Jackie Meyer, The Concierge CPA Rises as the Face of the Modern Accounting Firm
Jackie Meyer, The Concierge CPA is a business coaching service that equips CPAs and EA’s with tools geared toward building, running and growing a successful accounting firm. Jackie Meyer has been refining her entrepreneurial skills for more than a decade. Now she wants to share all her insider secrets with firm owners who want to take their business to the next level. Her business tools and techniques are proven and easily replicable for any accounting firm.
Jackie Meyer specializes in providing innovative tax strategies and coaching programs to executive clientele for a high return on investment. She leads a team of top-tier talent spanning across the U.S. operating with 100 percent virtual workflows.
She is CEO and founder of TaxPlanIQ (Taxplaniq.com), Certified Concierge Accountant (YourCCA.com) and Meyer Tax Consulting (Meyertax.com). She also hosts Accounting Firm Influencers, a 5k Facebook group for accountants.
Jackie Meyer partnered with another coach, Chuck Bauer, to start Certified Concierge Accountant, a Mastermind group coaching course for CPAs and EAs.
“We are revolutionizing the accounting industry, taking firms from just tax preparation to valuable tax planning advisory services using my ROI method, TaxPlanIQ and Certified Concierge Accountant coaching program. Clients become raving fans, and accountants get their time and sanity back to make a positive impact to the world — financially, charitably and economically,” stated Meyer.
The service offers coaching programs, including the Live 6-month Mastermind with Coaches Chuck Bauer & Jackie Meyer CPA, CTC. This program is 900 minutes of live group training consisting of up to 20 qualified CPAs worldwide. It teaches proven techniques to improve firm efficiencies, and participants earn 18 hours of CPE credit.
Another available program is the Self-Study Course Led by Coaches Chuck Bauer & Jackie Meyer CPA. This option is perfect for those who want to study and implement it on their own time and earn up to 18 hours of CPE credit while doing so. It allows monthly Q&A calls with the coaches and gives discounts for live events.
Meyer Tax has a boutique practice for high net wealth executives in Dallas TX, where Jackie developed SAAS software TaxPlanIQ for firms to quote and support the entire tax planning process. With almost 100 firms already using the software, its expanding rapidly.
Meyer is a top-rated speaker, business coach and social media influencer with thousands of students and followers. She served on the Intuit Tax Council (2016–2019) and the Forbes Finance Council (2019–present). She was recently honored in 40 under 40 CPA Advisor Winner (2018/2019) and as the American Institute of Certified Tax Coaches (AICTC) member of the year (2019). She is a proud proponent for lifelong learning and is earning a doctorate in strategic leadership from Regent University.
Her passion is coaching firm owners on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, apply tax strategies and, most of all, have more time off. No more bad days.
More information can be found at http://www.jackiemeyercpa.com.
About Jackie Meyer, The Concierge CPA
Jackie Meyer, The Concierge CPA is a business coaching service that equips CPAs with tools geared toward building, running and growing a successful accounting firm.
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