The Concierge CPA
- Business · Careers, Entrepreneurship
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About
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.
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Recent episodes
- 77 - Roth IRA 2025 Unicorn or BS? What You Need to Know Before the April 15, 2026 Deadline
- 76 - Health, Wealth and Tax Savings in One Strategy 401h
- 75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
- 74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
- 73 - How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
- 72 - You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use
- 71 - The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm?
- 70 - The Secret to Growing Your Business While Giving Back | Brandon Adjei
- 69 - UK Accountant Models 7-Figure Firm In 10 Hrs/Wk. How? Feat. Reza Hooda
- 68 - How One Guy Became Every Trusted Advisor in the Room & The Coach, w/ Chris Papin