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The Concierge CPA Podcast

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An authentic podcast for the Accounting entrepreneur.


This podcast delves into a diverse range of topics, exploring everything from the humble beginnings of our guests to their ambitious plans for future growth, mental health, and Leadership. 

 

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Jackie Meyer
Business Coach for Accountants

Meet your Host Jackie Meyer, CPA, CCA, Doctoral Candidate, and Founder of TaxPlanIQ

Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.
These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.
 

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

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You’re not alone. Join a thriving online group of over 6,000 accountants where you can share insights and get the feedback you need to build a business you love.

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Included is a downloadable bio and collection of headshots all in one easy-to-find spot.

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Jackie was engaging - she is a great presenter! 

Joanne De Leo
 Total Tax Service LLC

Great enthusiasm from the presenters with illustrative and helpful examples.

Stephen Dilworth
 Yarrow Bay Financial

This is one of the best courses I have learned, and it gives me very clear information. Thank you so much for your valuable time. 

Weimin Zhu
 Middle Georgia School