The Concierge CPA (Jackie Meyer)

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 balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Planner, navigating the world of independent financial advising. Don’t miss the in-depth conversation on strategies that can make a significant difference for tax-conscious business owners.

00:01:07 What are the differences between defined benefit plans and cash balance plans?

00:02:04 How did you get into wealth management?

00:02:58 Can you tell me about your firm's services?

00:04:38 How would you describe a cash balance plan?

00:07:20 Why are cash balance plans lucrative for taxpayers?

00:08:32 Can you explain how someone can pre-stack benefits in a cash balance plan?

00:11:26 What are the key parameters for a cash balance plan?

00:13:04 Who are cash balance plans good for?

00:17:16 What makes a cash balance plan flexible?

00:18:20 Why did you start your own company?

00:19:48 How do you manage work-life balance as a business owner?

00:21:16 Who is the ideal client for your firm?

00:22:30 What’s your view on retirement planning for business owners?

00:23:54 What sets successful accounting firms apart?

🔗 Connect with Jennifer Baker

https://www.linkedin.com/in/jennifer-baker-wealth-strategies

https://www.bakerwealthstrategies.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this episode of The Concierge CPA, host Dr. Jackie Meyer, CPA, chats with Jennifer Baker, CPA, CFP®, of Baker Wealth Strategies, about wealth management and tax strategies tailored for business owners. They dive into how cash balance and defined benefit plans can serve as powerful tax deductions for business owners, focusing on the best tax deductions for entrepreneurs and strategies to maximize retirement income.

Jennifer highlights her journey from tax to wealth management and shares valuable insights on leveraging cash balance plans. These plans allow high-income earners to make significant, tax-deductible contributions, sometimes over $1 million, resulting in immediate tax savings. The discussion clarifies key distinctions between defined contribution plans, like 401ks, and defined benefit plans, showcasing how cash balance plans offer flexible, high-limit contributions beneficial for those nearing retirement.

A major focus is on Jennifer’s collaborative approach with CPAs to help clients implement tax strategies effectively, working as an extension of the tax advisor team. Her firm’s philosophy prioritizes a seamless client experience, ensuring that tax-saving strategies are executed with precision. Jennifer emphasizes working with qualified intermediaries and actuaries to tailor plans that suit individual client needs.

The episode also addresses the importance of balancing business reinvestment with securing funds for retirement, underscoring tax-efficient planning for high-net-worth clients. Jennifer’s insights offer a practical guide for CPAs and advisors on supporting entrepreneurs in reducing tax burdens while growing wealth.

This episode is a must-listen for those interested in advanced tax deductions for entrepreneurs. For more, Jennifer invites listeners to reach out, specializing in wealth

In this episode of The Concierge CPA, your host Jackie Meyer talks with Jordan Raynor, CPA, Author of Redeeming Your Time: 7 Biblical Principles for Being Purposeful, Present, and Wildly Productive, Podcaster and Senior Tax Manager at Frankel Zacharia.

Jordan encourages people from all walks of life to see work not as meaningless (a means to an end) or a way to prove to the world that you are special, unique and “better” than anyone else. Jordan says we need to see work through its primary purpose: to reflect the character of a creative working God. He believes that fundamentally, work is about serving and bringing joy to the world and to others as well. He shares why he believes Jesus is the solution to time management and the importance of finding meaningful connections with Him, being the Author of time.

Jordan's take on stress is a broken deal with self and others. Stress that causes distraction has a negative impact on our intelligence, James says. That’s why it is necessary to have a space of calm and peace at all times – a time of solitude to simply think and be creative. On the work side, Jordan stresses the importance of focusing on one important thing at a time. If you want to embrace productivity, he advises eliminating haste from our lives by budgeting our time well. He puts it simply, "we can always make more money, but we can't make more minutes."

Although Jordan enjoys a busy life, he decided to leave it all behind for the sake of his wife, kids and the people he gets to serve through his work. He refined his busy life in a way that is rather life-giving than soul-sucking. According to him, all good work, whether legal or ethical, that contributes to human flourishing is the work of God in the human world. He said that life becomes ineffective if it never leaves a trace in this world. When asked about the Kingdom's purpose of accountants, Jordan believes that they are amazing storytellers who are called upon to bring order to the chaos of this world.

Key Points from the Episode:

• Key biblical principles for redeeming your time
• The meaning of life
• The commitment tracking system
• The difference between hurriness and busyness
• Strategies for staying grounded at work
• Advice to inspire accountants in their work
• The Kingdom purpose of accountants
• Personal and professional success

About Jordan Raynor

Jordan Raynor helps Christians respond to the radical biblical truth that their work matters for eternity. He does this through his bestselling books (The Creator in You, Redeeming Your Time, Master of One and Called to Create), his podcast (Mere Christians) and his weekly devotional (The Word Before Work) - content that has served...

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 of genius' and how she reinvented herself within the accounting industry. Amber also shares her unique perspective on leadership, emphasizing the distinction between technical problems and adaptive challenges.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

🔗 Connect with Amber Setter

https://www.linkedin.com/in/ambersetter

Two book references in this episode:

https://www.amazon.com/Big-Leap-Conquer-Hidden-Level/dp/0061735361/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=

https://www.amazon.com/Body-Keeps-Score-Healing-Trauma/dp/0670785938/ref=asc_df_0670785938/?tag=hyprod-20&linkCode=df0&hvadid=312142103956&hvpos=&hvnetw=g&hvrand=1724325123473366026&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9026938&hvtargid=pla-436114357585&psc=1&gclid=Cj0KCQjwncWvBhD_ARIsAEb2HW_ErjyI4-f6Po9MNLUlAJS_bxr7Y9b78Tc0mONp6HdLZr4ac-h8x2caAuGOEALw_wcB

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss.

I open up about my journey as the mastermind behind the Concierge Accountant Program and Tax Plan IQ, a groundbreaking tax planning software. My passion for uplifting the accounting profession and helping clients thrive in what they love to do has been a big motivator for me!

Shannon and I share how our paths crossed, leading us to an insightful exchange about my transition into accounting and the pivotal shift in my mindset that shaped my career. We debunk the myth that tax preparers automatically save you money, urging you to actively seek tax advisory services from your accountant. Proactive planning, as we discuss, is the key to financial success.

We explore the essence of tax advisory services, the difference between tax preparers and tax advisors, and the unique ROI method of tax planning that sets the stage for optimum financial strategies. While AI's role in the accounting field sparks fear and debates, I assure you that accountants won't be replaced. Instead, AI offers opportunities for accountants to redefine their roles and stand out in the industry.

As we wrap up our conversation, we touch on risk tolerance, priority savings, and choosing the right tax advisor. If you're intrigued by the world of tax planning, eager to understand AI's impact, and keen on optimizing your financial journey, this episode is a must-listen.

What you'll hear in this episode:

[2:25] How Shannon and Jackie met.

[7:30] Ask and demand tax advisory services from your accountant.

[13:30] Tax Preparation vs. Tax Planning.

[17:30] How will this make accountants obsolete?

[23:05] How to get started with tax planning?

[28:00] How to choose the right tax advisor?

Connect with Jackie on Instagram @jackiemCPA

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

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 an exciting transition phase.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

🔗 Connect with Tom Zehentner

https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b

🔗 Connect with Jesse Rubenfeld

https://www.linkedin.com/in/jesserubenfeld

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Signup for early access to TaxPlanIQ's exciting new spinoff product:

http://taxsavingsiq.com

We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.

Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generational wealth transfer planning. Keith emphasizes that wealth often dissipates from the first to the third generation, underscoring the need to preserve and share the story of wealth.

Keith provides valuable insights into collaborative advisory services, emphasizing the significance of holistic advisors working together for the benefit of clients. He shares strategies for successful estate planning, the impending changes in estate tax laws, and the increasing importance of long-term care planning.

In this episode, you'll gain a deeper understanding of financial planning, charitable giving, the ever-evolving landscape of wealth management, and the enduring legacy we can create through responsible financial stewardship. Join us for an enriching conversation that will leave you inspired and informed.

What you'll hear in this episode:

[1:50] From pastoral ministry to becoming a financial advisor.

[6:20] The importance of financial planning.

[11:40] The importance of telling the story of wealth.

[15:25] Learning social media and building team members.

[22:10] The different levels of charitable giving.

[31:40] The importance of insurance and investing.

[39:55] Time blocking and structured weeks.

[43:20] Where did you grow up?

[47:50] How to market your business?

Connect with Keith on LinkedIn: https://www.linkedin.com/in/keith-conley1980/

Find more information on his website: https://www.truelegacyfp.com/

Connect with Jackie on Instagram @jackiemCPA

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

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 accounting. Ready to level up your skills? Dive into the full conversation now!

Gain insights into cutting-edge accounting tools and strategies. Uncover the secrets to navigating financial statements, tax planning, and industry benchmarks. Elevate your accounting game with the Unofficial Quickbooks Accountants Podcast!

TimeStamps :

[02:09] - Hector and Alicia introduce themselves

[03:27] - Discussion starts about the podcast's early success

[05:32] - Alicia talks about training methods

[12:51] - Hector discusses how markets, people, technology evolve over time

[15:25] - Hector introduces his new conference and app

[16:53] - Discussion with Alicia begins

[18:04] - Alicia talks about changes happening with QuickBooks desktop

[20:18] - Alicia introduces her new book

[21:06] - Book helps map taxes to financial statements

[22:36] - Alicia discusses new training portal offering

[23:16] - Alicia wraps up key points at the end

🔗 Connect with Hector Garcia and Alicia Katz Pollock:

Hector's YouTube: https://www.youtube.com/hectorgarciacpa./

Alicia's Website: www.royalwise.com/

Follow their journey on social media:

Hector's Facebook: Hector Garcia CPA

Alicia's Facebook Group: Training for Quickbooks Users

Alicia's Instagram: Alicia Katz Pollock

Hector's Facebook Community: https://www.facebook.com/groups/aiforaccountants

Book Reference:

Alicia's Quickbooks Desktop https://www.amazon.com/QuickBooks-Des....

Connect with Jackie on Instagram @jackiemCPA

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

WATCH Tax-Strategies-for-Small-Business-with-Jackie-Meyer at https://learn.royalwise.com/visitor_catalog_class/show/1155008/

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 at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.

Kelly shares how her career took a fascinating turn from litigation to tax law and her journey sheds light on the pivotal role mentors play in shaping our professional paths. There's so much to be learned from Kelly, from the challenges she's faced to common myths in tax law.

Looking ahead, we discuss the evolving landscape of tax preparation and why value pricing is crucial for delivering top-notch services to clients. We also dive into the often-overlooked topic of gender inequality in business writing, as well as gender disparities in the law profession.

Stay tuned for Kelly's insights on how women can achieve career growth and mentorship in the tax profession. Our discussion is packed with valuable advice and actionable tips. We wrap it up by talking about courage, building a supportive community, and leveraging social media platforms for professional growth and networking. Don't miss out on this dynamic episode that's sure to inspire!

What you'll hear in this episode:

[1:30] Law, writing, and personal branding.

[7:40] Personal and professional growth, with a focus on veterans and mental health.

[11:30] Tax law career path and mentorship.

[15:25] Career choices, challenges, and tax law myths.

[22:35] Tax accounting, communication, and teamwork.

[27:20] Teamwork, communication, and AI in accounting and law professions.

[32:15] AI in legal practice, resistance, and efficiency.

[37:20] The future of tax preparation and the importance of value pricing.

[41:00] Gender inequality in business writing.

[43:50] Gender inequality in law profession.

[48:05] Career growth and mentorship in the tax profession.

[53:25] Courage, community, and social media platforms.

[57:00] Tax planning and accounting industry insights.

Connect with Kelly on LinkedIn https://www.linkedin.com/in/taxgirl/recent-activity/all/

Read Kelly's work on Forbes https://www.forbes.com/sites/kellyphillipserb/?sh=1e98b0679cba

Connect with Jackie on Instagram @jackiemCPA

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

Your host, Jackie Meyer, talks with IRS Enrolled Agent Mariette Martinez and the CEO and Creative Director of the Theatre of Public Speaking, Misty Megia. Mariette is a small business advisor and public educator helping Entrepreneurs thrive by sharing the importance of small business financial management and leveraging technology to improve their processes. Misty is a Creative Director for high-achieving leaders who want to unmute themselves and give presentations that move people. She aligns theatre with the corporate world, helping your speech remain alive in the memory of your audience, and persuading investors, executives, teams, and peers to take action.

To learn more about Mariette's work, click HERE.

To learn more about Misty's work, click HERE.

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

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

Alicia Pollock is interviewed on this episode of The Concierge CPA. After falling into QuickBooks training over her many years of teaching and consulting, she's found a great niche educating business owners and accounting firms on best practices and hacks for productivity. Jackie discusses everything from two amazing IT hacks that she knows nothing of, to working with your spouse and how to make it successful. In between, we talk about educating our industry and how vital it is to include QuickBooks in basic education at firms during the great resignation. We also discuss how we met at appyhourcamp.com and what an amazing experience it was.

To learn more about Alicia's work, click HERE.

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

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

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 vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it?

7:18 You said you fell in love with tax prep and review. You're one of the few people I've heard say that. What made you fall in love with tax prep?

8:32 What's your favorite thing out of all the activities you do now?

9:29 Client meetings: Did you move that to completely virtual, or is there an in-person option?

10:50 Speaking of tax planning, you mentioned that you recently, within the last year, had your biggest tax plan ever where you saved someone $1 million. Is that right?

14:13 We have a new growth plan at TaxPlanIQ.

18:20 I reached out to my favorite author Gino Wickman who wrote Traction: Get A Grip On Your Business.

19:21 I had Brandon Hall on The Concierge CPA.

21:00 Hopping back over to real estate: The short term rental loophole - tell us a little bit more about that, and tell us about what is going on with legislation there.

25:02 Are ya'll taking new clients, or are you maxed out?

27:43 Earlier you hinted at some unique ways you onboard clients and certain questions that you ask. We talked about this is something that is kind of unique to your firm. Tell us more about what you do.

31:20 People love transparency.

36:13 What do you think the biggest challenge is for small business owners or entrepreneurs, whether accountants or any white collar / blue collar business owner?

40:34 You spent the last year in an RV. Tell us all about that.

44:16 If anyone is interested in the home schooling: You mentioned some online resources. Is there a particular place you recommend people would go to start looking at that?

47:09 How can people reach out, or what is your handle to follow you on LinkedIn and Twitter?

🔗 Connect with Chad Huebsch

https://twitter.com/TheTaxNomad

https://www.linkedin.com/in/chad-huebsch-ea-ctp-5b71aa54

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Outschool:

https://www.outschool.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this podcast episode of The Concierge CPA, host Jackie Meyer interviews Chad Huebsch, a former student of her coaching program and an accounting firm owner who transitioned to virtual work while traveling across the country with his family in an RV. They explore Chad’s entrepreneurial journey, highlighting his shift from a corporate career to running his own firm and how he found his passion for tax prep and advisory services, particularly for small business owners and real estate clients.

Chad emphasizes how going virtual significantly improved his work-life balance and expanded his hiring options, allowing him to recruit talent nationwide, a key benefit for entrepreneurs adapting to virtual work environments. Chad’s firm runs entirely remotely, and he shares how the firm handles the challenges of maintaining human connection and team cohesion with daily huddles, which foster communication and collaboration despite the physical distance.

One pivotal moment in Chad’s journey was when he sold his largest tax plan, saving a client $1 million in taxes. The plan focused on complex strategies like the qualified small business stock exemption and cost segregation....

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 has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let your expertise align.

13:26

The Short Book Formula by Author Paul G. McManus

18:00

The Art of Collaboration by Authors Anton J. Anderson & Paul Latham

Forewords by Dr. Jackie Meyer and Jonathan S. Kuttin

22:09

The Tax-Free Business Owner by Author Mark Miller

35:51

How do you become an Amazon best selling author?

36:35

Author Jordan Raynor

40:55

What is the difference between a traditional publisher and hybrid publisher?

51:56

The 4-Hour Workweek by Author Tim Ferriss

52:18

What AI tool is going to save people hours upon hours of time by utilizing it to help them write?

🔗 Connect with Paul G. McManus

https://www.theshortbookformula.com

https://www.linkedin.com/in/paulgmcmanus

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

We just released a completely automated version that creates client tax plans in minutes! Check it out!

Jackie Meyer talks to Greg O'Brien in this episode of The Concierge CPA. According to his LinkedIn, Greg O'Brien is a CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-growth individuals. Greg O'Brien is the Co-CEO of GO CPA. Greg founded GO CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues.

To learn more about Greg's work at GO CPA, click HERE.

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

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

In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't become overwhelming burdens. Let's break free from the chains of overworking!

Did you know that more than half of full-time workers report working more than 40 hours a week? It might seem glamorous or like something you need to do for your business to thrive, but let me tell you the truth – it can lead to strokes, brain clots, divorces, and a host of other issues for your life and health.

As a recovering workaholic myself, I know how crucial it is to address this head-on. I believe it's essential to prioritize relationships and personal well-being above all else. We'll explore the power of delegation in your business. I've got some fantastic strategies to help you analyze your meetings, maximize your strengths, and achieve that perfect work-life harmony.

Tune in to get real and explore the worst aspects of burnout. I'll open up about my own struggles of feeling embarrassed and isolated, and the toll it took on my personal life. So, if you're ready to break free from the chains of burnout, discover the path to work-life balance, and make your business flourish, this episode is an absolute must-listen! Together, we can find ways to break this pattern and ensure that we're not sacrificing our well-being for the sake of work.

What you'll hear in this episode:

[1:15] How to avoid burnout at work?

[5:50] America makes workaholism look sexy.

[8:15] Having my first child

[12:45] The worst part about the whole situation.

[15:00] How did you become a business coach?

[19:00] Workaholism vs. Workaholic.

[21:40] The importance of delegation in your business.

[26:10] How many firms are running in the red?

[28:05] The story of 1000 marbles.

Connect with Jackie on Instagram @jackiemCPA

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

Get ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling firms from rock bottom to the pinnacle of success. With over two decades in the field, Chuck's insights are like gold nuggets that promise to transform your perspective on the industry.

Now, let's zoom into the here and now – the ever-evolving landscape of the accounting profession. From the surge of smaller accounting firms to the age-old inefficiencies that continue to plague the industry, we're unpacking it all. But here's the kicker: those inefficiencies? They're actually your golden ticket! We're here to spill the beans on how to transform these challenges into opportunities that'll skyrocket your firm's success.

Fasten your seatbelts as we tackle the secrets behind the firms that seem to effortlessly turn obstacles into triumphs. These firms are not just businesses; they're powerhouses of innovation, agility, and a client-first mindset. Join us as we crack open the vault of effective time management, showing you how to make every minute count without losing your sanity. We'll walk you through how to enhance your performance AND also inject a healthy dose of balance into your life. Tune in to dive into the secrets, strategies, and success stories that define the top 1% of accounting firms. Let's revolutionize your journey together!

What you'll hear in this episode:

[1:10] What does it mean to be in the top 1%.

[6:40] The current landscape of the accounting profession.

[11:15] How to turn challenges into opportunities.

[15:50] Tips for better client communications.

[21:30] Be the expert that your client needs.

[27:30] How to have the discipline to implement your goals.

[32:55] Efficient time management and implementation.

[38:05] Boundaries and onboarding.

[43:10] The onboarding guidelines.

Connect with Jackie on Instagram @jackiemCPA

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

Check out the NEW COURSE by clicking the link https://yourcca.com/

Your host, Jackie Meyer, talks with the Founder of Moskowitz LLP, Steve Moskowitz. Convinced that he could make a critical difference in the lives of small businesses and taxpayers in the Bay Area, Steve assembled a team of attorneys and accountants who were as committed as he was to protecting business owners and taxpayers. Moskowitz LLP focuses on meeting the business and personal needs of its clients. The firm is comprised of attorneys, accountants, enrolled agents, paralegals, bookkeepers, and other assorted professionals. They also partner with engineers, private investigators, appraisers, and fiduciaries.

To learn more about Steve's work, click HERE.

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

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

I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields.

Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative advancements and technologies driving Web 3 and discuss the potential impact it holds for various sectors and individuals.

Shifting gears, we delve into what keeps Crystal balanced and happy in this world. Her insights and practices provide actionable tips for maintaining well-being and pursuing happiness, offering a source of inspiration for our listeners.

Lastly, we touch upon our use of Chat GPT, sharing our experiences and anecdotes. This AI technology has proven to be an invaluable asset in our content creation, research, and editing processes, enhancing our overall productivity and creativity.

What you'll hear in this episode:

[1:00] Crystal's background and where she came from

[6:00] How did you come to realize you had fibromyalgia?

[11:05] Crystals podcast "The CryptoCannaVerse Show"

[15:10] What is Web 3 and how does it operate?

[21:05] What is Ether Scan, and how does it function?

[24:05] What is one book or novel that every listener should prioritize and find immediately?

[28:55] What keeps you balanced and happy in this world?

[33:55] Crystal's experience as more of a starter than a finisher.

[39:15] How Jackie and Crystal have been using Chat GPT

Connect with Crystal on LinkedIn @Crystal Wampler

Check out Canethics for tax advice on your cannabis business

Check out Crystal's podcast The CryptoCannaVerse Show

Connect with Jackie on Instagram @jackiemCPA

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

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 that experience before - good or bad. But you cannot give advice if you've never done it.

10:21 With outsourced functions, what all do ya'll provide? What are accounting firms kind of demanding or really needing right now? What's in high demand?

12:17 What are your thoughts around advisory and how much accounting firms - financial advisors...do you help support that transition towards advisory as well?

15:17 In the U.S., you just throw CPA or EA in a bucket and the client just assumes they do everything, and to me I feel like there should be some more oversights

16:34 Why do firms need to outsource, and what is this kind of crisis that we're in right now?

20:02 A lot of the bigger firms are already outsourcing. Some successfully. Some not. Where is it going wrong, versus how you found it to go right?

22:18 Tell me a little more specifics about how your process works. So, I come to you and I say "Hey, I need a bookkeeper." Do you go find that talent that has the experience level that I'm asking for?

23:10 Who would not be a good fit for outsourcing?

30:40 The role of AI: Are the services and work that you're supplying - is it going to change drastically?

32:32 What would you say is the biggest problem that smaller accounting firms face today?

34:10 Dan Martell, Author of Buy Back Your Time - https://www.BuyBackYourTime.com

37:11 Accounting firms need to be inspirational

39:10 Shirley Koss at TOA Global: https://www.linkedin.com/in/shirleykoss

🔗 Connect with Nick Sinclair

https://www.linkedin.com/in/nicksinclair

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this episode of The Concierge CPA, Jackie Meyer sits down with Nick Sinclair, Founder and CEO of TOA Global, to explore the benefits of outsourcing and how it can help accounting firms scale efficiently. Nick shares his journey from running his own financial planning firm to founding one of the largest global outsourcing firms for accounting professionals.

Nick discusses how to go global with your accounting firm and why outsourcing accounting tasks can help firms overcome the talent shortage and increase capacity. He emphasizes that outsourcing goes beyond just reducing workload—it frees up time for firm owners to focus on higher-value services like tax advisory.

A significant takeaway from the conversation is Nick’s insight into the cultural nuances of working with global teams, particularly in the Philippines, and the importance of integrating these teams into your firm’s culture. He explains how outsourcing has shifted from simply offloading tasks to developing long-term relationships with team members across the globe.

The episode also delves into strategies for successful outsourcing, including setting clear goals, ensuring effective communication, and creating a leadership mindset that fosters collaboration. Whether it’s bookkeeping, tax preparation, or client advisory services, outsourcing allows firms to leverage global talent to maximize efficiency and growth.

If you’re looking to scale your firm, learn how to outsource accounting tasks effectively, and understand the benefits of a global workforce, this episode offers practical

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, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding the right partners, avoiding common pitfalls, and exploring industry initiatives designed to strengthen collaboration and client value.

2:01 How did you get into financial planning and wealth management?

4:08 How would you define a virtual family office?

6:02 What do you think about the relationship between accountants and financial advisors?

9:03 How can advisors prove themselves as quality partners to CPAs?

11:52 Can you explain the initiative we’ve been working on together?

17:31 Why do you think strategic partnerships are important?

20:01 How can accountants become more proactive for clients?

22:22 Do you have any upcoming initiatives you can share?

30:30 What are red flags when building partnerships?

🔗 Connect with Anton J Anderson

https://www.linkedin.com/in/antonjanderson/

https://elitert.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

---------------

In this episode of the Concierge CPA Podcast, Jackie Meyer, CPA, is joined by Anton Anderson, CEO of Elite Resource Team (ERT), to discuss the power of strategic partnerships between accountants and financial advisors. Anton shares his journey from financial advising to establishing ERT, which trains advisors and accountants to create effective accounting partnerships and virtual family offices. Together, they explore how collaboration can provide better client outcomes, streamline processes, and boost revenue.

Anton highlights the importance of building partnerships that focus on leveraging individual strengths rather than trying to master every service independently. The conversation emphasizes how proactive collaboration, backed by a network of niche experts, can result in significant tax savings, better planning strategies, and stronger client relationships.

Jackie and Anton also address common stereotypes between advisors and accountants, offering practical tips on how to break down barriers and create successful, long-term collaborations. They share inspiring success stories, including one where a partnership resulted in millions in tax savings for clients while creating substantial revenue for the advisors involved.

Finally, the episode previews the duo’s ongoing initiative to integrate ERT’s virtual family office model with TaxPlanIQ’s tax planning tools, aiming to redefine the advisory landscape. Whether you’re an accountant or a financial advisor, this episode offers actionable insights on how to build partnerships that deliver exceptional value.

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#drjackiemeyer #jackiemeyer

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...

In this episode of The Concierge CPA, your host Jackie Meyer talks with Corrin Woodard, CPA and Managing Director at Anne Arundel Accounting and Taxes, Inc. 

Corrin began her journey 15 years ago watching her father build their accounting firm from scratch. She shares how she started as a bookkeeper and the many opportunities that have opened up for her over the years before she joined her father’s firm in 2021. She shares her passion for tax planning as well as the many past and present challenges she faces. Corrin also acknowledges how difficult it has been for her to hire and retain employees. However, it paved the way for her to start coaching sessions with people who want to learn bookkeeping and tax preparation, while leading a rewarding career.

In addition to teaching students about their boundaries and limits, Corrin also provides a simulated tax return exercise that will make her students proficient and impactful. Although the journey in their industry is difficult and chaotic, she advises to pick yourself up, move on, and find people who can be vulnerable with you.

Corrin is passionate about helping people. Her life’s mission:  to coach and train the next generation for her role. She believes her mission is to mentor and coach people on how to do their taxes and to inspire the entire CPA and influencer community. She understands the challenges of business, so if there's one thing she's learned the most, Corrin said it would be to never be afraid to ask for help when needed.

Key points from the Episode:

• Services offered by Anne Arundel Accounting and Taxes Inc.
• Simulated Tax Return Exercise Course
• The difficulties of hiring new employees and the life lessons Corrin learned from it
• Strategies to bring value to customers
• The purpose of life 

About Corrin Woodard

Corrin Woodard is Managing Director of Anne Arundel Accounting and Taxes Inc. in Severna Park, Maryland. She is an experienced CPA who is proficient in tax preparation, bookkeeping, financial reporting, business and risk management, and business planning.

About Anne Arundel Accounting and Taxes

Anne Arundel Accounting and Taxes or AAATAX is a full-service licensed medical accounting firm. All of their CPAs hold valid MD State CPA certificates. They have been serving the accounting needs of Severna Park, MD and surrounding areas for years and offer a wide range of services for business owners, executives, and independent professionals.

Anne Arundel Comptabilité et Fiscalité provides exceptional service to her clients due to her dedication to the three underlying principles of professionalism, responsiveness and quality. They are approachable, experienced and friendly.

Links Mentioned in this Episode:

Want to learn more? Check out Anne Arundel Accounting and Taxes’ website at https://www.aaaccountingandtaxes.com/

Check out Corrin Woodard on LinkedIn at https://www.linkedin.com/in/corrin-woodard/

Check out Anne Arundel Accounting and Taxes on LinkedIn at https://www.linkedin.com/company/aa-accounting-taxes/

Check out Corrin Woodard on Instagram at https://www.instagram.com/corrinrenee1/

Check out Corrin Woodard on Facebook at

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 engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfaction.

The episode covers a range of topics, including the pitfalls of traditional pricing models, the power of value pricing, and the transformative impact of specializing in a niche market. Jackie and Geraldine, both seasoned professionals, share their personal experiences and offer practical advice for accounting firm owners looking to elevate their practices.

What you'll hear in this episode:

[1:07] Introduction of hosts and overview of the episode.

[1:27] Discussion on common pricing challenges in accounting.

[3:33] The historical perspective on billing models in accounting.

[6:14] Exploration of value perception and setting client expectations.

[8:42] Insights on the implementation of value pricing in tax planning.

[13:05] Strategies for identifying client pain points and customizing solutions.

[16:27] Ethical considerations in estimating tax savings.

[18:37] The development and impact of specialized tax advisory packages.

[23:51] The importance of niching down in accounting.

[29:28] Leveraging digital products and subscription models in niche practices.

[32:24] Overcoming common misconceptions and challenges in niching.

[36:29] Insights on client acquisition in high net worth accounting.

[39:25] The journey and benefits of transitioning to a niche practice.

[41:10] Closing thoughts and personal recommendations.

References:

Business Strategy for CPAs by Geraldine Carter: https://www.businessstrategyforcpas.com/

Connect with Geraldine Carter on LinkedIn at https://www.linkedin.com/in/geraldine-carter/

Visit Geraldine's Website: https://www.climateride.org/

Connect with Jackie on Instagram @jackiemCPA

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

Today we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, this is a game-changer! From crunching numbers to optimizing financial strategies, these cutting-edge technologies are revolutionizing how we approach accounting.

But hold on, it gets even more thrilling as we explore the nexus of big data, quantum computing, and cybersecurity. We're peeling back the layers to uncover the vulnerabilities that come with this exciting territory. It's crucial to understand how to protect your business and clients in this dynamic landscape.

And speaking of limitations, we've got the scoop on AI language models. We discuss the pitfalls, biases, and ethical concerns you should be aware of when relying on AI for communication and decision-making in the accounting world. We also take a peek at how AI is reshaping roles within the industry!

So, if you're ready to navigate the future of accounting with AI as your trusty guide, join us!

What you'll hear in this episode:

[1:05] AI and quantum computing in accounting.

[6:45] Big data, quantum computing, and cybersecurity.

[11:35] AI and security and how to protect your business.

[16:55] The future of accounting and analytics.

[22:15] AI tools for accountants and their limitations.

[27:20] AI language models and their limitations.

[32:00] AI, and the transformation of role in accounting industry

[36:25] Books, personal growth, privacy,

[41:40] The future of AI in the accounting industry.

[46:00] AI technology and graphic design with an accounting professional.

Connect with Randy on Instagram @rpjohnston

Connect with Brian on Instagram @bftcpa

Visit K-2's website: https://www.k2e.com/

Learn more about Blake Oliver: https://www.blakeoliver.com/

Check out "Why We Sleep" https://shorturl.at/flDK1

Check out "Data Cartels: The Companies that Control and Monopolize Our Information" https://shorturl.at/bHIST

Check out "Quantum Supremacy" https://shorturl.at/joFGP

Check out Adobe Firefly: https://www.adobe.com/sensei/generative-ai/firefly.html

Connect with Jackie on Instagram @jackiemCPA

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

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 industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, can elevate client advisory services across accounting, banking, and beyond.

00:01:25 What is Vertical IQ?

00:02:02 How does an advisor typically use Vertical IQ?

00:04:15 Does Vertical IQ include benchmarking data?

00:07:27 What inspired the founding of Vertical IQ?

00:10:04 Why is cash flow so important in business?

00:11:13 How can Vertical IQ help firms stand out?

00:13:46 What are Vertical IQ's key accomplishments and future goals?

00:22:50 How does Vertical IQ act as a trusted advisor?

00:24:23 How is technical expertise beneficial in sales roles?

00:25:32 How does Vertical IQ stand out in the benchmarking data market?

00:27:36 Can Vertical IQ help clients expand or relocate?

00:28:40 Are more firms embracing advisory services?

🔗 Connect with Susan Bell

http://linkedin.com/in/susan-bell-5625385

https://verticaliq.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this episode of The Concierge CPA, Dr. Jackie Meyer, CPA, hosts Susan Bell, co-founder and Chief Sales Officer of Vertical IQ, to explore how benchmarking and industry-specific data empower tax advisory and other advisory services. They discuss Vertical IQ’s platform, which provides industry research, financial data, and insights tailored for accountants, bankers, and advisors looking to provide deeper client engagement.

Susan explains how Vertical IQ helps advisors understand their clients’ industries by offering up-to-date trends, risks, and economic data. This data enables advisors to benchmark client performance, enhance advisory services, and tailor tax strategies specifically for industries like healthcare, finance, and local businesses. Through tools like peer-to-peer comparisons and detailed industry benchmarks, advisors can deliver more precise, valuable insights to clients, making tax advisory not just theoretical but highly practical.

They also touch on the importance of staying curious and asking the right questions—a crucial part of providing advisory services. Vertical IQ’s platform allows advisors to make these interactions meaningful by presenting data in a way that is co-branded, easily digestible, and highly relevant to the client’s specific industry.

As the episode wraps up, Jackie and Susan discuss Vertical IQ’s expansion, including partnerships that integrate Vertical IQ’s data with other systems, from banking to tax planning software like TaxPlanIQ. They emphasize the growing demand for benchmarking and advisory services, with a vision to help firms differentiate themselves by becoming cherished advisors rather than just compliance professionals.

This conversation offers valuable takeaways for CPAs and advisors eager to grow their practice by providing tax advisory and benchmarking insights to clients across various industries.

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#drjackiemeyer #jackiemeyer

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 offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alexandra also highlights the company's commitment to providing a wide range of services, from tax preparation to bookkeeping, to meet the diverse needs of their clients.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Book reference:

https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X

Sponsored by Unison Globus: https://www.unisonglobus.com

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 journey from Thomson Reuters Tax and Accounting to her own marketing business. They talk about the challenges accountants face in balancing client service with business development, consultative selling, effective marketing strategies, and the importance of clarity on websites and targeting ideal clients. The conversation also covers advisory services, referral marketing, niche branding, tax representation, collaboration with lawyers, and the importance of educational content in building trust.

33:14 Randy Crabtree - Bridging the Cap Conference

35:05 Nayo Carter - Best Wardrobe

35:20 Nominations: https://www.btgconference.com/bridging-the-gap-award-nomination

37:20 Geno Wickman

Connect with Gaynor Hardy (Meilke)

https://www.linkedin.com/in/gaynormeilke

Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by David Podell and Business Benefits Consultants:

https://www.BusinessBenefitsConsultants.com

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 operational efficiency and increasing revenue, providing invaluable insights for aspiring entrepreneurs and established business owners alike.

🔗 Connect with Jackie Meyer and Julie Smith

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Julie's LinkedIn at https://www.linkedin.com/in/the-julie

Sponsored by TaxPlanIQ - https://www.taxplaniq.com

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 as we talk about the first-ever Tax Twitter conference.

Our discussion goes deep as we dive into pressing issues in the accounting industry, including mental health, diversity, and self-care. We believe that fostering a supportive and inclusive environment is crucial, and our discussion reflects that passion. Of course, we'll also delve into the nitty-gritty of tax legislation and firm management, offering you the expertise you need to navigate this complex landscape.

In a personal and revealing moment, I open up about my journey, from being an accounting firm owner to becoming a tax software developer and coach. I'll also share my experience with email overload and provide practical tips to help you regain control of your inbox. It's a game-changer that can transform your daily work life.

What you'll hear in this episode:

[1:05] Mary confirms the dates of the first Tax Twitter conference.

[4:55] Mary discusses the Tax Twitter retreat planning, challenges, and key takeaways.

[13:05] Brian and Jackie discuss mental health, diversity, and self-care in the accounting industry.

[19:10] Firm-wide policies and huddles for productivity.

[25:50] Jackie and Brian discuss tax legislation and firm management.

[31:45] Mary shares how even the little ways that accountants help make great impacts in someone's life.

[36:30] Identity loss after career transitions.

[41:20] Jackie shares her experience with email overload and the importance of setting boundaries.

Check out the #Tax Twitter Retreat Website at #TaxTwitter | Retreat

Connect with Brian on Twitter @cbriancpa

Connect with Mary on Twitter @AccountingAsArt

Connect with Jackie on Instagram @jackiemCPA

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

In this episode of The Concierge CPA, your host Jackie Meyer talks with Chuck Bauer, Business Coach & Founder of the Chuck Bauer Sales Training & Business Consulting. 

Chuck shares the importance of building relationships with your staff, as well as your prospects and customers, to bring positive results to your business. Having been in the industry for so long, (and with both parents as entrepreneurs) Chuck has mastered some of the key elements to success: discipline, tenacity, and implementation.

As a business coach, Chuck urges organizations to practice self-discipline - no matter the downside- if they want to achieve better results. He learned that discipline is one of the ultimate motivators - not fear and procrastination. Discipline also helps refine imperfections. Additionally, he is a strong proponent of immediately implementing plans to save valuable time and maximize performance.

Key Points from the Episode:

• The importance of discipline at work
• Entrepreneurs' Favorite Productivity Hack
• The 3 best elements for success

About Chuck Bauer

One of North America's most highly regarded sales and business consultants, Chuck's expertise spans over thirty years of sales training and business development consulting. Businesses and companies in various industries benefit from his business and management consulting, one-on-one sales training, and sales tweaks drawn from over 10,000 live sales training experiences.

Chuck has personally coached thousands of transactional/non-transactional sales processes to multi-million dollar international sales deals. To date, Chuck has helped over 250 C-level executives, hundreds of business owners, and thousands of individual salespeople work smarter and earn more money, so they can take more time to quality.

Links Mentioned in this Episode:

Want to learn more? Chuck Bauer Sales Training & Business Consulting’s website at https://chuckbauer.com/

Check out Chuck Bauer on LinkedIn at https://www.linkedin.com/in/coachchuckbauer/

Check out Chuck Bauer on Facebook at https://www.facebook.com/SalesCoachChuckBauer/

Check out Chuck Bauer on Twitter at https://twitter.com/coachchuckbauer/

Check out Chuck Bauer on Youtube at https://www.youtube.com/user/getsalesresultsnow

Check out Chuck Bauer on Instagram at https://www.instagram.com/salescoachchuck/

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/. 

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 shifting perceptions, tax complexities, potential regulatory changes, operational challenges, and psychedelics' mental health benefits. Naomi also discusses her advocacy efforts and the importance of regulatory clarity, concluding with insights into the implications of the cannabis industry on accounting and tax planning, stressing the necessity of professional certification.

🔗 Connect with Naomi Granger

https://www.linkedin.com/in/naomigranger

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by Business Benefits Consultants:

https://businessbenefitsconsultants.com

In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accounting practices.

Accuracy is a crucial aspect of AI, and we explore its reliability in various tasks. Our experts engage in a comprehensive discussion, shedding light on the current state of AI accuracy and its limitations. The integration of ChatGPT in Firefly is a topic of interest, and our guests share their thoughts on its advantages, challenges, and potential impact on customer service.

The future of AI in accounting jobs is also discussed. Our panel debates whether AI will replace all accounting roles or primarily affect specific positions. They offer their predictions and observations on the evolving landscape of accounting in the age of AI. Join us as we explore the potential, challenges, and ethical considerations surrounding AI in accounting. Jackie Meyer and our esteemed panel of experts provide valuable insights into this rapidly evolving field.

What you'll hear in this episode:

[3:20] Introduction of the panelists.

[6:10] What are the things that we need to be thinking about now in order to leverage AI further?

[16:00] How accurate is artificial intelligence?

[18:35] What are your thoughts on the use of ChatGPT in Firefly?

[24:45] Is AI taking all accounting jobs or is it going to take only particular roles?

[30:45] What's the better framework to go through with ChatGPT?

[37:55] What integrations are you seeing that you're excited about?

[41:05] What integrations would you like to see coming out?

[44:10] What's the deal with more personal AI?

[51:05] Thoughts on security and privacy in the future with AI

[54:20] Are there any other ethical issues that you want to bring up about AI?

Learn more about Rob on the Accounting Influencer's website: https://accountinginfluencers.com/ or connect with him on LinkedIn @Rob Brown

Connect with Chris on Instagram @betterwaycpa or learn more on the Better Way CPA website: https://www.betterwaycpa.com/

Learn more about Patrice and her services on LinkedIn @Patrice Malloy or on the Malloy Management Group website: https://www.malloygroupinc.com/

Connect with Jason on Twitter @JStaatsCPA or on LinkedIn @Jason Staats

Find more content from Jackie on Instagram @jackiemCPA

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

Your host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.

To learn more about Randy's work, click HERE.

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

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

In this episode of The Concierge CPA, your host Jackie Meyer chats with Dennis Duban, a fellow CPA, President and Owner of Los Angeles-based DLD Accountancy, LLP.

Dennis is a graduate of a prestigious accounting school, and winner of the John F. Forbes Gold Medal and the Elijah Watt Sells Award. He continuously shares his failures and successes in the industry as he enjoys a fulfilling career. His genuine love for helping people achieve their dreams has helped him build his accounting firm in such a unique and valuable way.  This has earned him the trust and loyalty of many people and organizations over the years. When asked how he has done it, his response is to simply “add fun in what you do.” 

Dennis provided advice on how to better build your wealth portfolio and recommendations on how to start your own business. He stresses the importance of learning and understanding everything you need to know before diving into it. When it comes to building the perfect team in the perfect environment, well, it doesn’t exist. 

What he's observed over the years is that employees thrive better when given more direction, encouragement and understanding. According to Dennis, the more you understand them, the better their chances of success. He also strongly believes in giving people opportunities and making them feel valued, safe and happy.

Really, Dennis can do things exceptionally well. If there is one big lesson from his career that he would like to share with all CPAs, accounting firms and influencers, he says to always strive to be different from everyone else and to continually improve your technical abilities. On the business side, Dennis emphasizes the importance of maintaining relationships with clients, ensuring they are well taken care of.

Key Points from the Episode:

• Tips for staying happy and healthy in the industry
• Big lessons in Dennis Duban's career
• Tips for doing things exceptionally well
• The biggest challenge Dennis Duban faced and how he overcame it
• Tips for starting a business for the first time

About Dennis Duban

Dennis Duban, CPA, currently serves as President and Owner of Los Angeles-based DLD Accountancy, LLP. In this role, Dennis Duban secures new business, maintains relationships with existing clients and manages all personnel functions for the firm's 20 CPAs and business managers. At DLD Accountancy LLP, Dennis Duban strives to provide each client with personalized service and the highest level of professionalism. Services provided at the firm include income tax planning and tax preparation, business management, and staff keeping abreast of all government tax laws and regulations. 

Able to prepare taxes in all 50 states and Canada, Dennis Duban, CPA, can also prepare business license taxes, city income taxes, sales taxes, general excise taxes, franchise taxes and payroll tax returns for all kinds of businesses and limited partnerships. Dennis Duban and the firm's other CPAs also provide audit and review services should the client require assistance in this area.

Dennis Duban attended the University of Southern California, where he graduated with a Bachelor of Science in Accounting summa cum laude. After graduating, he taught at the university's Marshall School of Business, where he trained students in accounting. When he took the CPA exam, Dennis Duban achieved the highest score, an achievement for which he was recognized in the form of a John F. Forbes Gold Medal and the Elijah Watt Sells Award.

About DLD Accountancy

The mission of DLD Accountancy, LLP is to provide exceptional service and meaningful advice...

In this episode of The Concierge CPA, your host Jackie Meyer talks with fellow CPA, Business Coach, Author, Keynote Speaker, & Trainer for Entrepreneurs, Tatiana Tsoir.

Tatiana shares her different take on the industry, working as a business coach, CPA and author. She understands the exhaustion and struggles of every CPA, but urges to make the journey even more fun. As an author, she realized the importance of continuing education around the industry. According to Tatiana, the more you learn, the more you can support and add value to your customers.

Tatiana also shares her expertise in accounting, systems building and business management. Although she agrees that using software is a big help, she insists on not relying too much on these tools, as skills are still the main determinant of your success. She believes breakthroughs can happen in business if you know your job really well and understand its fundamentals, as well as broaden your horizons and learn other things from other industries to see how people do things differently in different spaces.

Tatiana's greatest learning in life, she shared, was taught to her by one of her best clients. She saw how the person never gave up developing a plan of action instead of living in fear, confusion or anxiety in the midst of a crisis. She believes that happiness and health are just a choice and that the meaning of life is neither to win nor to lose, but to play well.

Key points from the Episode:

• Tatiana’s biggest challenges and how she overcame them
• Tips for starting a business
• Understanding Theory in Practice
• How to stay healthy and happy in the industry
• The meaning of life according to Tatiana

About Tatiana Tsoir

Tatiana Tsoir is a visionary author, speaker and accountant. For the past 16 years she has worked with entrepreneurs and business owners to help them manage their money, numbers and taxes and become the boss of their bottom line.

Tatiana is now committed to sharing her expertise with a wider audience to empower those who are overwhelmed with running a business so they can earn money doing what they love.

In her book Dream Bold, Start Smart: Be Your Own Boss and Make Money Doing What You Love, Tatiana provides her audience with simple, practical steps to take ownership of her numbers and have confidence in their business decisions as they start and grow their business. In this book, Tatiana takes the anxiety out of owning a business. 

Tatiana is the host of the popular Talk to Tatiana podcast and conducts virtual training on top digital platforms.

Links Mentioned in this Episode:

Want to learn more? Check out Tatiana Tsoir’s website at https://www.tatianatsoir.com/

Check out Tatiana Tsoir on LinkedIn at https://www.linkedin.com/company/tatiana-tsoir/

Check out Tatiana Tsoir on Instagram at https://www.instagram.com/tatianatsoir.author/

Check out Tatiana Tsoir on Facebook at https://www.facebook.com/tatianatsoir/

Check out Tatiana Tsoir on Twitter at

In this episode of The Concierge CPA, your host Jackie Meyer talks with Martha Krejci, Author, Keynote Speaker, Coach and CEO of the Martha Krejci Company. 

Martha shares how she decided to quit her old job at GoDaddy after realizing what she wanted to do to live her best life. What does the best life mean to her? Earning a million dollars in a year after discovering the best content strategy that will help scale a business. 

She's not talking about spending a lot of money on ads. In fact, it's the exact opposite. Martha says it only takes a few steps with little or no money to grow an audience organically. She built the roadmap for it and now she has thousands of students and followers joining her community. In this episode, Martha provided valuable advice on how to increase your SEO on your website to increase traffic.

As someone with extensive marketing experience, Martha also shares what she has learned from the books she has read on the concept of reciprocity. Robert Chaldini, Martha's favorite author, taught her the importance of the act of service to others. If you want to gain more loyal customers, serving them is the first step, then it will eventually be reciprocated, says Martha. 

Additionally, Martha also provided some tips on how one should view their business. One of their strategies? Start looking at things from the end and then reverse engineer the whole process. Martha also recommends her employees to take personality tests to gauge where they're at and what they can do better. 

Key points from the Episode:

• How she made a million dollars in a year after developing her strategy
• Finding your skills to find your purpose and passion in life
• Favorite productivity hack 
• Personality Typing through Buying Psychology

About Martha Krejci

Martha Krejci is a high-vibin’ mama, wife, life coach, business-growth strategist and social media marketing powerhouse who has taken the internet by storm. Featured in Oprah Magazine, Fast Company, Cosmopolitan, Shape and Huffington Post among other places, Martha’s intuitive marketing expertise has helped her make her first million in less than a year using a strategy she teaches openly through courses, group coaching and other tried-and-true resources. From finding your passion to building a business that works, she teaches it all — and it’s all ready and waiting for you.

Links Mentioned in this Episode:

Want to learn more? Check out The Martha Krejci’s website at https://withmartha.com/

Check out Martha Krejci on LinkedIn at https://www.linkedin.com/in/themarthakrejci/

Check out Martha Krejci on Instagram at https://www.instagram.com/themarthakrejci/

Check out Martha Krejci on Facebook at https://www.facebook.com/livinthedreamwithmartha

Check out Martha Krejci on Twitter at https://twitter.com/themarthakrejci

Check out Martha Krejci on YouTube at https://www.youtube.com/marthakrejci

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...

In this episode of The Concierge CPA, your host Jackie Meyer talks with Joe Petersen, CEO and Principal Charmain at C12 Business Forums.

If there's anyone who's been through long years of leadership, it would be Joe - Chairman, Board, CEO, COO and more! He shares the foundations of their organization and the importance of integrating the Christian faith into the work. Although the journey was difficult for him, Joe recounts how the organization not only encouraged him, but also changed him, resulting in a paradigm shift in the way he runs his business and lives his life. 

Alex also emphasizes the importance of bridging faith and work. He advises taking a sabbatical to rest and reflect on what you've done, with the advice of other members of the organization. The benefits of taking a sabbatical will have a significant impact on your life, your business, your relationships with people and with God. It is even more important to incorporate prayer into your work, starting with a prayer of gratitude, followed by Bible reading, prayer, and journaling. It not only changes him from within, but also keeps him grounded at all times.

Alex talks about some of the big challenges in his life. What did he learn the most from all of this? It's being a trained warrior if you were to represent God in the marketplace. Alex believes his purpose in life is to deepen his relationship with God and to praise and worship him at all times. As significant as it may seem, he believes in sharing this relationship with others around him.

Key Points from this Episode:

• Practical tips for integrating faith into work
• The importance of prayer at work
• Lessons learned from past challenges and how to stay grounded

About Joe Peterson

Joe Peterson is the Senior Chairman of C12 Business Forums, a leading resource for Christian CEOs, corporate presidents, and business owners. He is privileged to work with many of the top Christian CEOs and business leaders representing the most respected and successful companies in the DFW market. 

Prior to C12, Joe had a three-decade career as a development, construction and marketing professional in various facets of the real estate housing industry. He was also named "America's Multifamily Builder of the Year" by the National Association of Home Builders. He served as president of the Keller Chamber of Commerce and was named a “40 Under 40” by the Dallas Business Journal for his work in his industry as well as in his community. He currently serves on the board of trustees of Fort Worth Christian School. Joe was blessed with eight children (five adults and three more recent miracles) and attended Gateway Church in Southlake (in person) as well as virtual attendance at LifeChurch in Oklahoma and North Coast Church in San Diego.

Joe is passionate about helping Christian CEOs and business owners live Christ's plan for their lives, businesses and families.

About C12 Business Forums

C12 helps CEOs and leaders calibrate their entire business with its 5-point alignment matrix: continuously assess and align growth strategies, financial management, cultural development, and operations. Their rigorous and interactive curriculum allows C12 members to dive head-first into the challenges and opportunities of today's market.

The C12 experience is different because every C12 member sees their business as a platform from which they can impact the Kingdom market - a platform we call Business as a Ministry (BaaM).

C12 is designed with a perpetual discipline of assessment, planning, calibration, and coordinated...

In this episode of The Concierge CPA, your host Jackie Meyer talks with Zane Stevens, Founding partner of Protea Financial. 

Zane shares his accounting journey with his wife and the story of his move to the United States from South Africa. Throughout his career, accounting and bookkeeping are Zane’ top priorities. However, after being exposed to the wine industry for so long, he became interested in starting a business that could provide better funding for the industry. It was then that Protea Financial was created. The mission is simple: to provide high quality and more affordable accounting services in the wine industry.

As an accountant, businessman and innovator, Zane puts more emphasis on the importance of delivering accurate and consistent financial data in every transactional accounting. He points out that failure to provide the right information will affect all forecasting and strategic analysis. Their business focuses on these 3 main points: consistency, timeliness and accuracy. Operationally, the company offers their employees the ability to schedule their own working hours. They believe employees can become more productive when they work their preferred hours, are able to find a routine that works best for them, stick to it, and be more consistent.

While there can be multiple projects going on at once, Zane says they often struggle to find a balance between doing too much and too little. One of the core values ​​of their company is not only to ensure that jobs are done on time, but also that employees have time to develop their skills. Zane says they provide weekly training to their employees and encourage them to pursue continuing education. Ultimately, they want their employees to feel valued and supported without feeling overwhelmed. One piece of advice Zane has for all accountants? Never forget that what they do matters.

Key points from the Episode:

• What Makes High Quality Accounting Work?
• The role of an account manager for each project and their qualifications
• Tips to help accountants become better at what they do

About Zane Stevens

Zane Stevens is a director of Protea Financial. Prior to joining Protea, he was Chief Financial Officer at Syntell and its subsidiaries in Cape Town, South Africa. Syntell is a premier company with over $38 million in revenue that provides cutting-edge technology services for road safety, traffic management and revenue collection.

Prior to joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led financial and IT audit and advisory engagements.

Working with a wide range of clients, ranging from owner-managed entities to large multinational publicly traded corporations, Zane has gained extensive experience in various industries including automotive; public sector; food, beverages and consumer products; detail; health and agriculture.

Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an honors degree in accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in accounting.

About Protea Financial

Protea provides services to take over the burdens and responsibilities of finding, managing, and training an accountant or bookkeeper for businesses and free up proprietors’ time, so they can focus on building their businesses.

With a management team and account managers based in the San Francisco Bay Area, Protea provides business owners and managers with financial information and insight for making

Your host, Jackie Meyer, talks with the CEO and Founder of Jones Taxing and Financial, Shanita Jones. Jones T&F is focused on helping you overcome the stress of worrying about IRS compliance and so much more. They believe you deserve a business that helps you live life on your terms. They help you get a handle on your finances to save you money, increase your profits, and put an end to stressful guesswork.

To learn more about Shanita's work, click HERE.

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

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

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, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.

Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about front-loading contributions, combination plans, and the potential for six-figure tax savings. David emphasizes simplicity, efficiency, and customization for optimal results.

What you'll hear in this episode:

[03:16] Discusses about Defined Benefit Plan

[06:11] Age Considerations and Contribution Opportunities in Defined Benefit Plans.

[09:42] Contributing to Defined Benefit Plans at Different Ages.

[13:33] Cost in efficient Sale

[18:48] Explanation of the 401(h) component within the plan.

[28:00] Secure Act and Funding Opportunities

[30:30] Books and Resources

Ready to supercharge your retirement planning and discover innovative tax strategies? Tune in now!

Connect with David Podell on LinkedIn at https://www.linkedin.com/in/bbconsultants/

Visit David Podell's Website https://businessbenefitsconsultants.com/

Connect with Jackie on Instagram @jackiemCPA

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

Your host, Jackie Meyer, talks with the owner of JWellsCFO, Jeremy Wells. JWellsCFO is an accounting firm that specializes in helping owners of online businesses maximize their tax savings and build better businesses. They help entrepreneurs manage their businesses, achieve financial peace, and pursue the lifestyle they desire. They build interactive spreadsheets, implement advanced tax strategies, and more to help ease your burden of running a business. They work with you throughout the year to identify and resolve issues preventing you from running the best business you can and living the best life you want.

To learn more about Jeremy's work, click HERE.

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

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

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 has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax strategies.

Shauna holds a Master’s Degree in Taxation from Arizona State University and is one of only five Certified Tax Coaches in Arizona. Her innovative approach to tax planning has earned her features in Forbes, Entrepreneur, and CNNMoney, and appearances on CBS, NBC, and FOX. Shauna is not only a tax expert but also a dynamic educator and speaker, making complex tax strategies accessible and even enjoyable.

12:01 For those that aren't super familiar with the captive insurance concept, let's expand a bit more on what it is and how it can essentially wipe out a $100k liability each year. There's a lot to it. Why do people put it on a nasty list, and how do you stay away from that?

16:22 What are the basics if someone asks you "I have a tax preparer or I have an accountant...they're already doing all this for me..." and the answer's typically no they're not - and it's because if they're more compliance focused, they're just too freaking busy to be looking ahead at proactive stuff. What are warning signs to ask for if you truly want a tax planner?

21:06 How much do you dabble with estate planning and working with estate attorneys, and that side of things?

25:18 Let's circle back. Give me the elevator pitch of what captive insurance is.

36:55 Is there a particular pricing method that you like to use as a tax strategist that you recommend to others?

🔗 Connect with Shauna A. Wekherlien

https://www.linkedin.com/in/taxgoddess

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

We just released a completely automated version that creates client tax plans in minutes! Check it out!

In this episode of The Concierge CPA, your host Jackie Meyer chats with her daughter, Alex Meyer, the most feisty and passionate person she knows.

Alex, who is currently in 10th grade, shares her love for math, art, animals, and travel. She is smart like her mother and does exceptionally well on a day-to-day basis. Some of her favorite activities are singing, dancing, making moves with friends, playing football and flipping her hair. When asked what was that unique thing about her that not many people knew about, she replied that she didn't have a favorite color, but was particularly drawn to purple and yellow. Alex also likes to play online games. She shares that her current challenge so far is trying to figure out how to create an elevator in Minecraft after video tutorials and Youtube hacks repeatedly failed to give her the correct information. 

Alexa shares her dream of one day being a singer, actress, dancer and inventor. She claims to be an expert in designing her hair to match her outfit, which impresses her mother so much. Speaking of mom, the cool thing she learned from her mom is to be honest. She shares how much she appreciates her mom and dad so much, describing them as the coolest parents in the world! In the Meyer household, rule number 1 is honesty, trusting God, loving your parents, and always being kind.

Key Points from the Episode:

• What Alex Meyer Does Exceptionally Well Every Day
• Favorite productivity hack
• The Meyer Family

About Alex Meyer

Alex Meyer is the daughter of Jackie Meyer, a 10th grader with a talent for math calculations, a soccer superstar, and an animal lover. She dreams of one day becoming a singer, dancer, actress and inventor. She is not only smart and versatile, she also dreams of making a huge impact on the world.

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/. 

Your host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most.

To learn more about Tania's work, click HERE.

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

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

I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept.

During our discussion, we debate the possibility of AI taking over compliance tasks in audits and the urgent need for upskilling within the accounting profession to keep up with the rapid advancements in AI technology. As we examine the dynamics of AI adoption, we contemplate whether it will be primarily driven by customer demand or if it will actively shape the accounting profession itself. Our conversation also dives into the ethical implications of AI, addressing the significant ethical issues surrounding its deployment in our field.

Looking ahead, we speculate on the future of AI over the next five to ten years and its potential impact on the accounting profession. We discuss how value is being redefined beyond traditional output metrics, urging fellow accountants to adapt to this evolving paradigm.

What you'll hear in this episode:

[3:05] Why is AI such a pressing issue for accountants?

[8:10] Technology is just a tool, it's part of our tool belt.

[10:45] ChatGPT doesn't care what you call it.

[16:00] Is AI going to take over compliance tasks like audit in the future?

[22:45] We are already behind our education system, and our funnel of accounting majors is already very behind in terms of the skill set we need in the accounting profession.

[25:40] The need for upskilling in tax advisory.

[31:00] Is this going to be driven by the customer, or is it going to drive the profession?

[34:20] Should we start using chatbots to summarize articles, emails, etc.?

[44:35] What's the biggest ethical issue you see with AI?

[47:35] Where is this going over the next five to ten years?

[53:35] Redefining value outside of output and how it will evolve.

Connect with Darren on Twitter @dazglanville and learn more with him on the Fathom website: https://blog.fathomhq.com/author/darren-glanville

Learn more from Ed on his website https://www.edkless.com/ or connect with him on LinkedIn @Ed Kless

Connect with Donny on LinkedIn @Donny Shimamoto and learn more about Intraprise TechKnowlogies on their website https://www.intraprise.us/

Learn more about Shannon's services on her website https://www.fitnancialsolutions.com/accounting and connect with her on Instagram @shannonkweinstein

Connect with Jackie on Instagram @jackiemCPA

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

Your host, Jackie Meyer, talks with CPA and Author, Lorilyn Wilson. Lorilyn excels at distilling financial concepts into takeaways that business owners find actionable and clear. A proponent of modern accounting, she firmly believes that business owners—her clients—can find freedom and flexibility by embracing cloud-based accounting solutions. As a small business owner herself, Lorilyn’s goal is to equip business owners with the tools and support to move forward and grow their businesses with confidence. She also hosts her own tax-law podcast, The Good, The Bad, and the Ugly Accounting Podcast.

To learn more about Lorilyn's work, click HERE.

To check out Heater Media, click HERE.

To listen to The Good, The Bad, and the Ugly Accounting Podcast, click HERE.

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

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

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, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client profiling? Join us for an insightful conversation that's bound to spark inspiration and growth!

Catch a glimpse of the strategies, mindset shifts, and key takeaways that can elevate your own journey as an accountant or aspiring professional. Whether you're navigating the intricacies of the industry or looking for valuable tips, this episode is packed with golden nuggets!

Ready to join the conversation? Don't miss out! Click play and soak in the wisdom shared by Mike, a seasoned CPA and attorney.

Timestamps :

[03:00]: Mention of the book "The Business Playbook."

[4:30]: Discussion on the lack of a specific playbook for the accounting profession.

[6:00]: Mention of traction and EOS (Entrepreneurial Operating System) concepts.

[8:00]: Brief discussion on the Small Firm Roadmap for law firms.

[10:30]: Comparison of pricing legal services and tax advisory services.

[12:00]: Introduction to the subscription model for tax and legal services.

[13:30]: Challenges and time taken to develop a legal subscription model.

[15:00]: Importance of real-time access for legal and tax services.

[16:30]: Integration of legal and tax services in subscriptions.

[18:00]: Utilizing a profiling approach for client categorization.

[19:30]: Moving from three-tier packaging to client profiling.

[21:00]: Defining enterprise-level clients and owner-operators.

[22:30]: Considerations and adjustments in setting service fees.

[24:00]: Advice on getting coaching for business and surrounding oneself with like-minded individuals.

[26:00]: Brief discussion on conferences and networking.

[27:00]: Importance of community and mindset in business.

[29:30]: The value of meeting people face-to-face at conferences.

[31:00]: Mention of various coaches and their impact.

[3:00]: Final thoughts on coaching, community, and mindset.

[34:00]: Closing remarks and contact information.

Book References :

The Business Playbook - https://www.thebusinessplaybook.com/.

The Small Firm Roadmap - https://lawyerist.com/book/.

Connect with Mike Payne on LinkedIn at https://www.linkedin.com/in/michaelpaynejdcpa/.

Connect with Jackie on Instagram @jackiemCPA

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

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 I like to throw out there around 1031 exchanges that people can get trapped in

4:35 There are certain states that don't necessarily recognize like kind exchanges like others. Is that correct?

5:59 What are some other things to kind of look out for and who's a good...how would a tax advisor identify the right clientele for like kind exchanges? 

8:45 The like-kind exchange used to qualify a lot of different types of property. Now it's specific to real estate and investment property. Is that correct?

9:31 Tell us a little bit more about using a Delaware Statutory Trust.

11:38 Now why is it so important for advisors, accountants, etc. to work with a company like your's to do these things?

16:27 Is there talk of any changes to the tax regs around like kind exchanges?

19:41 Talking a little bit more about the accounting profession or what not - is there a particular piece of advice that you may give an accountant if they're looking to start adding more advisory services into their portfolio and to start working for companies like your's?

25:19 I'm curious if there's a particular case with a client that you've worked with that maybe went off the rails, and you got back on track, and you were super excited about it. Or you just had an immense amount of savings. Can you think of an example of something like that where it was really unique or special to you when it comes to the savings involved?

37:25 Rich Dad Poor Dad book by Robert T. Kiyosaki:

https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

🔗 Connect with Michael Scherer

https://www.linkedin.com/in/michael-scherer-8147504/

https://www.rcxcapitalgroup.com

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this episode of The Concierge CPA, Jackie Meyer interviews Michael Scherer, Senior Regional Vice President of RCX Capital Group, discussing the complexities of 1031 exchanges and the best strategies for real estate investors. Michael sheds light on how 1031 exchanges, particularly Delaware Statutory Trusts (DSTs), can provide significant tax savings and portfolio diversification for real estate owners. He emphasizes the importance of working with qualified intermediaries and solution-agnostic advisors to navigate 1031 exchange investment options, ensuring clients maximize their tax benefits.

One of the key takeaways from the conversation is the importance of real estate strategies that help clients defer capital gains taxes. Scherer explains how RCX Capital offers a tailored approach to 1031 exchange investments, focusing on the unique needs of each client. He shares case studies that highlight innovative combinations of 1031 exchanges and Opportunity Zones to optimize outcomes. Additionally, Scherer introduces a zero-cashflow DST strategy, allowing exchangers to refinance up to 85% of their equity, offering greater flexibility and liquidity.

Michael also discusses the broader landscape of real estate strategies, emphasizing that high-net-worth investors with significant capital gains should explore best 1031 exchange investments to ensure long-term wealth building. By working with firms like RCX Capital, clients can access a variety of 1031 exchange investment options, including passive real estate...

I'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the idea that your passions can coexist with your profession, even in traditionally conservative fields like accounting.

But that's just the tip of the iceberg! Scott goes on to share invaluable insights into branding and the inner workings of his successful accounting firm. What really sets their firm apart is Scott's ability to stay hands-off in the daily operations, allowing his team to still achieve remarkable success. He dives deep into the concept of trust within the workplace and how it empowers his employees to excel, offering a valuable lesson for any business leader.

But here's the real nugget of gold from this conversation: Scott unveils the main characteristic that sets successful business owners apart – humility. He emphasizes the importance of continuous self-improvement, which is at the heart of entrepreneurship and leadership.

As we journey through this episode, Scott shares his insights into the evolving landscape of entrepreneurship, leadership, and personal growth, offering invaluable advice for navigating the modern business world. So, if you're ready to dive into a fascinating conversation about accounting, entrepreneurship, leadership, and personal growth, you won't want to miss this episode!

What you'll hear in this episode:

[1:55] Scott talks about accountants who have passions such as rap, and dance.

[6:45] Scott talks about branding, and his business operations.

[9:05] Scot discusses how he is able to stay out of the daily operations of his successful accounting firm by trusting employees.

[16:40] Scott talks about Leadership roles and team growth.

[25:00] Scott discusses the main characteristic of successful business owners, which is humility, as well as self-improvement.

[29:55] Scott talks about Entrepreneurship, leadership, and personal growth.

[34:45] Scott talks about the social media platforms that he uses.

Check out The Accounting High Podcast

Find more information about Botkeeper Conference, AKA Unchained: https://www.botkeeper.com/en/knowledge/ai-unchained-conference

Check out The Unique CPA Conference with Randy Crabtree: https://tri-merit.com/the-unique-cpa-2023-conference-bridging-the-gap/

Check out The Dancing Accountant, Nanci McClelland: https://www.thedancingaccountant.com/

Check out the TaxTwitter Retreat: #TaxTwitter Retreat Unveiled! - Tri-Merit

Connect with Jackie on Instagram @jackiemCPA

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

Your host, Jackie Meyer, talks with the Founder of Intraprise TechKnowlogies, Donny Shimamoto. The visionary behind the Center for Accounting Transformation, Donny is leading a movement to enable transformation and change the world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques. Donny is the visionary behind the Center for Accounting Transformation and he's leading a movement to enable transformation and change the world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques.

To learn more about Donny's work with ITK, click HERE.

To learn more about Donny's work with the Center for Accounting Transformation, click HERE.

To check out Donny's LinkedIn, click HERE.

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

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

I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT.

We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If you're looking for practical strategies to help you utilize this emerging technology in your accounting practice, look no further!

The panel speculates on the future of the accounting profession, considering whether AI and automation could replace us. The truth is that AI may replace some jobs in the field; adaptability and upskilling are crucial for staying relevant.

We also consider the legal implications for tax preparers using AI in their processes. Remember, ChatGPT can only utilize information up to a certain point. However, tax regulations and compliance requirements continue to change. Still, this new technology is revolutionizing tax prep by improving efficiency and accuracy! Tune in for all of the considerations and best practices.

What you'll hear in this episode:

[2:28] Welcome to the show.

[9:09] The importance of gender-neutral pronouns in tech.

[14:56] What do you think about the accuracy of Chat GPT?

[18:30] Preloading prompts for Chat GPT

[25:28] Creating baseline content and expanding on it.

[32:13] What is technical insight and how does it work?

[35:44] What do you think is going to replace accountants in the future?

[40:39] What’s going to happen to the jobs that are going to need to be done with lists and spreadsheets?

[44:00] What are the implications for tax preparer’s from a legal perspective?

[50:50] How the technology is going to change the world of tax audits.

Connect with Scott Scarano on LinkedIn @Scott Scarano

Check out Scott's Podcast Accounting High

Connect Randy Johnston on LinkedIn @Randy Johnston

Check out K2 Enterprises for your accounting needs https://www.k2e.com/

Connect with Kelly Mann on LinkedIn @Kelly Mann

Check out AuditMiner so you can streamline your auditing process for your CPA firm https://auditminer.com/

Connect with Jeremy Wells on LinkedIn @Jeremy Wells

Check out Jeremy's podcast The CPA Advisory Show

Check out JWellsCFO for scaling your agency tax stress-free

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/. 

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 speakers and captivating topics.

We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy has taken to infuse wellness initiatives and community-building into his conferences. From there, we take a deep dive into the potential changes to future conferences he hosts.

Randy shares his expert perspective on the latest trends and events in the accounting industry, including tax credits for businesses. He shares the unique ways businesses can take advantage of credits and how his business, Tri-Merit can help. From this conversation, you'll gain firsthand knowledge on leveraging tax credits to their maximum potential. Trust me, you won't want to miss it!

What you'll hear in this episode:

[1:20]Randy's conference for accountants with notable speakers and topics.

[5:40]Mental health, vulnerability, and entrepreneurship.

[11:35]Mental health in the accounting profession.

[16:35]Wellness initiatives and community building at a conference.

[20:35]Improving conference experience through exclusivity and community building.

[25:10]Accounting industry trends and events.

[29:40]Tax credits for businesses, including renewable energy and investment tax credits.

[35:30]IRS audits and tax credits with a CPA.

Connect with Randy on Instagram: https://www.linkedin.com/in/randy-crabtree-1945a67/

Learn more about Tri-Merit https://tri-merit.com/

Connect with Jackie on Instagram @jackiemCPA

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

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 the realization that hitting rock bottom isn't a prerequisite for recovery.

Seth's career took an unconventional turn as he pursued his passion for creativity rather than sticking to accounting as a fallback. He shares his challenges in toxic work environments, especially during his time at a CPA firm, where he grappled with tax returns and felt unsupported by colleagues. This led to frustration and tears, but it was also the catalyst for his journey into entrepreneurship.

From there, Seth's entrepreneurial spirit flourished as he built a side hustle in web design, eventually expanding into bookkeeping and Excel services. His knack for creating engaging and informative video content set him on a path of education and entrepreneurship. We discuss his approach to making accounting videos captivating, emphasizing humor, eye contact, and personal connection.

Our conversation takes an exciting turn as we dive into Seth's obsession with productivity and his love for the organizational powerhouse, Notion. He's working on a groundbreaking "Bulletproof Notion Project" to revolutionize how we handle tasks and information. Seth also shares his plans for an educational Notion course and a CRM template—exciting developments for productivity enthusiasts.

We wrap up with insights on productivity systems, staying connected to the industry, and the power of meditation and mindset in the accounting profession. Seth's journey is a testament to resilience and reinvention, making this episode a must-listen for anyone seeking inspiration in their career and personal life. Tune in to The Concierge CPA with Seth David for a transformative experience!

What you'll hear in this episode:

[1:00] Seth's addiction, recovery, and career path.

[8:05] Addiction, enabling, and hitting rock bottom

[11:45] Addiction recovery, career evolution, and entrepreneurship

[17:40] Building a side hustle through web design and data analysis

[19:55] Creating and sharing video content for bookkeeping and accounting questions

[23:30] Making accounting videos engaging and informative

[27:00] Productivity, note-taking, and organization

[33:10] Creating a course on Notion templates and DIY CRM building

[36:20] Productivity systems and finding the right tool for efficiency

[39:25] Meditation, mindset, and recovery for accounting professionals.

Connect with Seth on Instagram @nerdenterprises

Visit Seth's website: https://www.nerdenterprises.com

Check out Seth's book, Getting Things Done: The Art of Stress-Free Productivity

Connect with Jackie on Instagram @jackiemCPA

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

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 in Chicago that focuses on providing exceptional small business accounting services. Join us as we dive into Alton's journey and gain valuable insights into the world of accounting and entrepreneurship.

🔗 Connect with Alton Bell

https://www.linkedin.com/in/alton-bell-ii-ea-a738667

https://www.bell-tax.com

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Your host, Jackie Meyer, talks with Brandon Hall, a Managing Partner at Hall CPA PLLC. Hall CPA offers accounting and tax services to grow your real estate business. Their specialized real estate expertise uncovers opportunities other CPA firms miss. 80% of their advisors are real estate investors, and 100% are real estate investment experts. Their elite team of Real Estate CPAs will guide you through proactive tax planning and outsourced accounting services. After working with over 800+ investors, they designed four core services to meet the needs of growth-minded real estate investors.

To learn more about Brandon's work, click HERE.

To view Brandon's LinkedIn, click HERE.

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

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

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 unique value it brings to clients.

🔗 Connect with Jackie Meyer and Dave Lukas

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Dave's LinkedIn at https://www.linkedin.com/in/davelukas

Sponsored by TaxPlanIQ - https://www.taxplaniq.com

In this episode of The Concierge CPA, your host Jackie Meyer talks with Mike Jesowshek, CPA, Entrepreneur, Founder and Host of the Small Business Tax Savings Podcast.

Mike, a successful entrepreneur who started young, shared his journey and what he learned from the many stages of his life, including massive failures and successes. He believes in the power of collaboration where professionals begin to align with the same goal, be there for each other and not feel alone. 

Over his 4 years of podcasting, Mike has shared the importance of taking things one step at a time and staying consistent with what you're doing until you gain momentum. When asked what has kept him going all these years, he gave a clear and concise answer, emphasizing the importance of understanding what your goals are. Mike says, you can design your podcast not only to gain popularity, but also as a research tool for the company and a useful resource for its customers. While he acknowledges that it's a long and hard game, he advises to post content regularly and be consistent with it.

With years of experience, Mike has never failed to provide business productivity advice and tips. As a business owner, he shared his concept of letting go of day-to-day work and starting to delegate and be able to trust people with the idea they have to offer. He emphasizes the importance of having points of silence, that is, knowing when you switch off from day to day and when you should take time for fun, being able to disconnect and refresh your mind.

Key Points from the Episode:

• Tips for starting a podcast
• The challenges of an entrepreneur and overcoming them
• Workflow products and productivity hacks
• The idea of ​​"letting go" from a productivity perspective
• Tips for staying sane while working in the industry
• What is Time Blocking and why is it important

About Mike Jesowshek

Mike is the Founder and Host of the Small Business Tax Savings Podcast. Mike has spent his entire career as an entrepreneur. He was CFO and co-founded several companies. Throughout that journey, he has experienced all business stages, from the good to the bad.

Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business TaxSavings Podcast was born.

Mike earned his Bachelor’s degree in Business Administration and Master's degree in Accounting. He is a licensed CPA.

When Mike is not in the office you can find him spending time with family and friends. He is also an avid sports fan and you can often find him rooting for his Milwaukee Brewers, Wisconsin Badgers, Milwaukee Bucks, and Minnesota Vikings. 

About Small Business Tax Savings Podcast

The Small Business Tax Savings Podcast was created by business owners for business owners. Every week, they'll explain exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff. 

Links Mentioned in this Episode:

Want to learn more? Check out Small Business Tax Savings Podcast’s website at https://www.taxsavingspodcast.com/

Check out Small Business Tax Savings Podcast on LinkedIn at https://www.linkedin.com/company/taxsavings/

Check out Mike Jesowshek on LinkedIn at