Hosted by Jackie Meyer · 🇺🇸 US · EN · 76 episodes
Established thought leaders with verified media credentials.
Hosted by Jackie Meyer, CPA, CCTA, author of The Balanced Millionaire and creator of the ROI Method® of Value Pricing, The Concierge CPA Podcast explores how professional service firm owners build profitable advisory practices, with a focus on tax planning.
Jackie Meyer hosts The Concierge CPA, a business show with 76 episodes published.
In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular
In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits.
In this episode, Dr. Jackie Meyer, CPA and Neil Gordon explore the challenges professionals face in communicating their value effectively, particularly in the tax advisory field. They discuss the concept of the 'silver b
In this episode, Dr. Jackie Meyer, CPA and Vardan Pogosian, CPA explore the effective investment strategies and the significant tax savings that can be achieved through careful financial and risk planning with captive in
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 contrib
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
*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 over
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 practi
In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Reza from a traditional accounting background to
In this episode, Dr. Jackie Meyer, CPA speaks with Christopher C. Papin, JD, CPA, a multifaceted professional with experience as a CPA, attorney, and insurance producer. They discuss the evolving landscape of accounting
In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from bein
In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the impor
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 t
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 met
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
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
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
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 pa
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 work
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,
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The Concierge CPA is hosted by Jackie Meyer. The show is categorised under business (careers) and has published 76 episodes.
The Concierge CPA has published 76 episodes.
The Concierge CPA regularly covers business, careers, entrepreneurship. It sits in the business category, with a careers focus.
The Concierge CPA is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Concierge CPA hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Concierge CPA average 43 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Concierge CPA's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 11 days ago.
