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

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

more jackie meyer

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.

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how 529 college savings plans benefit business owner clients

ensure both business and personal finances are optimized.

meyer

by jackie meyer, cpa

jackie meyer, cpa is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas, with over 20 years of experience, she founded and successfully sold her own cpa firm for seven figures, leveraging her trademarked roi method of value pricing tax advisory services. she specializes in tax planning for executives with a high investment return. meyer is a serial entrepreneur, speaker, and consultant dedicated to revolutionizing the fintech, accounting, and entrepreneurial landscapes. 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.

most business owners are adept at navigating the complexities of running a company. however, when it comes to personal financial planning, particularly concerning education expenses specialized attention is often required.

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it’s been widely touted that a 529 college savings plan is a powerful tool that not only aids in funding education but also offers significant tax benefits. understanding how to leverage a 529 account can enhance financial strategy for your business clients, ensuring both business and personal finances are optimized.

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