Videos

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, now transitioning into a successful SaaS developer and author of Redefining BS for Entrepreneurs: The…

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 Services, PC, established in 2004. With 24 years of experience, she…

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 as six weeks or even a weekend, which he…

Dive into short learning bombs with AI hacks, apps, algebra, sports, swimming, fireworks, and explosions of course! 💣📚 Our family-friendly educational series is perfect for everyone, from age 7 to age 47. Join the Meyer Family as we share exciting and informative "how-to's" in less than 60 seconds. What will…

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 Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her…

@taxplaniq-taxplanningsoftw9333

This was a fun podcast interview! "Practitioners must focus on their unique value add to succeed. Whether it's tax planning or community engagement, bring something special to the table." @natehagerty @taxplaniq https://lnns.co/1p5oOQmJeXS #taxes #accounting #financialliteracy #financialfreedom

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 his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm…

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 decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone…

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 automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in…

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore…

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 through her familial ties and vision for its growth. She discusses the challenges and advantages of…

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, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for…

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 TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the…

Join us in the revolution to redefine the accounting game. 🔍 Why stick to the status quo when we can break the mold together? 🌐 Our profession deserves innovation, not a replay of the past 80 years. Let's move forward, leaving the "dark ages" behind! 📈💡 📌 Connect with Randy…

Join Us for an exclusive podcast episode with Randy Crabtree, where we delve into the world of accounting firm excellence! 🌐 In this episode, we uncover the path to success, daily habits, and influential factors shaping the industry. Every person has a unique message that can positively impact the world,…

Exciting News! Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from industry experts. 🔍 Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! 🎙️💼 Gain insights…

Exciting News! Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from industry experts. 🔍 Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! Gain insights into…

Welcome to another exciting episode of the Concierge CPA podcast! 🎉 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…

In this exclusive discussion, we unravel game-changing insights into redefining pricing models for accountants. 🚀 Dive into the secrets of transforming your accounting practice from chaos to clarity. Discover the power of strategic niching with real impact! 💰💼 🔗 Connect with GeraldineConnect with Geraldine Carter on LinkedIn at https://www.linkedin.com/in/geraldine-carter/. Visit…

Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, 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 into the effectiveness of 12-step programs and…

Welcome to the Concert CPA podcast! I'm your host, Jackie Meyer, and today, 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. David,…

Welcome to the Concert CPA podcast! I'm your host, Jackie Meyer, and today, 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. David,…