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
Calling all accountants and aspiring accountants! Discover the unexpected joys in presentations and personal growth. Courtney found the presentations surprisingly fun and valuable. Gain precious insights and feedback by watching others' presentations. Uncover the magic of "darbs" - it's mind-blowing! Plus, learn the art of time blocking for super productivity.…
Boost Client Relationships like a Pro!. #ClientRetention #AccountingTips #Networking
Secrets to Building and Growing Successful Accounting Firms | Learn the Strategies! Join our Exclusive Accounting Mastery Community with Tyler S. Clark the Co-Founder of Dream Firms, leader of the Proactive Accountants Community. In this game-changing video, we delve into the proven strategies for building and growing successful accounting firms.…
Wisdom in Business #shorts #BusinessSuccess #LeadershipTips
From Zero to Traction #shorts #Podcasting #SmallBusiness
Stay Sharp or Get Left Behind #shorts #AccountingTips #StayCurrent
Master Your Time: The Key to a 7-Figure Accounting Firm Join our Mastermind Group and revolutionize your practice today: https://yourcca.com/. Unlock the secrets of top-performing accounting firms! Dive into the essential strategies for structured weeks and time blocking that set 7-figure earners apart. Say goodbye to the hustle and hello…
Proactive Communication #shorts #ClientCare #ClientRelationships
Set Boundaries for Work-Life Balance #shorts #WorkLifeBalance #SelfCare
Face-to-Face in the Virtual Space #shorts #AccountingAdvice #ClientConnection
Progress Over Perfection #shorts #PodcastingTips #ContentCreation
Tax Tip: Launch a Business Early! #shorts #TaxSavings #FinancialTips
