Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
History
Sports
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/ab/88/ae/ab88aec8-f016-dde8-3c8f-12092d40f71c/mza_11088876834097111684.jpg/600x600bb.jpg
The Concierge CPA
Jackie Meyer
75 episodes
3 weeks 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.
Show more...
Careers
Business,
Entrepreneurship
RSS
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 (20/75)
The Concierge CPA
76 - Health, Wealth and Tax Savings in One Strategy 401h
3 weeks ago
31 minutes 10 seconds

The Concierge CPA
75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
1 month ago
25 minutes 43 seconds

The Concierge CPA
74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
1 month ago
33 minutes 4 seconds

The Concierge CPA
73 - How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
2 months 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
2 months 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?
5 months ago
1 hour 3 minutes 36 seconds

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

The Concierge CPA
69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda
6 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
6 months ago
29 minutes 33 seconds

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

The Concierge CPA
66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026)
7 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
9 months ago
42 minutes 32 seconds

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

The Concierge CPA
62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in Office
9 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
11 months ago
46 minutes 28 seconds

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

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

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

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

The Concierge CPA
56 - How to Benchmark Better for Advisors
1 year ago
42 minutes 54 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.