Jackie Meyer, The Concierge CPA
Jackie Meyer, CPA, is the founder of Meyer Tax Consulting and TaxplanIQ.
She is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you.
If you want to increase your prices, improve your firm's workflow or work with better clientele. Join the Certified Concierge Accountant at yourcca.com, where qualified CPAs collaborate and learn proven techniques to improve your firm’s efficiencies and solve challenges exclusive to the accounting industry. Jackie also teaches tax strategies at TaxPlanningMasterclass.com.
To learn more about Jackie, visit www.JackieMeyerCpa.com.
On this channel, you will find interviews with Industry Experts, tips for the modern accounting firm, reviews of Accounting Software & tools, leading a remote team, insights on Tax Strategies, and more.
C'mon over to our Facebook group Accounting Firm Influencers to continue the discussion.
Thanks for watching!
Twitter: http://www.twitter.com/jackiemeyercpa
The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
What Happens During a US Government Shutdown? Live from DC!
How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use
The Secret to Growing Your Business While Giving Back | Brandon Adjei
UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda
How One EA Went From Undervalued to In-Demand
From Compliance to High-Value Advisory: How EA Daniel Guarin Transformed His Firm with TaxPlanIQ
How to Become the Most Trusted Advisor (w/ Chris Papen)
How This CPA Went from Free Advice to 6 Figures in Additional Revenue with TaxPlanIQ
How One Bookkeeper Uses TaxPlanIQ to Deliver $100K+ in Client Tax Savings
Why One CPA Replaced His Costly Tax Planning Software with TaxPlanIQ—and Never Looked Back
Scaling Smart: Matt Tait on Building a Firm With People, Process, and Profit
How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
Watch Me Build a Complete Tax Plan in Under 5 Minutes!
Retirement Plans Aren’t Just for Retirement: How to Use Solo 401k to Build Net Worth & Save on Taxes
Tax Busy Season Survival Guide: Boundaries That Actually Work (Amy Vetter)
Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in Office
Tax Strategies for an Uncertain Future (The Time to Act is Now w/ Dave Spence)
Why the Future of Accounting is Purpose-Driven (Divakar Vijayasarathy of DVS Advisory Group)
The AI Revolution: Transforming Accounting for the Future Chris Farrell of Liscio
How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)
Why Being Busy Isn’t Good For Your Mental Health (radio interview)
How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s
How to Benchmark Better for Advisors
The Retirement Tax Strategy You Didn't Know About (Jennifer Baker)
Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
How To Go Global with Nick Sinclair of TOA
How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual