The Concierge CPA
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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March 7, 2024
42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
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 T...
Recent
Nov. 26, 2024
Busyness vs. Mental Health: My Interview on WOOD Broadcasting
Constant busyness takes a toll on mental health, especially for tax professionals. In my recent interview with WOOD Broadcasting, I shared my thoughts on how tax pros can deal with overwhelming workloads, better communicate …
Nov. 20, 2024
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s
In 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, esta…
Nov. 20, 2024
How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s
In 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, esta…
Nov. 13, 2024
56 - How to Benchmark Better for Advisors
Join 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 i…
Nov. 13, 2024
How to Benchmark Better for Advisors
Join 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 i…
Nov. 4, 2024
55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker
In 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 b…
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