The Concierge CPA Jackie Meyer

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alexandra also highlights the company's commitment to providing a wide range of services, from tax preparation to bookkeeping, to meet the diverse needs of their clients.
🔗 Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Book reference:
https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X

Sponsored by Unison Globus: https://www.unisonglobus.com

Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for operational efficiency and increasing revenue, providing invaluable insights for aspiring entrepreneurs and established business owners alike.
🔗 Connect with Jackie Meyer and Julie Smith
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Julie's LinkedIn at https://www.linkedin.com/in/the-julie

Sponsored by TaxPlanIQ - https://www.taxplaniq.com

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to clients.
🔗 Connect with Jackie Meyer and Dave Lukas
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Dave's LinkedIn at https://www.linkedin.com/in/davelukas

Sponsored by TaxPlanIQ - https://www.taxplaniq.com

Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now!
Gain insights into cutting-edge accounting tools and strategies. Uncover the secrets to navigating financial statements, tax planning, and industry benchmarks. Elevate your accounting game with the Unofficial Quickbooks Accountants Podcast!
TimeStamps :
[02:09] - Hector and Alicia introduce themselves
[03:27] - Discussion starts about the podcast's early success
[05:32] - Alicia talks about training methods
[12:51] - Hector discusses how markets, people, technology evolve over time
[15:25] - Hector introduces his new conference and app
[16:53] - Discussion with Alicia begins
[18:04] - Alicia talks about changes happening with QuickBooks desktop
[20:18] - Alicia introduces her new book
[21:06] - Book helps map taxes to financial statements
[22:36] - Alicia discusses new training portal offering
[23:16] - Alicia wraps up key points at the end

🔗 Connect with Hector Garcia and Alicia Katz Pollock:
Hector's YouTube: https://www.youtube.com/hectorgarciacpa./
Alicia's Website: www.royalwise.com/

Follow their journey on social media:
Hector's Facebook: Hector Garcia CPA
Alicia's Facebook Group: Training for Quickbooks Users
Alicia's Instagram: Alicia Katz Pollock
Hector's Facebook Community: https://www.facebook.com/groups/aiforaccountants

Book Reference:
Alicia's Quickbooks Desktop https://www.amazon.com/QuickBooks-Des....

Connect with Jackie on Instagram @jackiemCPA
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/
WATCH Tax-Strategies-for-Small-Business-with-Jackie-Meyer at https://learn.royalwise.com/visitor_catalog_class/show/1155008/

In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program.
Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client profiling? Join us for an insightful conversation that's bound to spark inspiration and growth!

Catch a glimpse of the strategies, mindset shifts, and key takeaways that can elevate your own journey as an accountant or aspiring professional. Whether you're navigating the intricacies of the industry or looking for valuable tips, this episode is packed with golden nuggets!
Ready to join the conversation? Don't miss out! Click play and soak in the wisdom shared by Mike, a seasoned CPA and attorney.

Timestamps :
[03:00]: Mention of the book "The Business Playbook."
[4:30]: Discussion on the lack of a specific playbook for the accounting profession.
[6:00]: Mention of traction and EOS (Entrepreneurial Operating System) concepts.
[8:00]: Brief discussion on the Small Firm Roadmap for law firms.
[10:30]: Comparison of pricing legal services and tax advisory services.
[12:00]: Introduction to the subscription model for tax and legal services.
[13:30]: Challenges and time taken to develop a legal subscription model.
[15:00]: Importance of real-time access for legal and tax services.
[16:30]: Integration of legal and tax services in subscriptions.
[18:00]: Utilizing a profiling approach for client categorization.
[19:30]: Moving from three-tier packaging to client profiling.
[21:00]: Defining enterprise-level clients and owner-operators.
[22:30]: Considerations and adjustments in setting service fees.
[24:00]: Advice on getting coaching for business and surrounding oneself with like-minded individuals.
[26:00]: Brief discussion on conferences and networking.
[27:00]: Importance of community and mindset in business.
[29:30]: The value of meeting people face-to-face at conferences.
[31:00]: Mention of various coaches and their impact.
[3:00]: Final thoughts on coaching, community, and mindset.
[34:00]: Closing remarks and contact information.

Book References :
The Business Playbook - https://www.thebusinessplaybook.com/.
The Small Firm Roadmap - https://lawyerist.com/book/.

Connect with Mike Payne on LinkedIn at https://www.linkedin.com/in/michaelpaynejdcpa/.

Connect with Jackie on Instagram @jackiemCPA
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience.
Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.
Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about front-loading contributions, combination plans, and the potential for six-figure tax savings. David emphasizes simplicity, efficiency, and customization for optimal results.

What you'll hear in this episode:
[03:16] Discusses about Defined Benefit Plan
[06:11] Age Considerations and Contribution Opportunities in Defined Benefit Plans.
[09:42] Contributing to Defined Benefit Plans at Different Ages.
[13:33] Cost in efficient Sale
[18:48] Explanation of the 401(h) component within the plan.
[28:00] Secure Act and Funding Opportunities
[30:30] Books and Resources

Ready to supercharge your retirement planning and discover innovative tax strategies? Tune in now!

Connect with David Podell on LinkedIn at https://www.linkedin.com/in/bbconsultants/
Visit David Podell's Website https://businessbenefitsconsultants.com/

Connect with Jackie on Instagram @jackiemCPA
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/