In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm…
Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone…
Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in…
In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore…
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…