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...
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Sept. 11, 2024
Speaking Reel: Dr. Jackie Meyer, CPA – Tax Strategist, SaaS Founder, & Upcoming Author
Explore the dynamic speaking style of Dr. Jackie Meyer, CPA, renowned tax strategist and creator of TaxPlanIQ software. In this reel, Dr. Meyer shares insights from her background as a CPA, tax strategist, and entrepreneur, …
Sept. 10, 2024
How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
Joining 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 Busines…
Sept. 10, 2024
51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
Joining 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 Busines…
Aug. 27, 2024
How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ
In 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 a…
Aug. 27, 2024
50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ
In 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 a…
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