jackie meyer, author at 卡塔尔世界杯常规比赛时间

heidi henderson: impactful tax plans | the concierge cpa

pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in the latest episode of the concierge cpa, host dr. jackie meyer sits down with heidi henderson, executive vice president of engineered tax services (ets), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.

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henderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps cpas and their clients unlock substantial tax savings through advanced planning techniques. from leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45l and 179d, henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.

client accounting services

chris farrell: id your hidden bottleneck | the concierge cpa

optimizing the client experience is the real key to growth and profitability.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.

“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”

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farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”

david spence: build a tax-free retirement | the concierge cpa

explore the rising threat of national debt, future tax hikes, and how americans can prepare.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the u.s. is hurtling toward an economic reckoning, and most americans are dangerously unprepared. that’s the warning delivered in the latest episode of the concierge cpa podcast, where host jackie meyer sits down with financial planning expert david spence, cpa, cfp, clu, pfs, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

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spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “after world war ii, with debt at 120% of gdp, top tax rates soared to 94%,” spence explains. “today, we’re at 130% of gdp, and we’re already paying massive interest on our debt—more than we spend on defense.”

divakar vijayasarathy: breaking barriers and scaling success | the concierge cpa

“every problem looks big from a distance, and every opportunity looks small.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

for many, the road to success is paved with incremental progress. for divakar vijayasarathy, it was forged through sheer resilience, entrepreneurial grit, and an unyielding vision. in this episode of the concierge cpa podcast, the founder and ceo of dvs advisory group discusses his inspiring journey from the slums of chennai to leading a multimillion-dollar international firm operating across four countries.

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vijayasarathy’s story is nothing short of remarkable. raised in challenging circumstances in india, he excelled in accounting, passing one of the most grueling exams with a pass rate of just 0.3%. after securing high-profile positions, including at citibank, he felt stifled in employment and pursued his entrepreneurial aspirations.

jackie meyer

more at store.www.g005e.com

jackie meyer, cpa, ctc, msa, phd, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs.

based in southlake, texas, meyer specializes in tax planning for executives that provides a high return on investment. as a cpa and certified tax coach, she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo.

with her team completely virtual, spanning from texas to hawaii, the firm stays on the cutting edge of technology, working closely with industry leaders on product development. she has served on the intuit proconnect tax council and is a top-rated speaker on small firm best practices.

meyer, a 40 under 40 honoree, is leading the way in coaching and consulting accounting firms on practical and efficient solutions that improve the profession as a whole, from recruitment and retention to the impact of ai. as the former founder of an award-winning cpa firm (2010-2022), she has since founded a saas tax advisory platform, taxplaniq, a member of the aicpa 2023 accelerator cohort. these solutions uniquely position jackie to share insights and best practices that can help transform accounting firms directly. her approach is grounded in the roi method™, which emphasizes a change in pricing modules to better align with client value and addresses the cultural and workaholism tendencies that can lead to burnout and turnover.

meyer speaks to tens of thousands of accountants each year at conferences and custom consulting, offering transformational solutions to help firms thrive in the face of many challenges. she also leads a vibrant facebook group of "accounting firm influencers" who continue these discussions on a daily basis, sharing ideas and driving change in the profession. with jackie's leadership and expertise, the future of the accounting profession is bright and full of opportunity.

she began her career at countrywide while obtaining a bs in finance at ut arlington. after realizing a zeal for taxes, she began working at deloitte while pursuing an msa at southern methodist university. in 2010, she became one of the youngest female cpa firm owners in the dallas-fort worth metro area. meyer works with local nonprofits, like grace family crisis support and the southlake public library.

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this is a preview. the complete episode is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

“every problem looks big from a distance, and every opportunity looks small.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.