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The Concierge CPA

Jackie Meyer

CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.

PublishesTwice monthlyEpisodes72Founded3 years ago
Number of ListenersCategories
EntrepreneurshipCareersBusiness

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Latest Episodes

In this conversation, Dr. Jackie Meyer and Aleksander Dyo, Founder of Wealth Excel, of discuss the intricacies of charitable gift financing, a strategy that allows high-income earners to maximize their charitable contributions while minimizing tax li... more

YouTube

In this episode, Dr. Jackie Meyer and Acen Hansen discuss the intricacies of the Backdoor Roth IRA and the Mega Backdoor Roth strategy, emphasizing the importance of tax-free growth for wealth accumulation. They explore common misconceptions about Ro... more

YouTube

*Special Edition of tax law changes webinar being released on The Concierge CPA Podcast*

Massive tax changes are here now. Are you ready to help your clients take advantage ASAP?

Congress just passed the biggest tax overhaul in years—packed with cl... more

YouTube

In this conversation, Dr. Jackie Meyer, CPA interviews Brandon Adjei, a CPA with a rich background in accounting and tax planning. They discuss Brandon's journey from working at major firms to establishing his own practice, the challenges faced by in... more

YouTube

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Reviews

5.0 out of 5 stars from 12 ratings
  • Great content by a great leader

    Jackie Meyer is a passionate leader and thinker within the CPA and tax community. She is a great conversation maker and has inspired discussions with her guests.

    Apple Podcasts
    5
    disciplekeith
    United States2 years ago
  • Jackie Meyer us unlike any CPA I’ve ever known! Her passion for innovation and leveraging technology is amazing! Her podcast is incredible and full of nuggets for your business! I highly recommend listening to everything she puts out!

    Audible
    5
    Amazon Customer
    United States3 years ago
  • Jackie is the best there is!

    Jackie Meyer us unlike any CPA I’ve ever known! Her passion for innovation and leveraging technology is amazing! Her podcast is incredible and full of nuggets for your business! I highly recommend listening to everything she puts out!

    Audible
    5
    Amazon Customer
    United States3 years ago

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The Concierge CPA launched 3 years ago and published 72 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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