1 - The Concierge CPA with Jackie Meyer

In 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.

Jackie shared a bit of her journey and how she got started as a business coach in 2016 through the influence of her business coach who transformed her practice. Since then, her goal has been to help accountants transform their practices for the better, train procedures and boundaries, and to bring out confidence and accountability. Meyer has extensive experience in the field and is ready to provide all the tips and tricks she has learned over the years. Jackie says technology will drive the biggest change in the industry over the next few years or so, and this can be a value proposition for all accounting firms. Additionally, Meyer also expresses her desire to work with accounting firms and professionals on ways to increase staff and employee retention rates, and how to make people want to join.

Jackie emphasized that she isn't looking for someone who has it all figured out, but rather someone who has already figured something out and wants to share their secret sauce with people in their industry. It's not just for accounting professionals and business owners, but she thinks there are a lot of cool accounting influencers who have a lot to offer too!

Key Points from the Episode:

• The concept behind the podcast
• Working with CPAs
• How listeners will be impacted by the podcast
• Industry trends over the next 3 years
• Core values and philosophy

About Jacqueline Meyer

Jackie Meyer is a CPA, a business coach and CEO of Meyer Tax and TaxPlanIQ.com. She is passionate about helping executive clients save money through tax planning strategies and efficiencies, leading a 100% virtual team of 12 people from Texas to Hawaii. She specializes in providing innovative, tailored tax strategies and coaching programs to executive clientele ( 5 mil+ net worth) for a high return on investment. She leads her team of top-tier talent spanning across the US. The team operates with 100% virtual workflows to manage all aspects of the tax planning process for their clients. She is a top-rated speaker, business coach, and social media influencer with thousands of students and followers.

Jackie is a leading speaker and influencer in the finance industry with an "Accounting Firm Influencers' ' Facebook community, while also being a proud participant of Intuit's Tax Council 2016-2019, 40 under 40 CPA Advisor winner since 2018 and member AICTC of the Year 2019. She is also a doctorate candidate in Strategic Leadership.

About Certified Concierge Accountant

The Certified Concierge Account provides a whole new way to experience Professional Coaching for Accountants. It is a mastermind group that’s designed to completely overhaul how your tax firm operates. Its goal is to see improved results in new revenues, increased revenue per client, securing new dream clients, politely letting go of nightmare clients, better profit margins, and a decrease in time worked.

Links Mentioned in this Episode:

Want to learn more? Check out Certified Concierge Accountant’s website at https://www.certifiedconciergeaccountant.com/

Check out Certified Concierge Accountant on LinkedIn at https://www.linkedin.com/company/yourcca/

Check out Jackie Meyer on LinkedIn at https://www.linkedin.com/in/jackiemeyercpa/

Check out Jackie Meyer on Instagram at https://www.instagram.com/jackiemcpa/

Check out Certified Concierge Accountant on Facebook at https://www.facebook.com/groups/theconciergeaccountant/

Don’t forget to subscribe to The Concierge CPA Podcast and thank you for listening. Tune in next time!

Interested in being a guest on the show? Apply HERE! 

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/.