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The Concierge CPA
Jackie Meyer
72 episodes
1 week ago
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Careers
Business,
Entrepreneurship
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All content for The Concierge CPA is the property of Jackie Meyer and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
Show more...
Careers
Business,
Entrepreneurship
Episodes (20/72)
The Concierge CPA
73 - How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
1 week ago
33 minutes 45 seconds

The Concierge CPA
72 - You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use
3 weeks ago
36 minutes 55 seconds

The Concierge CPA
71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm?
3 months ago
1 hour 3 minutes 36 seconds

The Concierge CPA
70 - The Secret to Growing Your Business While Giving Back | Brandon Adjei
3 months ago
42 minutes 42 seconds

The Concierge CPA
69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda
4 months ago
34 minutes 4 seconds

The Concierge CPA
68 - How One Guy Became Every Trusted Advisor in the Room & The Coach, w/ Chris Papin
4 months ago
29 minutes 33 seconds

The Concierge CPA
67 - Scaling Smart: Matt Tait on Building a Firm With People, Process, and Profit
5 months ago
52 minutes 27 seconds

The Concierge CPA
66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
6 months ago
52 minutes

The Concierge CPA
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes
7 months ago
42 minutes 32 seconds

The Concierge CPA
64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season
7 months ago
39 minutes 6 seconds

The Concierge CPA
62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in Office
7 months ago
58 minutes 55 seconds

The Concierge CPA
61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave Spence
9 months ago
46 minutes 28 seconds

The Concierge CPA
60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group
9 months ago
52 minutes 47 seconds

The Concierge CPA
59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)
10 months ago
48 minutes 13 seconds

The Concierge CPA
58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris Farrell
10 months ago
48 minutes 34 seconds

The Concierge CPA
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s
11 months ago
47 minutes 55 seconds

The Concierge CPA
56 - How to Benchmark Better for Advisors
12 months ago
42 minutes 54 seconds

The Concierge CPA
55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker
1 year ago
34 minutes 54 seconds

The Concierge CPA
54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
1 year ago
42 minutes 13 seconds

The Concierge CPA
53 - How To Go Global with Nick Sinclair of TOA
1 year ago
40 minutes 46 seconds

The Concierge CPA
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.