The Concierge CPA

The Concierge CPA

Por: Jackie Meyer
Hosted by Jackie Meyer, CPA, CCTA, author of The Balanced Millionaire and creator of the ROI Method® of Value Pricing, The Concierge CPA Podcast explores how professional service firm owners build profitable advisory practices, with a focus on tax planning.
75 episodios disponibles

Latest episodes of the podcast The Concierge CPA

76 - Health, Wealth and Tax Savings in One Strategy 401h 15/12/2025
75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading 01/12/2025
74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management 17/11/2025
73 - How to 5x Your Charitable Giving Strategy with Charitable Gift Financing 03/11/2025
72 - You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use 21/10/2025
71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm? 04/08/2025
70 - The Secret to Growing Your Business While Giving Back | Brandon Adjei 21/07/2025
69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda 07/07/2025
68 - How One Guy Became Every Trusted Advisor in the Room & The Coach, w/ Chris Papin 23/06/2025
67 - Scaling Smart: Matt Tait on Building a Firm With People, Process, and Profit 27/05/2025
66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) 12/05/2025
65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes 07/04/2025
64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season 31/03/2025
62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in Office 17/03/2025
61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave Spence 31/01/2025
60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group 21/01/2025
59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ) 13/01/2025
58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris Farrell 08/01/2025
57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s 20/11/2024
56 - How to Benchmark Better for Advisors 13/11/2024
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