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

Mostrando página 3 de 4

35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb 23/11/2023
34 - Bridging the Gap with Tri-Merit's Randy Crabtree 09/11/2023
33 - Accounting Highs and Lows With Visionary Scott Scarano 26/10/2023
32 - The AI Thinktank with Randy Johnston and Brian Tankersley 12/10/2023
31 - A Journey Of Faith in Finance with Keith Conley 28/09/2023
30 - How to Hire a Tax Planner 14/09/2023
29 - The Secret Behind the Top 1% Accounting Firms 31/08/2023
28 - Don't Drop Your Balls: The Art of Prioritization 17/08/2023
27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith 27/07/2023
26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats 13/07/2023
25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler 29/06/2023
24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein 22/06/2023
23 - Being Present with Mariette Martinez and Misty Megia 17/04/2023
22 - The Journey to Tax Accounting Services with Platinum Book Keeper's Tania Santos 10/04/2023
21 - The Credit Guy with Tri-Merit's Randy Crabtree 06/04/2023
20 - The Accounting Titan with GO CPA's Greg O'Brien 03/04/2023
19 - The Royal and Wise Queen of QuickBooks with Royalwise's Alicia Pollock 27/03/2023
18 - Hoping for a Secure Future with Donny Shimamoto 20/03/2023
17 - The Process Guy with Hall CPA PLLC's Brandon Hall 16/01/2023
16 - Behind the Curtain with Realize's Jason Staats 09/01/2023
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