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    The Concierge CPA

    The Concierge CPA

    The Concierge CPA

    ratings:
    Length:
    45 episodes
    Language:
    English
    Format:
    Podcast

    Description

    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.
    Language:
    English
    Format:
    Podcast

    Episodes1 - 10 of 45 episodes

    Title

    46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld

    Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to ...

    50 minutes
    		May 14, 2024

    45 - The Growing Field of Cannabis Accounting: Challenges, Opportunities, and Advocacy

    In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting wit...

    45 minutes
    		May 01, 2024

    44 - Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' Commitment

    On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Uni...

    42 minutes
    		Apr 23, 2024

    43 - Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth

    Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate Ame...

    51 minutes
    		Apr 01, 2024

    42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas

    Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for ...

    41 minutes
    		Mar 07, 2024

    41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia"

    Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insi...

    51 minutes
    		Feb 23, 2024

    40 - Mastering the CPA Game with Mike Payne

    In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth ...

    42 minutes
    		Feb 16, 2024

    39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell

    In this episode, join me with David Podell, a seasoned expert in defined benefit plans ...

    46 minutes
    		Feb 09, 2024

    38 - Pricing With Purpose with Geraldine Carter

    In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geral...

    44 minutes
    		Jan 30, 2024

    37 - Bottoms Up - Raising the Bar With Seth David

    In this episode, we explore Seth David's remarkable journey through addiction, recovery...

    47 minutes
    		Dec 21, 2023