Episodes
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint …
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, estab...
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 in...
55 - Maximize retirement with this low risk, high benefit tax strateg…
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 ba...
54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone…
1:42 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 …
53 - How To Go Global with Nick Sinclair of TOA
4:04 Rob Nixon - who coaches accounting firms 6:44 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 tha...
52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homescho…
2:33 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 …
51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes …
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 Business...
50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsore…
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 …
49 - Lessons from Gaynor Hardy's Marketing Journey
Today’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 C...
48 - Alton Bell: His Family's Success Story in Entrepreneurship and A…
In 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 h...
47 - The Evolution of Amber Setter: A Story of Transformation and Lea…
Today 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 d...
46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Je…
Today 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...
45 - The Growing Field of Cannabis Accounting: Challenges, Opportunit…
In today's episode of The Concierge CPA, Jackie Myer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis a...
Diverse Services, Trusted Relationships: Alexandra Constance on Uniso…
On 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...
43 - Strategies for Success: Julie Smith's Tips for Operational Effic…
Today 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, 'Empo...
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...
41 - Charting the Future: The Unofficial QuickBooks Accountants feat.…
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 ...
40 - Mastering the CPA Game with Mike Payne
In 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, …
39 - A Deep Dive into Defined Benefit Plans with Financial Guru David…
In 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. Da...
38 - Pricing With Purpose with Geraldine Carter
In 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 en...
37 - Bottoms Up - Raising the Bar With Seth David
In 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 int...
36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig
Welcome 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...
35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb
Kelly 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 …
34 - Bridging the Gap with Tri-Merit's Randy Crabtree
Today, 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 ...