16 - Behind the Curtain with Realize's Jason Staats
Your 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, click HERE.
To check out Jason's blog, click HERE.
Interested in being a guest on the show? Apply HERE!
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/.
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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...