The Concierge CPA

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to retirement planning, focusing on the benefits of solo 401(k) plans, government incentives for small employers, and common misconceptions about retirement contributions. The episode concludes with a lightning round of questions, providing light-hearted insights into the world of tax and finance.

In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory services. The conversation also touches on coaching programs and the need for effective communication in professional settings, culminating in a rapid-fire round of fun questions.

In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and common misconceptions. The conversation also touches on the future of tax advisory services and best practices for tax professionals in navigating this new landscape.

In this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the introduction of the 831B tax code, the challenges posed by IRS regulations, and the importance of understanding unique business risks. Van emphasizes the need for business owners to educate themselves about risk management tools and the significance of proactive planning in navigating the complexities of insurance and compliance, especially as the Trump administration makes changes.

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how to create scalable accounting practices. Learn about overcoming industry challenges, identifying red flags in partnerships, and building tax-free income sources for the future. This episode is packed with actionable insights for accountants and financial advisors looking to elevate their services and plan for long-term success.

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to approach partnerships, embrace cultural alignment, and redefine success in the accounting industry. Perfect for accountants, entrepreneurs, and professionals seeking actionable advice to scale their businesses and achieve growth!00:03:32 Tell us a little bit about your background and where you are today.00:06:41 How did you turn your life around after starting in challenging circumstances?00:10:03 How much personal responsibility does one take versus relying on fate in life?00:14:51 Who do you service with your company? Do you work only with high-net-worth clients or smaller firms as well?00:16:28 What are the chronic challenges accounting firms face that impact scalability?00:19:47 What makes DVS unique in its business approach compared to traditional accounting firms?00:24:20 What red flags do you watch out for when partnering with firms?00:26:12 What are the most important factors you consider in a partner's mindset?

In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?00:11:39 What is the difference between passive and active material participation in real estate for tax purposes?00:17:34 What role does strategic partnership play in enhancing CPA firms' service offerings?00:18:00 What is the process for integrating a new tax strategy with minimal client disruption?00:20:47 How can CPAs effectively reduce clients' income tax liabilities using innovative strategies?00:30:02 What trends are you seeing in audits related to emerging tax strategies?

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows, enhancing client communication, and streamlining operations. Chris shares insights into the importance of secure client portals, the shift towards self-service tools, and the role of technology in improving client experiences. Tune in for expert advice on how accounting firms can embrace change and thrive in the digital age.00:12:50 What is the biggest challenge accounting firms are facing today?00:20:45 How can firms improve client experience in the modern era?00:23:30 What are some of the best tools for streamlining workflows?00:28:10 What role does AI play in transforming accounting practices?00:31:45 How do firms ensure data security while adopting digital tools?00:35:55 How do you recommend firms start transitioning to new technologies?00:39:20 What are the key benefits of using portals for client interactions?00:43:30 What advice would you give to accountants about embracing change?

In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding the right partners, avoiding common pitfalls, and exploring industry initiatives designed to strengthen collaboration and client value.2:01 How did you get into financial planning and wealth management?4:08 How would you define a virtual family office?6:02 What do you think about the relationship between accountants and financial advisors?9:03 How can advisors prove themselves as quality partners to CPAs?11:52 Can you explain the initiative we've been working on together?17:31 Why do you think strategic partnerships are important?20:01 How can accountants become more proactive for clients?22:22 Do you have any upcoming initiatives you can share?30:30 What are red flags when building partnerships?

Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ's trusted advisor model, along with its integrations and customizable data, can elevate client advisory services across accounting, banking, and beyond.00:01:25 What is Vertical IQ?00:02:02 How does an advisor typically use Vertical IQ?00:04:15 Does Vertical IQ include benchmarking data?00:07:27 What inspired the founding of Vertical IQ?00:10:04 Why is cash flow so important in business?00:11:13 How can Vertical IQ help firms stand out?00:13:46 What are Vertical IQ's key accomplishments and future goals?00:22:50 How does Vertical IQ act as a trusted advisor?00:24:23 How is technical expertise beneficial in sales roles?00:25:32 How does Vertical IQ stand out in the benchmarking data market?00:27:36 Can Vertical IQ help clients expand or relocate?00:28:40 Are more firms embracing advisory services?

In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer's journey from CPA to Certified Financial Planner, navigating the world of independent financial advising. Don't miss the in-depth conversation on strategies that can make a significant difference for tax-conscious business owners.00:01:07 What are the differences between defined benefit plans and cash balance plans?00:02:04 How did you get into wealth management?00:02:58 Can you tell me about your firm's services?00:04:38 How would you describe a cash balance plan?00:07:20 Why are cash balance plans lucrative for taxpayers?00:08:32 Can you explain how someone can pre-stack benefits in a cash balance plan?00:11:26 What are the key parameters for a cash balance plan?00:13:04 Who are cash balance plans good for?00:17:16 What makes a cash balance plan flexible?00:18:20 Why did you start your own company?00:19:48 How do you manage work-life balance as a business owner?00:21:16 Who is the ideal client for your firm?00:22:30 What's your view on retirement planning for business owners?00:23:54 What sets successful accounting firms apart?

1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today?2:40 What makes 1031's so complex? Tell us more about that.3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in4:35 There are certain states that don't necessarily recognize like kind exchanges like others. Is that correct?5:59 What are some other things to kind of look out for and who's a good...how would a tax advisor identify the right clientele for like kind exchanges? 8:45 The like-kind exchange used to qualify a lot of different types of property. Now it's specific to real estate and investment property. Is that correct?9:31 Tell us a little bit more about using a Delaware Statutory Trust.11:38 Now why is it so important for advisors, accountants, etc. to work with a company like your's to do these things?16:27 Is there talk of any changes to the tax regs around like kind exchanges?19:41 Talking a little bit more about the accounting profession or what not - is there a particular piece of advice that you may give an accountant if they're looking to start adding more advisory services into their portfolio and to start working for companies like your's?25:19 I'm curious if there's a particular case with a client that you've worked with that maybe went off the rails, and you got back on track, and you were super excited about it. Or you just had an immense amount of savings. Can you think of an example of something like that where it was really unique or special to you when it comes to the savings involved?37:25 Rich Dad Poor Dad book by Robert T. Kiyosaki:https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194

4:04 Rob Nixon - who coaches accounting firms6:44 Where are the offices of TOA Global? How did you decide where to put offices?10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it.10:21 With outsourced functions, what all do ya'll provide? What are accounting firms kind of demanding or really needing right now? What's in high demand?12:17 What are your thoughts around advisory and how much accounting firms - financial advisors...do you help support that transition towards advisory as well?15:17 In the U.S., you just throw CPA or EA in a bucket and the client just assumes they do everything, and to me I feel like there should be some more oversights 16:34 Why do firms need to outsource, and what is this kind of crisis that we're in right now?20:02 A lot of the bigger firms are already outsourcing. Some successfully. Some not. Where is it going wrong, versus how you found it to go right?22:18 Tell me a little more specifics about how your process works. So, I come to you and I say "Hey, I need a bookkeeper." Do you go find that talent that has the experience level that I'm asking for?23:10 Who would not be a good fit for outsourcing?30:40 The role of AI: Are the services and work that you're supplying - is it going to change drastically?32:32 What would you say is the biggest problem that smaller accounting firms face today?34:10 Dan Martell, Author of Buy Back Your Time - https://www.BuyBackYourTime.com37:11 Accounting firms need to be inspirational39:10 Shirley Koss at TOA Global: https://www.linkedin.com/in/shirleykoss

2:33 Tell us a bit about your firm and how you got to where you are.3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm?5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it?7:18 You said you fell in love with tax prep and review. You're one of the few people I've heard say that. What made you fall in love with tax prep?8:32 What's your favorite thing out of all the activities you do now?9:29 Client meetings: Did you move that to completely virtual, or is there an in-person option?10:50 Speaking of tax planning, you mentioned that you recently, within the last year, had your biggest tax plan ever where you saved someone $1 million. Is that right?14:13 We have a new growth plan at TaxPlanIQ.18:20 I reached out to my favorite author Gino Wickman who wrote Traction: Get A Grip On Your Business.19:21 I had Brandon Hall on The Concierge CPA.21:00 Hopping back over to real estate: The short term rental loophole - tell us a little bit more about that, and tell us about what is going on with legislation there. 25:02 Are ya'll taking new clients, or are you maxed out?27:43 Earlier you hinted at some unique ways you onboard clients and certain questions that you ask. We talked about this is something that is kind of unique to your firm. Tell us more about what you do.31:20 People love transparency.36:13 What do you think the biggest challenge is for small business owners or entrepreneurs, whether accountants or any white collar / blue collar business owner?40:34 You spent the last year in an RV. Tell us all about that.44:16 If anyone is interested in the home schooling: You mentioned some online resources. Is there a particular place you recommend people would go to start looking at that?47:09 How can people reach out, or what is your handle to follow you on LinkedIn and Twitter?

Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess'. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax strategies.Shauna holds a Master's Degree in Taxation from Arizona State University and is one of only five Certified Tax Coaches in Arizona. Her innovative approach to tax planning has earned her features in Forbes, Entrepreneur, and CNNMoney, and appearances on CBS, NBC, and FOX. Shauna is not only a tax expert but also a dynamic educator and speaker, making complex tax strategies accessible and even enjoyable. 12:01 For those that aren't super familiar with the captive insurance concept, let's expand a bit more on what it is and how it can essentially wipe out a $100k liability each year. There's a lot to it. Why do people put it on a nasty list, and how do you stay away from that?16:22 What are the basics if someone asks you "I have a tax preparer or I have an accountant...they're already doing all this for me..." and the answer's typically no they're not - and it's because if they're more compliance focused, they're just too freaking busy to be looking ahead at proactive stuff. What are warning signs to ask for if you truly want a tax planner?21:06 How much do you dabble with estate planning and working with estate attorneys, and that side of things?25:18 Let's circle back. Give me the elevator pitch of what captive insurance is.36:55 Is there a particular pricing method that you like to use as a tax strategist that you recommend to others?

In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let your expertise align.13:26 The Short Book Formula by Author Paul G. McManus18:00The Art of Collaboration by Authors Anton J. Anderson & Paul LathamForewords by Dr. Jackie Meyer and Jonathan S. Kuttin22:09The Tax-Free Business Owner by Author Mark Miller35:51How do you become an Amazon best selling author?36:35Author Jordan Raynor40:55What is the difference between a traditional publisher and hybrid publisher?51:56The 4-Hour Workweek by Author Tim Ferriss52:18What AI tool is going to save people hours upon hours of time by utilizing it to help them write?

Today's new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey from Thomson Reuters Tax and Accounting to her own marketing business. They talk about the challenges accountants face in balancing client service with business development, consultative selling, effective marketing strategies, and the importance of clarity on websites and targeting ideal clients. The conversation also covers advisory services, referral marketing, niche branding, tax representation, collaboration with lawyers, and the importance of educational content in building trust.33:14 Randy Crabtree - Bridging the Cap Conference35:05 Nayo Carter - Best Wardrobe35:20 Nominations: https://www.btgconference.com/bridging-the-gap-award-nomination37:20 Geno WickmanConnect with Gaynor Hardy (Meilke)https://www.linkedin.com/in/gaynormeilkeConnect with Jackie MeyerJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemeyerCPAJackie's work at https://www.jackiemeyercpa.comSponsored by David Podell and Business Benefits Consultants:https://www.BusinessBenefitsConsultants.com

In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on providing exceptional small business accounting services. Join us as we dive into Alton's journey and gain valuable insights into the world of accounting and entrepreneurship.

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she reinvented herself within the accounting industry. Amber also shares her unique perspective on leadership, emphasizing the distinction between technical problems and adaptive challenges.

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase.

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore shifting perceptions, tax complexities, potential regulatory changes, operational challenges, and psychedelics' mental health benefits. Naomi also discusses her advocacy efforts and the importance of regulatory clarity, concluding with insights into the implications of the cannabis industry on accounting and tax planning, stressing the necessity of professional certification.

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.

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.

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.

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

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 @jackiemCPACheck 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 ResourcesReady 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 @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfaction. The episode covers a range of topics, including the pitfalls of traditional pricing models, the power of value pricing, and the transformative impact of specializing in a niche market. Jackie and Geraldine, both seasoned professionals, share their personal experiences and offer practical advice for accounting firm owners looking to elevate their practices.What you'll hear in this episode:[1:07] Introduction of hosts and overview of the episode.[1:27] Discussion on common pricing challenges in accounting.[3:33] The historical perspective on billing models in accounting.[6:14] Exploration of value perception and setting client expectations.[8:42] Insights on the implementation of value pricing in tax planning.[13:05] Strategies for identifying client pain points and customizing solutions.[16:27] Ethical considerations in estimating tax savings.[18:37] The development and impact of specialized tax advisory packages.[23:51] The importance of niching down in accounting.[29:28] Leveraging digital products and subscription models in niche practices.[32:24] Overcoming common misconceptions and challenges in niching.[36:29] Insights on client acquisition in high net worth accounting.[39:25] The journey and benefits of transitioning to a niche practice.[41:10] Closing thoughts and personal recommendations.References:Business Strategy for CPAs by Geraldine Carter: https://www.businessstrategyforcpas.com/Connect with Geraldine Carter on LinkedIn at https://www.linkedin.com/in/geraldine-carter/Visit Geraldine's Website: https://www.climateride.org/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and the realization that hitting rock bottom isn't a prerequisite for recovery.Seth's career took an unconventional turn as he pursued his passion for creativity rather than sticking to accounting as a fallback. He shares his challenges in toxic work environments, especially during his time at a CPA firm, where he grappled with tax returns and felt unsupported by colleagues. This led to frustration and tears, but it was also the catalyst for his journey into entrepreneurship.From there, Seth's entrepreneurial spirit flourished as he built a side hustle in web design, eventually expanding into bookkeeping and Excel services. His knack for creating engaging and informative video content set him on a path of education and entrepreneurship. We discuss his approach to making accounting videos captivating, emphasizing humor, eye contact, and personal connection.Our conversation takes an exciting turn as we dive into Seth's obsession with productivity and his love for the organizational powerhouse, Notion. He's working on a groundbreaking "Bulletproof Notion Project" to revolutionize how we handle tasks and information. Seth also shares his plans for an educational Notion course and a CRM template—exciting developments for productivity enthusiasts.We wrap up with insights on productivity systems, staying connected to the industry, and the power of meditation and mindset in the accounting profession. Seth's journey is a testament to resilience and reinvention, making this episode a must-listen for anyone seeking inspiration in their career and personal life. Tune in to The Concierge CPA with Seth David for a transformative experience!What you'll hear in this episode:[1:00] Seth's addiction, recovery, and career path. [8:05] Addiction, enabling, and hitting rock bottom[11:45] Addiction recovery, career evolution, and entrepreneurship[17:40] Building a side hustle through web design and data analysis[19:55] Creating and sharing video content for bookkeeping and accounting questions[23:30] Making accounting videos engaging and informative[27:00] Productivity, note-taking, and organization[33:10] Creating a course on Notion templates and DIY CRM building[36:20] Productivity systems and finding the right tool for efficiency[39:25] Meditation, mindset, and recovery for accounting professionals.Connect with Seth on Instagram @nerdenterprisesVisit Seth's website: https://www.nerdenterprises.comCheck out Seth's book, Getting Things Done: The Art of Stress-Free ProductivityConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference. Our discussion goes deep as we dive into pressing issues in the accounting industry, including mental health, diversity, and self-care. We believe that fostering a supportive and inclusive environment is crucial, and our discussion reflects that passion. Of course, we'll also delve into the nitty-gritty of tax legislation and firm management, offering you the expertise you need to navigate this complex landscape.In a personal and revealing moment, I open up about my journey, from being an accounting firm owner to becoming a tax software developer and coach. I'll also share my experience with email overload and provide practical tips to help you regain control of your inbox. It's a game-changer that can transform your daily work life.What you'll hear in this episode:[1:05] Mary confirms the dates of the first Tax Twitter conference.[4:55] Mary discusses the Tax Twitter retreat planning, challenges, and key takeaways.[13:05] Brian and Jackie discuss mental health, diversity, and self-care in the accounting industry. [19:10] Firm-wide policies and huddles for productivity.[25:50] Jackie and Brian discuss tax legislation and firm management. [31:45] Mary shares how even the little ways that accountants help make great impacts in someone's life.[36:30] Identity loss after career transitions.[41:20] Jackie shares her experience with email overload and the importance of setting boundaries.Check out the #Tax Twitter Retreat Website at #TaxTwitter | RetreatConnect with Brian on Twitter @cbriancpaConnect with Mary on Twitter @AccountingAsArtConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.Kelly shares how her career took a fascinating turn from litigation to tax law and her journey sheds light on the pivotal role mentors play in shaping our professional paths. There's so much to be learned from Kelly, from the challenges she's faced to common myths in tax law. Looking ahead, we discuss the evolving landscape of tax preparation and why value pricing is crucial for delivering top-notch services to clients. We also dive into the often-overlooked topic of gender inequality in business writing, as well as gender disparities in the law profession.Stay tuned for Kelly's insights on how women can achieve career growth and mentorship in the tax profession. Our discussion is packed with valuable advice and actionable tips. We wrap it up by talking about courage, building a supportive community, and leveraging social media platforms for professional growth and networking. Don't miss out on this dynamic episode that's sure to inspire!What you'll hear in this episode:[1:30] Law, writing, and personal branding.[7:40] Personal and professional growth, with a focus on veterans and mental health.[11:30] Tax law career path and mentorship.[15:25] Career choices, challenges, and tax law myths.[22:35] Tax accounting, communication, and teamwork.[27:20] Teamwork, communication, and AI in accounting and law professions.[32:15] AI in legal practice, resistance, and efficiency.[37:20] The future of tax preparation and the importance of value pricing.[41:00] Gender inequality in business writing.[43:50] Gender inequality in law profession.[48:05] Career growth and mentorship in the tax profession.[53:25] Courage, community, and social media platforms.[57:00] Tax planning and accounting industry insights.Connect with Kelly on LinkedIn https://www.linkedin.com/in/taxgirl/recent-activity/all/Read Kelly's work on Forbes https://www.forbes.com/sites/kellyphillipserb/?sh=1e98b0679cbaConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics.We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy has taken to infuse wellness initiatives and community-building into his conferences. From there, we take a deep dive into the potential changes to future conferences he hosts. Randy shares his expert perspective on the latest trends and events in the accounting industry, including tax credits for businesses. He shares the unique ways businesses can take advantage of credits and how his business, Tri-Merit can help. From this conversation, you'll gain firsthand knowledge on leveraging tax credits to their maximum potential. Trust me, you won't want to miss it!What you'll hear in this episode:[1:20]Randy's conference for accountants with notable speakers and topics. [5:40]Mental health, vulnerability, and entrepreneurship.[11:35]Mental health in the accounting profession.[16:35]Wellness initiatives and community building at a conference. [20:35]Improving conference experience through exclusivity and community building. [25:10]Accounting industry trends and events. [29:40]Tax credits for businesses, including renewable energy and investment tax credits. [35:30]IRS audits and tax credits with a CPA. Connect with Randy on Instagram: https://www.linkedin.com/in/randy-crabtree-1945a67/Learn more about Tri-Merit https://tri-merit.com/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

I'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the idea that your passions can coexist with your profession, even in traditionally conservative fields like accounting.But that's just the tip of the iceberg! Scott goes on to share invaluable insights into branding and the inner workings of his successful accounting firm. What really sets their firm apart is Scott's ability to stay hands-off in the daily operations, allowing his team to still achieve remarkable success. He dives deep into the concept of trust within the workplace and how it empowers his employees to excel, offering a valuable lesson for any business leader.But here's the real nugget of gold from this conversation: Scott unveils the main characteristic that sets successful business owners apart – humility. He emphasizes the importance of continuous self-improvement, which is at the heart of entrepreneurship and leadership.As we journey through this episode, Scott shares his insights into the evolving landscape of entrepreneurship, leadership, and personal growth, offering invaluable advice for navigating the modern business world. So, if you're ready to dive into a fascinating conversation about accounting, entrepreneurship, leadership, and personal growth, you won't want to miss this episode!What you'll hear in this episode:[1:55] Scott talks about accountants who have passions such as rap, and dance.[6:45] Scott talks about branding, and his business operations. [9:05] Scot discusses how he is able to stay out of the daily operations of his successful accounting firm by trusting employees. [16:40] Scott talks about Leadership roles and team growth. [25:00] Scott discusses the main characteristic of successful business owners, which is humility, as well as self-improvement.[29:55] Scott talks about Entrepreneurship, leadership, and personal growth. [34:45] Scott talks about the social media platforms that he uses. Check out The Accounting High PodcastFind more information about Botkeeper Conference, AKA Unchained: https://www.botkeeper.com/en/knowledge/ai-unchained-conference Check out The Unique CPA Conference with Randy Crabtree: https://tri-merit.com/the-unique-cpa-2023-conference-bridging-the-gap/Check out The Dancing Accountant, Nanci McClelland: https://www.thedancingaccountant.com/Check out the TaxTwitter Retreat: #TaxTwitter Retreat Unveiled! - Tri-MeritConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Today we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, this is a game-changer! From crunching numbers to optimizing financial strategies, these cutting-edge technologies are revolutionizing how we approach accounting.But hold on, it gets even more thrilling as we explore the nexus of big data, quantum computing, and cybersecurity. We're peeling back the layers to uncover the vulnerabilities that come with this exciting territory. It's crucial to understand how to protect your business and clients in this dynamic landscape.And speaking of limitations, we've got the scoop on AI language models. We discuss the pitfalls, biases, and ethical concerns you should be aware of when relying on AI for communication and decision-making in the accounting world. We also take a peek at how AI is reshaping roles within the industry!So, if you're ready to navigate the future of accounting with AI as your trusty guide, join us!What you'll hear in this episode:[1:05] AI and quantum computing in accounting. [6:45] Big data, quantum computing, and cybersecurity. [11:35] AI and security and how to protect your business. [16:55] The future of accounting and analytics. [22:15] AI tools for accountants and their limitations. [27:20] AI language models and their limitations. [32:00] AI, and the transformation of role in accounting industry[36:25] Books, personal growth, privacy, [41:40] The future of AI in the accounting industry. [46:00] AI technology and graphic design with an accounting professional. Connect with Randy on Instagram @rpjohnstonConnect with Brian on Instagram @bftcpaVisit K-2's website: https://www.k2e.com/Learn more about Blake Oliver: https://www.blakeoliver.com/Check out "Why We Sleep" https://shorturl.at/flDK1Check out "Data Cartels: The Companies that Control and Monopolize Our Information" https://shorturl.at/bHISTCheck out "Quantum Supremacy" https://shorturl.at/joFGPCheck out Adobe Firefly: https://www.adobe.com/sensei/generative-ai/firefly.htmlConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generational wealth transfer planning. Keith emphasizes that wealth often dissipates from the first to the third generation, underscoring the need to preserve and share the story of wealth.Keith provides valuable insights into collaborative advisory services, emphasizing the significance of holistic advisors working together for the benefit of clients. He shares strategies for successful estate planning, the impending changes in estate tax laws, and the increasing importance of long-term care planning.In this episode, you'll gain a deeper understanding of financial planning, charitable giving, the ever-evolving landscape of wealth management, and the enduring legacy we can create through responsible financial stewardship. Join us for an enriching conversation that will leave you inspired and informed.What you'll hear in this episode:[1:50] From pastoral ministry to becoming a financial advisor.[6:20] The importance of financial planning.[11:40] The importance of telling the story of wealth.[15:25] Learning social media and building team members.[22:10] The different levels of charitable giving.[31:40] The importance of insurance and investing.[39:55] Time blocking and structured weeks.[43:20] Where did you grow up?[47:50] How to market your business?Connect with Keith on LinkedIn: https://www.linkedin.com/in/keith-conley1980/Find more information on his website: https://www.truelegacyfp.com/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss.I open up about my journey as the mastermind behind the Concierge Accountant Program and Tax Plan IQ, a groundbreaking tax planning software. My passion for uplifting the accounting profession and helping clients thrive in what they love to do has been a big motivator for me!Shannon and I share how our paths crossed, leading us to an insightful exchange about my transition into accounting and the pivotal shift in my mindset that shaped my career. We debunk the myth that tax preparers automatically save you money, urging you to actively seek tax advisory services from your accountant. Proactive planning, as we discuss, is the key to financial success.We explore the essence of tax advisory services, the difference between tax preparers and tax advisors, and the unique ROI method of tax planning that sets the stage for optimum financial strategies. While AI's role in the accounting field sparks fear and debates, I assure you that accountants won't be replaced. Instead, AI offers opportunities for accountants to redefine their roles and stand out in the industry.As we wrap up our conversation, we touch on risk tolerance, priority savings, and choosing the right tax advisor. If you're intrigued by the world of tax planning, eager to understand AI's impact, and keen on optimizing your financial journey, this episode is a must-listen. What you'll hear in this episode:[2:25] How Shannon and Jackie met.[7:30] Ask and demand tax advisory services from your accountant.[13:30] Tax Preparation vs. Tax Planning.[17:30] How will this make accountants obsolete?[23:05] How to get started with tax planning?[28:00] How to choose the right tax advisor?Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Get ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling firms from rock bottom to the pinnacle of success. With over two decades in the field, Chuck's insights are like gold nuggets that promise to transform your perspective on the industry.Now, let's zoom into the here and now – the ever-evolving landscape of the accounting profession. From the surge of smaller accounting firms to the age-old inefficiencies that continue to plague the industry, we're unpacking it all. But here's the kicker: those inefficiencies? They're actually your golden ticket! We're here to spill the beans on how to transform these challenges into opportunities that'll skyrocket your firm's success.Fasten your seatbelts as we tackle the secrets behind the firms that seem to effortlessly turn obstacles into triumphs. These firms are not just businesses; they're powerhouses of innovation, agility, and a client-first mindset. Join us as we crack open the vault of effective time management, showing you how to make every minute count without losing your sanity. We'll walk you through how to enhance your performance AND also inject a healthy dose of balance into your life. Tune in to dive into the secrets, strategies, and success stories that define the top 1% of accounting firms. Let's revolutionize your journey together!What you'll hear in this episode:[1:10] What does it mean to be in the top 1%.[6:40] The current landscape of the accounting profession.[11:15] How to turn challenges into opportunities.[15:50] Tips for better client communications.[21:30] Be the expert that your client needs.[27:30] How to have the discipline to implement your goals.[32:55] Efficient time management and implementation.[38:05] Boundaries and onboarding.[43:10] The onboarding guidelines.Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/Check out the NEW COURSE by clicking the link https://yourcca.com/

In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't become overwhelming burdens. Let's break free from the chains of overworking!Did you know that more than half of full-time workers report working more than 40 hours a week? It might seem glamorous or like something you need to do for your business to thrive, but let me tell you the truth – it can lead to strokes, brain clots, divorces, and a host of other issues for your life and health. As a recovering workaholic myself, I know how crucial it is to address this head-on. I believe it's essential to prioritize relationships and personal well-being above all else. We'll explore the power of delegation in your business. I've got some fantastic strategies to help you analyze your meetings, maximize your strengths, and achieve that perfect work-life harmony.Tune in to get real and explore the worst aspects of burnout. I'll open up about my own struggles of feeling embarrassed and isolated, and the toll it took on my personal life. So, if you're ready to break free from the chains of burnout, discover the path to work-life balance, and make your business flourish, this episode is an absolute must-listen! Together, we can find ways to break this pattern and ensure that we're not sacrificing our well-being for the sake of work.What you'll hear in this episode:[1:15] How to avoid burnout at work? [5:50] America makes workaholism look sexy. [8:15] Having my first child[12:45] The worst part about the whole situation. [15:00] How did you become a business coach? [19:00] Workaholism vs. Workaholic. [21:40] The importance of delegation in your business. [26:10] How many firms are running in the red? [28:05] The story of 1000 marbles.Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT.We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If you're looking for practical strategies to help you utilize this emerging technology in your accounting practice, look no further!The panel speculates on the future of the accounting profession, considering whether AI and automation could replace us. The truth is that AI may replace some jobs in the field; adaptability and upskilling are crucial for staying relevant.We also consider the legal implications for tax preparers using AI in their processes. Remember, ChatGPT can only utilize information up to a certain point. However, tax regulations and compliance requirements continue to change. Still, this new technology is revolutionizing tax prep by improving efficiency and accuracy! Tune in for all of the considerations and best practices.What you'll hear in this episode:[2:28] Welcome to the show. [9:09] The importance of gender-neutral pronouns in tech. [14:56] What do you think about the accuracy of Chat GPT? [18:30] Preloading prompts for Chat GPT[25:28] Creating baseline content and expanding on it.[32:13] What is technical insight and how does it work? [35:44] What do you think is going to replace accountants in the future? [40:39] What's going to happen to the jobs that are going to need to be done with lists and spreadsheets? [44:00] What are the implications for tax preparer's from a legal perspective? [50:50] How the technology is going to change the world of tax audits.Connect with Scott Scarano on LinkedIn @Scott Scarano Check out Scott's Podcast Accounting High Connect Randy Johnston on LinkedIn @Randy JohnstonCheck out K2 Enterprises for your accounting needs https://www.k2e.com/Connect with Kelly Mann on LinkedIn @Kelly MannCheck out AuditMiner so you can streamline your auditing process for your CPA firm https://auditminer.com/Connect with Jeremy Wells on LinkedIn @Jeremy WellsCheck out Jeremy's podcast The CPA Advisory ShowCheck out JWellsCFO for scaling your agency tax stress-free

In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accounting practices.Accuracy is a crucial aspect of AI, and we explore its reliability in various tasks. Our experts engage in a comprehensive discussion, shedding light on the current state of AI accuracy and its limitations. The integration of ChatGPT in Firefly is a topic of interest, and our guests share their thoughts on its advantages, challenges, and potential impact on customer service. The future of AI in accounting jobs is also discussed. Our panel debates whether AI will replace all accounting roles or primarily affect specific positions. They offer their predictions and observations on the evolving landscape of accounting in the age of AI. Join us as we explore the potential, challenges, and ethical considerations surrounding AI in accounting. Jackie Meyer and our esteemed panel of experts provide valuable insights into this rapidly evolving field.What you'll hear in this episode:[3:20] Introduction of the panelists. [6:10] What are the things that we need to be thinking about now in order to leverage AI further? [16:00] How accurate is artificial intelligence? [18:35] What are your thoughts on the use of ChatGPT in Firefly? [24:45] Is AI taking all accounting jobs or is it going to take only particular roles? [30:45] What's the better framework to go through with ChatGPT? [37:55] What integrations are you seeing that you're excited about? [41:05] What integrations would you like to see coming out? [44:10] What's the deal with more personal AI? [51:05] Thoughts on security and privacy in the future with AI[54:20] Are there any other ethical issues that you want to bring up about AI?Learn more about Rob on the Accounting Influencer's website: https://accountinginfluencers.com/ or connect with him on LinkedIn @Rob BrownConnect with Chris on Instagram @betterwaycpa or learn more on the Better Way CPA website: https://www.betterwaycpa.com/Learn more about Patrice and her services on LinkedIn @Patrice Malloy or on the Malloy Management Group website: https://www.malloygroupinc.com/Connect with Jason on Twitter @JStaatsCPA or on LinkedIn @Jason StaatsFind more content from Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields.Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative advancements and technologies driving Web 3 and discuss the potential impact it holds for various sectors and individuals.Shifting gears, we delve into what keeps Crystal balanced and happy in this world. Her insights and practices provide actionable tips for maintaining well-being and pursuing happiness, offering a source of inspiration for our listeners.Lastly, we touch upon our use of Chat GPT, sharing our experiences and anecdotes. This AI technology has proven to be an invaluable asset in our content creation, research, and editing processes, enhancing our overall productivity and creativity.What you'll hear in this episode:[1:00] Crystal's background and where she came from [6:00] How did you come to realize you had fibromyalgia? [11:05] Crystals podcast "The CryptoCannaVerse Show"[15:10] What is Web 3 and how does it operate? [21:05] What is Ether Scan, and how does it function? [24:05] What is one book or novel that every listener should prioritize and find immediately? [28:55] What keeps you balanced and happy in this world? [33:55] Crystal's experience as more of a starter than a finisher.[39:15] How Jackie and Crystal have been using Chat GPTConnect with Crystal on LinkedIn @Crystal Wampler Check out Canethics for tax advice on your cannabis business Check out Crystal's podcast The CryptoCannaVerse Show Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept.During our discussion, we debate the possibility of AI taking over compliance tasks in audits and the urgent need for upskilling within the accounting profession to keep up with the rapid advancements in AI technology. As we examine the dynamics of AI adoption, we contemplate whether it will be primarily driven by customer demand or if it will actively shape the accounting profession itself. Our conversation also dives into the ethical implications of AI, addressing the significant ethical issues surrounding its deployment in our field.Looking ahead, we speculate on the future of AI over the next five to ten years and its potential impact on the accounting profession. We discuss how value is being redefined beyond traditional output metrics, urging fellow accountants to adapt to this evolving paradigm.What you'll hear in this episode:[3:05] Why is AI such a pressing issue for accountants? [8:10] Technology is just a tool, it's part of our tool belt. [10:45] ChatGPT doesn't care what you call it. [16:00] Is AI going to take over compliance tasks like audit in the future? [22:45] We are already behind our education system, and our funnel of accounting majors is already very behind in terms of the skill set we need in the accounting profession. [25:40] The need for upskilling in tax advisory. [31:00] Is this going to be driven by the customer, or is it going to drive the profession? [34:20] Should we start using chatbots to summarize articles, emails, etc.? [44:35] What's the biggest ethical issue you see with AI? [47:35] Where is this going over the next five to ten years? [53:35] Redefining value outside of output and how it will evolve.Connect with Darren on Twitter @dazglanville and learn more with him on the Fathom website: https://blog.fathomhq.com/author/darren-glanvilleLearn more from Ed on his website https://www.edkless.com/ or connect with him on LinkedIn @Ed KlessConnect with Donny on LinkedIn @Donny Shimamoto and learn more about Intraprise TechKnowlogies on their website https://www.intraprise.us/Learn more about Shannon's services on her website https://www.fitnancialsolutions.com/accounting and connect with her on Instagram @shannonkweinstein Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Your host, Jackie Meyer, talks with IRS Enrolled Agent Mariette Martinez and the CEO and Creative Director of the Theatre of Public Speaking, Misty Megia. Mariette is a small business advisor and public educator helping Entrepreneurs thrive by sharing the importance of small business financial management and leveraging technology to improve their processes. Misty is a Creative Director for high-achieving leaders who want to unmute themselves and give presentations that move people. She aligns theatre with the corporate world, helping your speech remain alive in the memory of your audience, and persuading investors, executives, teams, and peers to take action.To learn more about Mariette's work, click HERE.To learn more about Misty's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Your host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most.To learn more about Tania's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Your host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.To learn more about Randy's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Jackie Meyer talks to Greg O'Brien in this episode of The Concierge CPA. According to his LinkedIn, Greg O'Brien is a CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-growth individuals. Greg O'Brien is the Co-CEO of GO CPA. Greg founded GO CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues.To learn more about Greg's work at GO CPA, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Alicia Pollock is interviewed on this episode of The Concierge CPA. After falling into QuickBooks training over her many years of teaching and consulting, she's found a great niche educating business owners and accounting firms on best practices and hacks for productivity. Jackie discusses everything from two amazing IT hacks that she knows nothing of, to working with your spouse and how to make it successful. In between, we talk about educating our industry and how vital it is to include QuickBooks in basic education at firms during the great resignation. We also discuss how we met at appyhourcamp.com and what an amazing experience it was.To learn more about Alicia's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Your host, Jackie Meyer, talks with the Founder of Intraprise TechKnowlogies, Donny Shimamoto. The visionary behind the Center for Accounting Transformation, Donny is leading a movement to enable transformation and change the world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques. Donny is the visionary behind the Center for Accounting Transformation and he's leading a movement to enable transformation and change the world for the better by empowering and equipping business and accounting professionals with leading-edge tools and techniques.To learn more about Donny's work with ITK, click HERE.To learn more about Donny's work with the Center for Accounting Transformation, click HERE.To check out Donny's LinkedIn, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Your host, Jackie Meyer, talks with Brandon Hall, a Managing Partner at Hall CPA PLLC. Hall CPA offers accounting and tax services to grow your real estate business. Their specialized real estate expertise uncovers opportunities other CPA firms miss. 80% of their advisors are real estate investors, and 100% are real estate investment experts. Their elite team of Real Estate CPAs will guide you through proactive tax planning and outsourced accounting services. After working with over 800+ investors, they designed four core services to meet the needs of growth-minded real estate investors. To learn more about Brandon's work, click HERE.To view Brandon's LinkedIn, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Your host, Jackie Meyer, talks with the Founder of Realize, Jason Staats. Realize is a high-effort community of accounting firm leaders, who are growing together through collaboration. Jason created Realize when he noticed there were no other peer-to-peer communities for accounting leaders to connect and communicate. Realize pays experts to run private sessions without the vendor filter. They give you a place to share ideas and find inspiration from others who run similar firms. Jason also has a large social media presence, and he talks about building calm, resilient accounting firms.To learn more about Jason's work, click HERE.To check out Jason's blog, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Your host, Jackie Meyer, talks with the CEO and Founder of Jones Taxing and Financial, Shanita Jones. Jones T&F is focused on helping you overcome the stress of worrying about IRS compliance and so much more. They believe you deserve a business that helps you live life on your terms. They help you get a handle on your finances to save you money, increase your profits, and put an end to stressful guesswork. To learn more about Shanita's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.