Shows
The Key of Imagination: A Twilight Zone show with Joe MeyerKOI: A Twilight Zone Show - Nervous Man in a Four Dollar Room #39This week, we're taking a look at the Twilight Zone episode "Nervous Man in a Four Dollar Room." For Jackie Rhoades, nothing comes easy. Ever since he was a young boy, he has had to prove himself. However, instead of these difficult moments fashioning him into a strong, independent person, it has simply reduced him to a lacky--an individual who only finds purpose through someone else's eyes. In this case, that someone else just happens to be a no-good criminal by the name of George. In this KOI episode, we're going to dive deeper into the psychology behind the...2025-04-2625 min
The Concierge CPA65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on TaxesIn this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to retirement planning, focusing on the benefits of solo 401(k) plans, government incentives for small employers, and common misconceptions about retirement contributions. The episode concludes with a lightning round of questions, providing light-hearted insights into the world of tax and finance.🔗 Connect wit...2025-04-0742 minThe Concierge CPA64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy SeasonIn this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory services. The conversation also touches on coaching programs and the need for effective communication in professional settings, culminating in a rapid-fire round of fun questions.🔗 Connect with Amy Vetter, MBA, CPA, CITP, CGMA, CSP, RYThttps://www.linkedin.com/in/amyvettercpa2025-03-3139 minThe Concierge CPA63 - The Tribal Tax Credit: What Every Advisor Needs to Know Before Recommending ItIn this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also touches on the future of tax advisory services and best practices for tax professionals in navigating this new landscape.🔗 Connect with Chad Koebnickhttps://www.linkedin.com/in/chad-koebnick-tax/https://nepsis.com/🔗 Connec...2025-03-2439 minThe Concierge CPA62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in OfficeIn this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the introduction of the 831B tax code, the challenges posed by IRS regulations, and the importance of understanding unique business risks. Van emphasizes the need for business owners to educate themselves about risk management tools and the significance of proactive planning in navigating the complexities of insurance and compliance, especially as the Trump administration makes changes.🔗 Connect with Van Carlson2025-03-1758 min
Healthy Wealthy & Wise AccountantsThe Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value PricingSummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in...2025-03-1338 min
Tax Rep Network with Eric GreenHow To Help Clients Save Tens Of Thousands Of Dollars With Dr. Jackie MeyerHelp clients save tens of thousands of dollars in taxes! Joining Eric Green on this week's podcast is CPA and Tax Plan IQ founder Dr. Jackie Meyer. She explains how their tax consulting works, how the ROI sells itself, and how to use it best to maximize your practice and end the squeeze of cheap fees. If you want to try it out and see for yourself, Dr. Jackie's ROI Calculator can be found here.2025-02-1234 minThe Concierge CPA61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave SpenceIn this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how to create scalable accounting practices. Learn about overcoming industry challenges, identifying red flags in partnerships, and building tax-free income sources for the future. This episode is packed with actionable insights for accountants and financial advisors looking to elevate their services and plan for long-term success.🔗 Connect with Dave Spence, CPA, CFP, CLU, PFShttps://www.linkedin.com/in/davespencecfp/htt...2025-01-3146 minThe Concierge CPA60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory GroupIn this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to approach partnerships, embrace cultural alignment, and redefine success in the accounting industry. Perfect for accountants, entrepreneurs, and professionals seeking actionable advice to scale their businesses and achieve growth!00:03:32 Tell us a little bit about your background and where you are today.00:06:41 How did you turn...2025-01-2152 minThe Concierge CPA59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?2025-01-1348 minThe Concierge CPA58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris FarrellIn this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows, enhancing client communication, and streamlining operations. Chris shares insights into the importance of secure client portals, the shift towards self-service tools, and the role of technology in improving client experiences. Tune in for expert advice on how accounting firms can embrace change and thrive in the digital age.00:12:50 What is the biggest challenge accounting firms are facing today?2025-01-0848 min
Practice Success PodcastDr. Jackie Meyer Redefines Success in AccountingDr. Jackie Meyer discusses her challenges with chronic fatigue and how they served as a turning point, inspiring her to redefine her career. Through her story, she highlights the importance of embracing leadership and prioritizing work-life balance to achieve personal fulfillment and professional success.2025-01-0830 min
Financial ClarityTax Planning Strategies That Save You Money With Jackie MeyerJackie Meyer is the Founder and President of TaxPlanIQ, a software platform that equips tax advisors with tools to streamline tax planning and maximize client savings. A CPA with extensive experience, Jackie previously owned an award-winning CPA firm and developed the ROI Method of Value Pricing to align services with client value. She is also an educator and speaker focused on improving financial literacy and efficiency for professionals and small businesses. In this episode… Are you paying more taxes than you should? Many business owners assume their CPA or tax preparer has every deduction and st...2024-12-1742 min
The Concierge CPA58 - Maximizing Tax Strategies: Heidi Henderson on CPA InnovationsIn this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?00:11:39 What is...2024-12-0448 minThe Concierge CPA57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’sIn this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding the right partners, avoiding common pitfalls, and exploring industry initiatives designed to strengthen collaboration and client value.2:01 How did you get into financial planning and wealth management?4:08 How would you define a virtual family office?6:02 What do you think about...2024-11-2047 minThe Concierge CPA56 - How to Benchmark Better for AdvisorsJoin Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, can elevate client advisory services across accounting, banking, and beyond.00:01:25 What is Vertical IQ?00:02:02 How does an advisor typically use Vertical IQ?00:04:15 Does Vertical IQ include benchmarking data?00:07:27 Wh...2024-11-1342 min
From Zero to Millions: Accounting EditionThe ROI Method of Tax Planning and Value Pricing with Jackie MeyerIn this episode, we sit down with the incredible Jackie Meyer, a powerhouse in the accounting world with a journey that’s nothing short of inspiring. Jackie takes us through her path to becoming a CPA and shares the ups and downs of her career and how she took the bold step of starting her own firm. We dive deep into the strategies that helped grow her business including her game-changing approach to value pricing—one of Jackie’s key tools for success.But that’s not all! We also explore how Jackie’s innovation led her to create...2024-11-1330 minThe Concierge CPA55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer BakerIn this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Planner, navigating the world of independent financial advising. Don’t miss the in-depth conversation on strategies that can make a significant difference for tax-conscious business owners.00:01:07 What are the differences between defined benefit plans and cash balance plans?00:02:04 How did you get into...2024-11-0434 minThe Concierge CPA54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today?2:40 What makes 1031's so complex? Tell us more about that.3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in4:35 There are certain states that don't necessarily recognize like kind exchanges like others. Is that correct?5:59 What are some other things to kind of look out for and who's a good...h...2024-10-1742 minThe Concierge CPA53 - How To Go Global with Nick Sinclair of TOA4:04 Rob Nixon - who coaches accounting firms6:44 Where are the offices of TOA Global? How did you decide where to put offices?10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it.10:21 With outsourced functions, what all do ya'll provide? What are accounting firms kind of demanding or really needing right now? What's in high demand?12:17 What are your thoughts around advisory...2024-10-0340 min
Thrivecast: A Podcast for AccountantsEpisode #159: Strategic Tax Planning and Leadership with Jackie MeyerWelcome back to Thrivecast! In today's episode, Jason and Jackie Meyer, dive into the dynamic world of tax planning and strategic leadership. Holding a doctorate in strategic leadership, Jackie discusses the significance of setting personal boundaries, the value of in-person meetings, and her journey in hiring a CEO to focus on her book and career advancements.
We'll explore the high ROI potential of tax planning, the importance of strategic pricing, and how Jackie's SaaS product, Tax Plan IQ, is transforming the accounting industry. Join them as they navigate through the distinctions of tax advisory services, manage a busy schedule, and...2024-09-2543 minThe Concierge CPA52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual2:33 Tell us a bit about your firm and how you got to where you are.3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm?5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it?7:18 You said you fell in love with tax prep and review. You're one of the few people I've heard say that. What made you fall in love with tax prep?2024-09-1949 minThe Concierge CPA51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQJoining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax strategies.Shauna holds a Master’s Degree in Taxation from Arizona State University and is one of only five Certified Tax Coaches in Arizona. Her innovative approach to tax planning has earned her features in For...2024-09-1048 minThe Concierge CPA50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQIn this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let...2024-08-2756 min
The Jeff Crilley ShowDr. Jackie Meyer, CPA, The Concierge CPA Podcast | The Jeff Crilley ShowThe cool thing about CPAs is that they get to know their clients intimately. They get to see all their books and see where all the money leaks are. So, they become great advisors when it comes to how to scale your business. My next guest knows that very well. Dr. Jackie Meyer, with The Concierge CPA Podcast, is in the studio.2024-08-2612 minThe Concierge CPA49 - Lessons from Gaynor Hardy's Marketing JourneyToday’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey from Thomson Reuters Tax and Accounting to her own marketing business. They talk about the challenges accountants face in balancing client service with business development, consultative selling, effective marketing strategies, and the importance of clarity on websites and targeting ideal clients. The conversation also covers advisory services, referral ma...2024-07-0844 min
The Tech Talk for Accountants ShowEpisode 371: Jackie Meyer - Tax Planning in the Digital AgeIn this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.
The conversation also touches on personal experiences with investing, the value of professional expertise, and the importance of adapting to client needs. Overall, the episode provides insights into how accountants can expand their services, increase their value to clients, and adapt to changes in the industry.
2024-06-2445 minThe Concierge CPA48 - Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm GrowthIn 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 in Chicago that focuses on providing exceptional small business accounting services. Join us as we dive into Alton's journey and gain valuable insights into the world of accounting and entrepreneurship.🔗 Connect with Alton Bellhttps://www.linkedin.com/in/alton-bell-ii-ea-a738667https://www.bell-tax.com...2024-06-0348 min
Christ In All ThingsMeet Jackie Meyer. Part 2In Part Two of our conversation with Jackie Meyer she noted that of those conceived with Turner’s Syndrome only two percent live to birth. As a result, Jackie has a profound sense of thankfulness and purpose. This thankfulness and purpose deeply informs the adoption and parenting of their son, indeed, the whole of her life and service in the church, especially with “the little things.” Recorded 21 February, A.D. 20242024-05-2332 min
Christ In All ThingsMeet Jackie Meyer. Part 1Jaclyn Marie Meyer’s doctor once described her as “the little engine that could.” When you listen to this conversation you’ll understand why that is apt, for Jackie Meyer has had her challenges since birth. In this episode we talk about her Turner’s Syndrome with candor and Christian hope. Among other things, we hear the wonderful story of her early-twenties encounter with a college lad named Dave Meyer and how life at St. Paul’s shaped her significantly.It seems that Jackie serves everywhere in the congregation, but—as we joke—“in a diminutive way.” Her service, unlike...2024-05-2230 minThe Concierge CPA47 - The Evolution of Amber Setter: A Story of Transformation and LeadershipToday 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 of genius' and how she reinvented herself within the accounting industry. Amber also shares her unique perspective on leadership, emphasizing the distinction between technical problems and adaptive challenges.🔗 Connect with Jackie MeyerJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Insta...2024-05-2248 minThe Concierge CPA46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse RubenfeldToday 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 an exciting transition phase. 🔗 Connect with Jackie MeyerJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemeyerCPAJackie’s work at https://www.jackiemeyercpa.com🔗 Connect with Tom Zehentnerhttps://www.link...2024-05-1450 minThe Concierge CPA45 - The Growing Field of Cannabis Accounting: Challenges, Opportunities, and AdvocacyIn 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 shifting perceptions, tax complexities, potential regulatory changes, operational challenges, and psychedelics' mental health benefits. Naomi also discusses her advocacy efforts and the importance of regulatory clarity, concluding with insights into the implications of the cannabis industry on accounting and tax planning, stressing the necessity of professional certification.🔗 Con...2024-05-0145 minThe Concierge CPA44 - Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' CommitmentOn 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 offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alexandra also highlights the company's commitment to providing a wide range of services, from tax preparation to bookkeeping, to meet the diverse needs of their clients.🔗 Connect with Jackie Meyer Jackie's LinkedIn at https://www.l...2024-04-2342 minThe Concierge CPA43 - Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue GrowthToday 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 operational efficiency and increasing revenue, providing invaluable insights for aspiring entrepreneurs and established business owners alike.🔗 Connect with Jackie Meyer and Julie SmithJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemeyerCPAJackie’s work at https://www.jac...2024-04-0151 minThe Concierge CPA42 - The Future of TaxPlanIQ: A Conversation with CEO Dave LukasToday 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 unique value it brings to clients.🔗 Connect with Jackie Meyer and Dave LukasJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemeyerCPAJackie’s work at https://www.jackiemeyercpa.comDave's LinkedIn at https://www.linkedin...2024-03-0741 min
The Influential Advisor045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech InnovatorIn this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisfaction.We also talk about our upcoming attendance at the Elite Growth Academy in San Diego and explore Jackie's expertise in tax advisory services, highlighting their benefits for both financial advisors and accountants.Jackie Meyer's Professional EvolutionFrom CPA to Innovator...2024-03-0623 minThe Concierge CPA41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia"Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. 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 cutting-edge accounting tools and strategies. Uncover the secrets to navigating financial statements, tax planning, and industry benchmarks. Elevate your accounting game with the Unofficial Quickbooks Accountants Podcast!TimeStamps :[02:09] - Hector and Alicia introduce themselves[03:27] - Discussion starts about the podcast's early...2024-02-2351 minThe Concierge CPA40 - Mastering the CPA Game with Mike PayneIn 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 the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client profiling? Join us for an insightful conversation that's bound to spark inspiration and growth!Catch a glimpse of the strategies, mindset shifts...2024-02-1642 minThe Concierge CPA39 - A Deep Dive into Defined Benefit Plans with Financial Guru David PodellIn 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, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about front-loading contributions, combination plans, and the potential for six-figure tax savings. David emphasizes simplicity, efficiency, and customization for optimal results.What you'll hear in th...2024-02-0946 minThe Concierge CPA38 - Pricing With Purpose with Geraldine CarterIn this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfaction. The episode covers a range of topics, including the pitfalls of traditional pricing models, the power of value pricing, and the transformative impact of specializing in a niche market. Jackie and Geraldine, both seasoned professionals, share their personal experiences and offer practical advice for...2024-01-3044 minThe Concierge CPA37 - Bottoms Up - Raising the Bar With Seth DavidIn 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 the realization that hitting rock bottom isn't a prerequisite for recovery.Seth's career took an unconventional turn as he pursued his passion for creativity rather than sticking to accounting as a fallback. He shares his challenges in toxic work environments, especially during his time at a CPA firm, where he grappled with tax returns and felt unsupported by colleagues. This...2023-12-2147 minThe Concierge CPA36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian StreigWelcome 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 deep as we dive into pressing issues in the accounting industry, including mental health, diversity, and self-care. We believe that fostering a supportive and inclusive environment is crucial, and our discussion reflects that passion. Of course, we'll also delve into the nitty-gritty of tax legislation and firm...2023-12-0744 minThe Concierge CPA35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips ErbKelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.Kelly shares how her career took a fascinating turn from litigation to tax law and her journey sheds light on the pivotal role mentors play in shaping our professional paths. There's so much...2023-11-2358 minThe Concierge CPA34 - Bridging the Gap with Tri-Merit's Randy CrabtreeToday, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics.We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy has taken to infuse wellness initiatives and community-building into his conferences. From there, we take a deep dive into the potential changes to future conferences he hosts. Randy shares...2023-11-0938 minThe Concierge CPA33 - Accounting Highs and Lows With Visionary Scott ScaranoI'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the idea that your passions can coexist with your profession, even in traditionally conservative fields like accounting.But that's just the tip of the iceberg! Scott goes on to share invaluable insights into branding and the inner workings of his successful accounting...2023-10-2637 min
Accounting High178 Recognizing Patterns of Fear in Accounting (feat. Jackie Meyer, CPA)Episode 178
FACULTY: Jackie Meyer, CPA
CLASS: #TheGuide
TITLE: Recognizing Patterns of Fear in Accounting
In this podcast episode, Scott interviews Jackie Meyer, CPA, the Founder of TaxPlanIQ.com, TaxPlanningMasterclass.com, and Certified Concierge Accountant mastermind classes. Jackie shares her path to becoming an accountant and her involvement with the Intuit Tax Council. The episode delves into the dynamics of visionaries and integrators, along with the distinctions between being a coach and a counselor.
Introducing Jackie
How Jackie Became an Accountant
Exposure to poor leadership in the accounting field
Jackie's journey from starting a CPA practice to selling it
The e...2023-10-1557 minThe Concierge CPA32 - The AI Thinktank with Randy Johnston and Brian TankersleyToday we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, this is a game-changer! From crunching numbers to optimizing financial strategies, these cutting-edge technologies are revolutionizing how we approach accounting.But hold on, it gets even more thrilling as we explore the nexus of big data, quantum computing, and cybersecurity. We're...2023-10-1247 minThe Concierge CPA31 - A Journey Of Faith in Finance with Keith ConleyWe're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generational wealth transfer planning. Keith emphasizes that wealth often dissipates from the first to the third generation, underscoring the need to preserve and share the story of wealth.Keith provides valuable insights into collaborative advisory...2023-09-2853 min
Business Strategy for CPA's263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPAHey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered...2023-09-2738 minThe Concierge CPA30 - How to Hire a Tax PlannerI'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss.I open up about my journey as the mastermind behind the Concierge Accountant Program and Tax Plan IQ, a groundbreaking tax planning software. My passion for uplifting the accounting profession and helping clients thrive in what they love to do has been a big motivator for me!2023-09-1432 minThe Concierge CPA29 - The Secret Behind the Top 1% Accounting FirmsGet ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling firms from rock bottom to the pinnacle of success. With over two decades in the field, Chuck's insights are like gold nuggets that promise to transform your perspective on the industry.Now, let's zoom into the here and now – the ev...2023-08-3147 minThe Concierge CPA28 - Don't Drop Your Balls: The Art of PrioritizationIn this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't become overwhelming burdens. Let's break free from the chains of overworking!Did you know that more than half of full-time workers report working more than 40 hours a week? It might seem glamorous or like something you...2023-08-1731 minThe Concierge CPA27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica SmithI'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT.We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If you're looking for practical strategies to help you utilize this emerging technology in your accounting practice, look no further!The panel speculates on the future of the accounting...2023-07-2756 minThe Concierge CPA26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason StaatsIn this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accounting practices.Accuracy is a crucial aspect of AI, and we explore its reliability in various tasks. Our experts engage in a comprehensive discussion, shedding light on the current state of AI accuracy and its limitations. The integration of ChatGPT in Firefly...2023-07-131h 01The Concierge CPA25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal WamplerI am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields.Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative advancements and technologies driving Web 3 and discuss the potential impact it holds for various sectors and individuals.Shifting gears, we delve into what keeps Crystal balanced and happy in this world. Her insights and practices provide actionable tips...2023-06-2943 minThe Concierge CPA24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon WeinsteinI'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept.During our discussion, we debate the possibility of AI taking over compliance tasks in audits and the urgent need for upskilling within the accounting profession to keep up with the rapid advancements in AI technology. As we examine the dynamics of...2023-06-2256 minThe Concierge CPA23 - Being Present with Mariette Martinez and Misty MegiaYour host, Jackie Meyer, talks with IRS Enrolled Agent Mariette Martinez and the CEO and Creative Director of the Theatre of Public Speaking, Misty Megia. Mariette is a small business advisor and public educator helping Entrepreneurs thrive by sharing the importance of small business financial management and leveraging technology to improve their processes. Misty is a Creative Director for high-achieving leaders who want to unmute themselves and give presentations that move people. She aligns theatre with the corporate world, helping your speech remain alive in the memory of your audience, and persuading investors, executives, teams, and peers to take...2023-04-1750 min
Keep What You EarnHow to Hire a Tax Planner with Jackie MeyerI had the pleasure of speaking with Jackie Meyer, a seasoned CPA and tax professional with over 20 years of experience. We delved into the topic of tax planning, how taxpayers can save money on their taxes, and how taxpayers can determine if their tax preparer is truly saving them money vs just filing their return. We discussed how to communicate with your tax professional to ensure you are receiving comprehensive tax planning services, not just tax filing. Jackie explained the differences between a tax preparer and a tax advisor and shared the questions that taxpayers should be...2023-04-1332 minKeep What You EarnHow to Hire a Tax Planner with Jackie MeyerI had the pleasure of speaking with Jackie Meyer, a seasoned CPA and tax professional with over 20 years of experience. We delved into the topic of tax planning, how taxpayers can save money on their taxes, and how taxpayers can determine if their tax preparer is truly saving them money vs just filing their return. We discussed how to communicate with your tax professional to ensure you are receiving comprehensive tax planning services, not just tax filing. Jackie explained the differences between a tax preparer and a tax advisor and shared the questions that taxpayers should be...2023-04-1332 minThe Concierge CPA22 - The Journey to Tax Accounting Services with Platinum Book Keeper's Tania SantosYour host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most.To learn more about Tania's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie’s work at https://www.jackiemeyercpa.com/. 2023-04-1041 minThe Concierge CPA21 - The Credit Guy with Tri-Merit's Randy CrabtreeYour host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.To learn more about Randy's work, click HERE.Interested in being a guest on the show? Apply HERE! Check o...2023-04-0649 minThe Concierge CPA20 - The Accounting Titan with GO CPA's Greg O'BrienJackie Meyer talks to Greg O'Brien in this episode of The Concierge CPA. According to his LinkedIn, Greg O'Brien is a CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-growth individuals. Greg O'Brien is the Co-CEO of GO CPA. Greg founded GO CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues.To learn more about Greg's work at GO CPA, click HERE.Interested in being a guest on the show? Apply HERE! 2023-04-0356 minThe Concierge CPA19 - The Royal and Wise Queen of QuickBooks with Royalwise's Alicia PollockAlicia 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 firms on best practices and hacks for productivity. Jackie discusses everything from two amazing IT hacks that she knows nothing of, to working with your spouse and how to make it successful. In between, we talk about educating our industry and how vital it is to include QuickBooks in basic education at firms during the great resignation. We also discuss how we met at appyhourcamp...2023-03-2746 min
CPA Trendlines PodcastsJackie Meyer: Be a problem solver, not a number cruncher.Jackie Meyer is a fan of value pricing and niching your practice. Her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients. Her own firm tripled revenues by focusing on tax planning. Firms that focus on low-volume, highly-niched areas solve several problems at once. 2023-03-2126 minThe Concierge CPA18 - Hoping for a Secure Future with Donny ShimamotoYour 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 world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques. Donny is the visionary behind the Center for Accounting Transformation and he's leading a movement to enable transformation and change the world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques.To learn more about Donny's work with ITK, click HERE.2023-03-2049 minThe Concierge CPA17 - The Process Guy with Hall CPA PLLC's Brandon HallYour 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 opportunities other CPA firms miss. 80% of their advisors are real estate investors, and 100% are real estate investment experts. Their elite team of Real Estate CPAs will guide you through proactive tax planning and outsourced accounting services. After working with over 800+ investors, they designed four core services to meet the needs of growth-minded real estate investors. To learn more about Brandon's work, click HERE.2023-01-1651 minThe Concierge CPA16 - Behind the Curtain with Realize's Jason StaatsYour 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 there were no other peer-to-peer communities for accounting leaders to connect and communicate. Realize pays experts to run private sessions without the vendor filter. They give you a place to share ideas and find inspiration from others who run similar firms. Jason also has a large social media presence, and he talks about building calm, resilient accounting firms.To learn more about Jason's work...2023-01-0940 minThe Concierge CPA15 - She Who Cares with Jones Taxing and Financial's Shanita JonesYour 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 deserve a business that helps you live life on your terms. They help you get a handle on your finances to save you money, increase your profits, and put an end to stressful guesswork. To learn more about Shanita's work, click HERE.Interested in being a guest on the show? Apply HERE! Check o...2022-12-3146 minThe Concierge CPA14 - The Heater with Lorilyn WilsonYour 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 believes that business owners—her clients—can find freedom and flexibility by embracing cloud-based accounting solutions. As a small business owner herself, Lorilyn’s goal is to equip business owners with the tools and support to move forward and grow their businesses with confidence. She also hosts her own tax-law podcast, The Good, The Bad, and the Ugly Accounting Podcast.To learn more about Lorily...2022-12-2648 minThe Concierge CPA13 - The Social Butterfly with JWellsCFO's Jeremy WellsYour 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 help entrepreneurs manage their businesses, achieve financial peace, and pursue the lifestyle they desire. They build interactive spreadsheets, implement advanced tax strategies, and more to help ease your burden of running a business. They work with you throughout the year to identify and resolve issues preventing you from running the best business you can and living the best life you want.To learn m...2022-12-1936 minThe Concierge CPA12 - An attorneys insight on ERC and the IRS with Moskowitz LLP's Steve MoskowitzYour 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 attorneys and accountants who were as committed as he was to protecting business owners and taxpayers. Moskowitz LLP focuses on meeting the business and personal needs of its clients. The firm is comprised of attorneys, accountants, enrolled agents, paralegals, bookkeepers, and other assorted professionals. They also partner with engineers, private investigators, appraisers, and fiduciaries. To learn more about Steve's...2022-12-1224 min
The CPA Advisory ShowHow to Build a High Value Tax Advisory Firm with Jackie MeyerIn this episode of the podcast, Jeremy and Chris speak with special guest Jackie Meyer (@JackieMeyerCPA on Twitter). Jackie is a tax advisory savant and also the founder of a tax planning software, TaxPlanIQ. The key takeaways from the episode are:
How to identify ideal clients for your advisory services
What a profitable tax advisory engagement looks like
How to set boundaries in your firm and with your clients
The first tactical step to move yourself from “stuck” to a profitable, manageable firm
How software can assist in a tax planning engagement
Follow the show on Twitter @CPAA...2022-11-1650 min
Accounting Talent PodcastThe Role of Coaching for Accountants: Jackie MeyerOn behalf of the Accounting Influencers Broadcast Network, this is the "Influencers in Accounting" show, going live every Wednesday. Subscribing gets you deep dive interview with top authors, leaders, thinkers and performers in the accounting and fintech world. They're all 30mins max so you can digest them 'on the go'.Episode 16. In today's interview, "The Role of Coaching for Accountants: Jackie Meyer."Jackie Meyer specializes in providing innovative tax strategies for executive clientele for a high return on investment. She leads her own team of top-tier public accountants spanning across the US operating with 100% virtual...2022-10-1826 minThe Concierge CPA11 - Driving Efficiency through Discipline with Chuck BauerIn 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 your staff, as well as your prospects and customers, to bring positive results to your business. Having been in the industry for so long, (and with both parents as entrepreneurs) Chuck has mastered some of the key elements to success: discipline, tenacity, and implementation.As a business coach, Chuck urges organizations to practice self-discipline - no matter the downside- if they w...2022-10-1728 minThe Concierge CPA10 - Examples of Integrating Faith in Work with EIL's Joe PetersenIn 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 - Chairman, Board, CEO, COO and more! He shares the foundations of their organization and the importance of integrating the Christian faith into the work. Although the journey was difficult for him, Joe recounts how the organization not only encouraged him, but also changed him, resulting in a paradigm shift in the way he runs his business and lives his...2022-10-1027 minThe Concierge CPA9 - Being Kind and Honest with Alex MeyerIn 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, and travel. She is smart like her mother and does exceptionally well on a day-to-day basis. Some of her favorite activities are singing, dancing, making moves with friends, playing football and flipping her hair. When asked what was that unique thing about her that not many people knew about, she replied that she didn't have a favorite color...2022-10-0310 minThe Concierge CPA8 - Time For Change with Martha KrejciIn 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 realizing what she wanted to do to live her best life. What does the best life mean to her? Earning a million dollars in a year after discovering the best content strategy that will help scale a business. She's not talking about spending a lot of money on ads. In fact, it's the ex...2022-09-2628 minThe Concierge CPA7 - Pairing Solutions with Protea Financial's Zane StevensIn 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 South Africa. Throughout his career, accounting and bookkeeping are Zane’ top priorities. However, after being exposed to the wine industry for so long, he became interested in starting a business that could provide better funding for the industry. It was then that Protea Financial was created. The mission is simple: to provide high quality and more affordable accounting ser...2022-09-1937 minThe Concierge CPA6 - Redeeming Your Time with Jordan RaynorIn 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 Manager at Frankel Zacharia.Jordan encourages people from all walks of life to see work not as meaningless (a means to an end) or a way to prove to the world that you are special, unique and “better” than anyone else. Jordan says we need to see work through its primary purpose: to reflect the character of a creative working God. He believes that...2022-09-1250 min
The Power of Authority SpotlightCoaching Accounting Firm Owners With Jackie MeyerJackie Meyer is a Concierge CPA and the Founder and CEO of TaxPlanIQ and Meyer Tax Consulting. At TaxPlanIQ, she focuses on helping accounting firm owners implement tax planning solutions for their businesses while increasing revenue and saving time. TaxPlanIQ.com is an intuitive platform that allows tax practitioners to start demonstrating tax savings to their clients within 30 minutes. Meyer Tax Consulting is the industry-leading advisory firm that designs customized inventive tax strategies for high-net-worth individuals, equipping them to live fruitful lives and leave lasting legacies for their families and beyond.Jackie is also a business coach...2022-09-1219 minThe Concierge CPA5 - See Beyond The Numbers with Accounting and Taxes Corrin WoodardIn 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 their accounting firm from scratch. She shares how she started as a bookkeeper and the many opportunities that have opened up for her over the years before she joined her father’s firm in 2021. She shares her passion for tax planning as well as the many past and present challenges she faces. Corrin also acknowledges how difficult it has been for her...2022-09-0530 min
Be Encouraged! Podcast with Jackie BrindleEpisode # 93 Change. What Can it Teach Us? with guest speaker JaiWelcome to the BE ENCOURAGED! Podcast! I am your host Jackie Brindle and you are listening to episode # 93!
Here, on the BE ENCOURAGED! Podcast, I love to have conversations that are uplifting. But sometimes what’s uplifting is knowing that you aren’t alone through life. And like my kids —-- life can get messy and it feels like your’e always cleaning up messes in every room. The plans of the day can change quickly, especially if you have little ones in tow.
Much like life, our stories can be filled with messes and plans that don’t work out and ca...2022-09-051h 03The Concierge CPA2 - Just Do It with Small Business Tax Savings Podcast's Mike JesowshekIn 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 his journey and what he learned from the many stages of his life, including massive failures and successes. He believes in the power of collaboration where professionals begin to align with the same goal, be there for each other and not feel alone. Over his 4 years of podcasting, Mike has shared the importance of taking things one s...2022-08-2230 minThe Concierge CPA3 - When To Start Your Business with DLD Accountancy's Dennis DubanIn 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 winner of the John F. Forbes Gold Medal and the Elijah Watt Sells Award. He continuously shares his failures and successes in the industry as he enjoys a fulfilling career. His genuine love for helping people achieve their dreams has helped him build his accounting firm in such a unique and valuable way. This has earned him the trust and l...2022-08-2237 minThe Concierge CPA4 - Dream Bold with Tatiana TsoirIn 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, working as a business coach, CPA and author. She understands the exhaustion and struggles of every CPA, but urges to make the journey even more fun. As an author, she realized the importance of continuing education around the industry. According to Tatiana, the more you learn, the more you can support and add value to your customers.Tatiana also...2022-08-2234 min
Creating a Culture of Innovation12 - The CPA Space with TaxPlanIQ's Jackie MeyerIn today's episode, we're talking with Founder & CEO of Meyer Tax Consulting Jackie Meyer about how she innovated the CPA space by building her own accounting tool, TaxPlanIQ!Learn more about Meyer Tax Consulting: https://www.meyertax.com/Learn more about TaxPlanIQ: https://www.taxplaniq.com/-----Want to learn more about us? Visit our website:https://nerdssupport.com/Or Contact Us for a FREE IT assessment at:305-551-2009Follow Us on Social Media!LinkedIn: https://www...2022-07-1815 min
Be Encouraged! Podcast with Jackie BrindleEpisode # 85 Life is a Battlefield, so Put on the Full Armor of God with guest speakers: Jai, Erin Cluley, and Ginger StacheWelcome to the BE ENCOURAGED! Podcast! You are listening to episode 85! I wanted to say thank you for taking time out of your day to listen! This space in your day is meant to lift you up and onward!
I believe that there’s always something powerful that happens, when I listen to an encouraging word; that is something relatable and I can learn something new!
Today, I have three very special guests with me to help do all of those things I mentioned!
We will dive into the topic of putting on the...2022-07-0453 minThe Concierge CPA1 - The Concierge CPA with Jackie MeyerIn 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 an impact in this world. Her advocacy aims to provide them with a platform to share what they uniquely do, challenges they have overcome in their practices, and other fun things about themselves. Meyer has also expressed interest in radically transforming the industry, providing ways to create work-life balance for all professionals and also working on mental health.2022-06-2711 min
The ProMarketer PodcastFinding a Way from Burnout to Thriving in the Tax Industry with Jackie MeyerTax pros and accountants alike… you know you’ve felt it. Exhaustion and burnout are all too real in the industry. Practitioners and CPAs are jumping ship in droves. You probably know some… or you’re on the verge of following suit. But, if you’ll take a step back, you’ll see that you have an opportunity right now to be a gift to so many people who are looking for some guidance in this tax world storm. And finding a way forward starts with asking hard questions about your work/life balance and bus...2022-06-0337 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 86 | How to Improve Who You Hire: Hiring Strategies and Leadership Skills To Manage An Effective Team with Jackie MeyerLeadership does not start with managing a team. It starts the moment you hire someone. So how do you improve your hiring strategy and retain an effective team? Jackie Meyer, founder of TaxPlanIQ and Meyer Tax Consulting, is here to answer that. She joins host Michelle Weinstein to share valuable insights on leadership that will help you manage your employees with trust and love. It took going past the breaking point for Jackie to take the leap and finally hire her first employee, then her team. Listen in as she shares the lessons she’s learned and the mistakes she’s...2022-04-1534 min