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 e…

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 ada…

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 …

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 oper…

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 c…

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 to…

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 practi…

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 ca…

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 satisfactio…

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'…

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 acco…

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 …

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 a…

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 ide…

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, th…

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 Fi…

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 Acco…

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 …

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 bec…

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 accu…

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 accountin…

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 …

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 de…

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 p…

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 …

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 …

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 clie…

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…

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 technique…

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…

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 pri…

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, in…

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…

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 interacti…

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 o…

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…

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 …

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 a…

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…

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…

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…

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…

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 th…

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 jour…

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 …

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 ha…