
Exciting News! Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from industry experts. 🔍 Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! Gain insights into…
Welcome to another exciting episode of the Concierge CPA podcast! 🎉 In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. 📚 We delve into his journey, including insights from his time in the CCA coaching program. Want to learn about…
In this exclusive discussion, we unravel game-changing insights into redefining pricing models for accountants. 🚀 Dive into the secrets of transforming your accounting practice from chaos to clarity. Discover the power of strategic niching with real impact! 💰💼 🔗 Connect with GeraldineConnect with Geraldine Carter on LinkedIn at https://www.linkedin.com/in/geraldine-carter/. Visit…
Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and…
Welcome to the Concert CPA podcast! I'm your host, Jackie Meyer, and today, In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience. Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David,…
Welcome to the Concert CPA podcast! I'm your host, Jackie Meyer, and today, In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience. Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David,…
Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference. Our discussion goes…
Building a Tax Community with Heart Embracing Gratitude & Sharing Knowledge! #Tax #Gratitude #Wisdom
Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference. Our discussion goes…
Smart Money Moves: Start Small, Secure Big! 💰#FinancialPlanning #SmartInvesting #MoneyMindset
Tech Talk: Building Websites in the 2000s! #TaxExpertise #WebDevelopment #Blogging
CPA Life: We're More Than Number Crunchers! #CPALife #UnderstandingClients #WorkLifeBalance
Mastering Tax Law & Life: Insights from Forbes' Tax Girl, Kelly Phillips Erb Ready for in-depth tax law insights and balancing life as a professional? Visit https://www.jackiemeyercpa.com/ for unparalleled expertise and guidance in the field of accounting and tax law. Join me for a chat with Forbes' Tax Girl, Kelly…
Learning the ropes is a journey - what's your style? Real-time learning? Seeing others in action? It's all about finding your groove in accounting. Time blocking and structured weeks made a world of difference for me! Reinforcing key concepts and embracing value pricing is our golden ticket to success. Discover…
Welcome to the future of our profession - become a concierge accountant and gain a competitive edge! It's all about those extra touches that set you apart. In our course, we dive deep into the specifics to propel your success. Don't miss this chance to level up your accounting career!…
If your 1-meeting close isn't cutting it, it's time to level up your game! Discover the magic of presentations and the game-changing two-meeting close. Learn how to leverage your unique personality to win over clients and close deals like a pro. Don't leave money on the table! #Presentations #AccountingSuccess #ClosingDeals
Unleash the power of value pricing and watch your business grow. Discover the secrets to keeping your favorite tax return clients and offering them premium services. Time blocking - the ultimate tool for work-life balance! Kickstart your weekends and work smarter, not harder. Join the revolution! #ValuePricing #TimeManagement #AccountingPros
Ready to ace the personality game? Discover a secret weapon that will transform your pitches and client interactions. Learn from a pro – the top realtor in Grand Cayman – and her incredible flashcards! Unleash your potential. Become the expert who can teach without looking back! #PersonalityMastery #PitchPerfect #RealtorSkills