Welcome to The Concierge CPA!

Videos

July 2, 2023

5 Steps to Find Discipline in Your Life | Jackie Meyer, The Concierge CPA

Today I'm sharing five steps to help you find discipline in your life. Identify goals, stay motivated, have a plan for success, develop accountability and practice self-care. #discipline #goals #motivation Find coaching at Jackie.Cpa. DM me for an exclusive invite to a session on what top 1% of accounting firms…

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June 5, 2023

Ask Jackie anything

#AskJackie Q&A time....hammered out several questions from accountants in the #accountingfirminfluencer group on facebook including: 1) Offshoring 2) Firing clients 3) Non-CPA firm owners 4) Training on the exact steps you can take tax prep firm to tax advisory 5) Who I recommend for biz tax compliance training Ask me…

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June 5, 2023

#AskJackie

#AskJackie Q&A time....hammered out several questions from accountants in the #accountingfirminfluencer group on facebook including: 1) Offshoring 2) Firing clients 3) Non-CPA firm owners 4) Training on the exact steps you can take tax prep firm to tax advisory 5) Who I recommend for biz tax compliance training Ask me…

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Nov. 10, 2020

TaxPlanIQ 4 min demo with Jackie Meyer using Section 139 deduction. Free Trial at taxplaniq.com

What is TaxPlanIQ, and why do accountants need it for tax planning? Value Price tax engagements Quote with an ROI Checklists and resources for implementing intermediate tax strategies Client assignments and portal Tax Planning Saas application for accountants! Get a free trial now at https://taxplaniq.com/free-trial-now/ Read more about Section 139…

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Aug. 21, 2019

Jackie Meyer CTC of the year 2019

"Nobody likes taxes, but for some reason, God blessed me with the gift of loving Tax Strategies so I try to bless others by taking control of that for them". Jackie Meyer CPA is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you.…

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Jan. 31, 2018

Tax Strategy - Early Adopters Always Win

2018 Tax Strategy

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Nov. 10, 2017

QBConnect Sneak Peak Of "Add Revenue W Tax Planning Services" THE WHY?

Practice run of my #QBConnect Class Jackie Meyer CPA is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you. If you are looking to increase your prices, improve your firm's workflow or work with better clientele. Join the mastermind group The Concierge CPA…

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Jan. 18, 2017

Intuit and Meyer Tax Consulting

Jackie Meyer recommends Intuit Proconnect for Tax Advisors Jackie Meyer CPA is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you. If you are looking to increase your prices, improve your firm's workflow or work with better clientele. Join the mastermind group The…

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July 20, 2016

Jackie Meyer CPA Firm of the Future Recommends Intuit Proconnect for Tax Advisors

Jackie Meyer recommends Intuit Proconnect for Tax Advisors Jackie Meyer CPA is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you. If you are looking to increase your prices, improve your firm's workflow or work with better clientele. Join the mastermind group The…

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