The Concierge CPA

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/. 

Your host, Jackie Meyer, talks with CPA and Author, Lorilyn Wilson. Lorilyn excels at distilling financial concepts into takeaways that business owners find actionable and clear. A proponent of modern accounting, she firmly believes that business owners—her clients—can find freedom and flexibility by embracing cloud-based accounting solutions. As a small business owner herself, Lorilyn’s goal is to equip business owners with the tools and support to move forward and grow their businesses with confidence. She also hosts her own tax-law podcast, The Good, The Bad, and the Ugly Accounting Podcast.To learn more about Lorilyn's work, click HERE.To check out Heater Media, click HERE.To listen to The Good, The Bad, and the Ugly Accounting Podcast, 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 owner of JWellsCFO, Jeremy Wells. JWellsCFO is an accounting firm that specializes in helping owners of online businesses maximize their tax savings and build better businesses. They help entrepreneurs manage their businesses, achieve financial peace, and pursue the lifestyle they desire. They build interactive spreadsheets, implement advanced tax strategies, and more to help ease your burden of running a business. They work with you throughout the year to identify and resolve issues preventing you from running the best business you can and living the best life you want.To learn more about Jeremy'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 Moskowitz LLP, Steve Moskowitz. Convinced that he could make a critical difference in the lives of small businesses and taxpayers in the Bay Area, Steve assembled a team of attorneys and accountants who were as committed as he was to protecting business owners and taxpayers. Moskowitz LLP focuses on meeting the business and personal needs of its clients. The firm is comprised of attorneys, accountants, enrolled agents, paralegals, bookkeepers, and other assorted professionals. They also partner with engineers, private investigators, appraisers, and fiduciaries. To learn more about Steve'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/. 

In this episode of The Concierge CPA, your host Jackie Meyer talks with Chuck Bauer, Business Coach & Founder of the Chuck Bauer Sales Training & Business Consulting. Chuck shares the importance of building relationships with your staff, as well as your prospects and customers, to bring positive results to your business. Having been in the industry for so long, (and with both parents as entrepreneurs) Chuck has mastered some of the key elements to success: discipline, tenacity, and implementation.As a business coach, Chuck urges organizations to practice self-discipline - no matter the downside- if they want to achieve better results. He learned that discipline is one of the ultimate motivators - not fear and procrastination. Discipline also helps refine imperfections. Additionally, he is a strong proponent of immediately implementing plans to save valuable time and maximize performance.Key Points from the Episode:The importance of discipline at workEntrepreneurs' Favorite Productivity HackThe 3 best elements for successAbout Chuck BauerOne of North America's most highly regarded sales and business consultants, Chuck's expertise spans over thirty years of sales training and business development consulting. Businesses and companies in various industries benefit from his business and management consulting, one-on-one sales training, and sales tweaks drawn from over 10,000 live sales training experiences.Chuck has personally coached thousands of transactional/non-transactional sales processes to multi-million dollar international sales deals. To date, Chuck has helped over 250 C-level executives, hundreds of business owners, and thousands of individual salespeople work smarter and earn more money, so they can take more time to quality.Links Mentioned in this Episode:Want to learn more? Chuck Bauer Sales Training & Business Consulting’s website at https://chuckbauer.com/Check out Chuck Bauer on LinkedIn at https://www.linkedin.com/in/coachchuckbauer/Check out Chuck Bauer on Facebook at https://www.facebook.com/SalesCoachChuckBauer/Check out Chuck Bauer on Twitter at https://twitter.com/coachchuckbauer/Check out Chuck Bauer on Youtube at https://www.youtube.com/user/getsalesresultsnowCheck out Chuck Bauer on Instagram at https://www.instagram.com/salescoachchuck/Don’t forget to subscribe to The Concierge CPA Podcast and thank you for listening. Tune in next time!Interested in being a guest on the show? Apply HERE! Check out more of Jackie’s work at https://www.jackiemeyercpa.com/. 

In this episode of The Concierge CPA, your host Jackie Meyer talks with Joe Petersen, CEO and Principal Charmain at C12 Business Forums.If there's anyone who's been through long years of leadership, it would be Joe - Chairman, Board, CEO, COO and more! He shares the foundations of their organization and the importance of integrating the Christian faith into the work. Although the journey was difficult for him, Joe recounts how the organization not only encouraged him, but also changed him, resulting in a paradigm shift in the way he runs his business and lives his life. Alex also emphasizes the importance of bridging faith and work. He advises taking a sabbatical to rest and reflect on what you've done, with the advice of other members of the organization. The benefits of taking a sabbatical will have a significant impact on your life, your business, your relationships with people and with God. It is even more important to incorporate prayer into your work, starting with a prayer of gratitude, followed by Bible reading, prayer, and journaling. It not only changes him from within, but also keeps him grounded at all times.Alex talks about some of the big challenges in his life. What did he learn the most from all of this? It's being a trained warrior if you were to represent God in the marketplace. Alex believes his purpose in life is to deepen his relationship with God and to praise and worship him at all times. As significant as it may seem, he believes in sharing this relationship with others around him.Key Points from this Episode:Practical tips for integrating faith into workThe importance of prayer at workLessons learned from past challenges and how to stay groundedAbout Joe PetersonJoe Peterson is the Senior Chairman of C12 Business Forums, a leading resource for Christian CEOs, corporate presidents, and business owners. He is privileged to work with many of the top Christian CEOs and business leaders representing the most respected and successful companies in the DFW market. Prior to C12, Joe had a three-decade career as a development, construction and marketing professional in various facets of the real estate housing industry. He was also named "America's Multifamily Builder of the Year" by the National Association of Home Builders. He served as president of the Keller Chamber of Commerce and was named a “40 Under 40” by the Dallas Business Journal for his work in his industry as well as in his community. He currently serves on the board of trustees of Fort Worth Christian School. Joe was blessed with eight children (five adults and three more recent miracles) and attended Gateway Church in Southlake (in person) as well as virtual attendance at LifeChurch in Oklahoma and North Coast Church in San Diego.Joe is passionate about helping Christian CEOs and business owners live Christ's plan for their lives, businesses and families.About C12 Business ForumsC12 helps CEOs and leaders calibrate their entire business with its 5-point alignment matrix: continuously assess and align growth strategies, financial management, cultural development, and operations. Their rigorous and interactive curriculum allows C12 members to dive head-first into the challenges and opportunities of today's market.The C12 experience is different because every C12 member sees their business as a platform from which they can impact the Kingdom market - a platform we call Business as a Ministry (BaaM).C12 is designed with a perpetual discipline of assessment, planning, calibration, and coordinated...

In this episode of The Concierge CPA, your host Jackie Meyer chats with her daughter, Alex Meyer, the most feisty and passionate person she knows.Alex, who is currently in 10th grade, shares her love for math, art, animals, and travel. She is smart like her mother and does exceptionally well on a day-to-day basis. Some of her favorite activities are singing, dancing, making moves with friends, playing football and flipping her hair. When asked what was that unique thing about her that not many people knew about, she replied that she didn't have a favorite color, but was particularly drawn to purple and yellow. Alex also likes to play online games. She shares that her current challenge so far is trying to figure out how to create an elevator in Minecraft after video tutorials and Youtube hacks repeatedly failed to give her the correct information. Alexa shares her dream of one day being a singer, actress, dancer and inventor. She claims to be an expert in designing her hair to match her outfit, which impresses her mother so much. Speaking of mom, the cool thing she learned from her mom is to be honest. She shares how much she appreciates her mom and dad so much, describing them as the coolest parents in the world! In the Meyer household, rule number 1 is honesty, trusting God, loving your parents, and always being kind.Key Points from the Episode:What Alex Meyer Does Exceptionally Well Every DayFavorite productivity hackThe Meyer FamilyAbout Alex MeyerAlex Meyer is the daughter of Jackie Meyer, a 10th grader with a talent for math calculations, a soccer superstar, and an animal lover. She dreams of one day becoming a singer, dancer, actress and inventor. She is not only smart and versatile, she also dreams of making a huge impact on the world. Don’t forget to subscribe to The Concierge CPA Podcast and thank you for listening. Tune in next time!Interested in being a guest on the show? Apply HERE! Check out more of Jackie’s work at https://www.jackiemeyercpa.com/. 

In this episode of The Concierge CPA, your host Jackie Meyer talks with Martha Krejci, Author, Keynote Speaker, Coach and CEO of the Martha Krejci Company. Martha shares how she decided to quit her old job at GoDaddy after realizing what she wanted to do to live her best life. What does the best life mean to her? Earning a million dollars in a year after discovering the best content strategy that will help scale a business. She's not talking about spending a lot of money on ads. In fact, it's the exact opposite. Martha says it only takes a few steps with little or no money to grow an audience organically. She built the roadmap for it and now she has thousands of students and followers joining her community. In this episode, Martha provided valuable advice on how to increase your SEO on your website to increase traffic.As someone with extensive marketing experience, Martha also shares what she has learned from the books she has read on the concept of reciprocity. Robert Chaldini, Martha's favorite author, taught her the importance of the act of service to others. If you want to gain more loyal customers, serving them is the first step, then it will eventually be reciprocated, says Martha. Additionally, Martha also provided some tips on how one should view their business. One of their strategies? Start looking at things from the end and then reverse engineer the whole process. Martha also recommends her employees to take personality tests to gauge where they're at and what they can do better. Key points from the Episode:How she made a million dollars in a year after developing her strategyFinding your skills to find your purpose and passion in lifeFavorite productivity hack Personality Typing through Buying PsychologyAbout Martha KrejciMartha Krejci is a high-vibin’ mama, wife, life coach, business-growth strategist and social media marketing powerhouse who has taken the internet by storm. Featured in Oprah Magazine, Fast Company, Cosmopolitan, Shape and Huffington Post among other places, Martha’s intuitive marketing expertise has helped her make her first million in less than a year using a strategy she teaches openly through courses, group coaching and other tried-and-true resources. From finding your passion to building a business that works, she teaches it all — and it’s all ready and waiting for you.Links Mentioned in this Episode:Want to learn more? Check out The Martha Krejci’s website at https://withmartha.com/Check out Martha Krejci on LinkedIn at https://www.linkedin.com/in/themarthakrejci/Check out Martha Krejci on Instagram at https://www.instagram.com/themarthakrejci/Check out Martha Krejci on Facebook at https://www.facebook.com/livinthedreamwithmarthaCheck out Martha Krejci on Twitter at https://twitter.com/themarthakrejciCheck out Martha Krejci on YouTube at https://www.youtube.com/marthakrejciDon’t forget to subscribe to The Concierge CPA Podcast and thank you for listening. Tune in next time!Interested in being a guest on the...

In this episode of The Concierge CPA, your host Jackie Meyer talks with Zane Stevens, Founding partner of Protea Financial. Zane shares his accounting journey with his wife and the story of his move to the United States from South Africa. Throughout his career, accounting and bookkeeping are Zane’ top priorities. However, after being exposed to the wine industry for so long, he became interested in starting a business that could provide better funding for the industry. It was then that Protea Financial was created. The mission is simple: to provide high quality and more affordable accounting services in the wine industry.As an accountant, businessman and innovator, Zane puts more emphasis on the importance of delivering accurate and consistent financial data in every transactional accounting. He points out that failure to provide the right information will affect all forecasting and strategic analysis. Their business focuses on these 3 main points: consistency, timeliness and accuracy. Operationally, the company offers their employees the ability to schedule their own working hours. They believe employees can become more productive when they work their preferred hours, are able to find a routine that works best for them, stick to it, and be more consistent.While there can be multiple projects going on at once, Zane says they often struggle to find a balance between doing too much and too little. One of the core values ​​of their company is not only to ensure that jobs are done on time, but also that employees have time to develop their skills. Zane says they provide weekly training to their employees and encourage them to pursue continuing education. Ultimately, they want their employees to feel valued and supported without feeling overwhelmed. One piece of advice Zane has for all accountants? Never forget that what they do matters.Key points from the Episode:What Makes High Quality Accounting Work?The role of an account manager for each project and their qualificationsTips to help accountants become better at what they doAbout Zane StevensZane Stevens is a director of Protea Financial. Prior to joining Protea, he was Chief Financial Officer at Syntell and its subsidiaries in Cape Town, South Africa. Syntell is a premier company with over $38 million in revenue that provides cutting-edge technology services for road safety, traffic management and revenue collection.Prior to joining Syntell, Zane was a supervisor at KPMG in Port Elizabeth and Cape Town, South Africa, where he led financial and IT audit and advisory engagements.Working with a wide range of clients, ranging from owner-managed entities to large multinational publicly traded corporations, Zane has gained extensive experience in various industries including automotive; public sector; food, beverages and consumer products; detail; health and agriculture.Zane is registered as a Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He received an honors degree in accounting from Nelson Mandela Metropolitan University, where he also completed his undergraduate degree in accounting. About Protea FinancialProtea provides services to take over the burdens and responsibilities of finding, managing, and training an accountant or bookkeeper for businesses and free up proprietors’ time, so they can focus on building their businesses.With a management team and account managers based in the San Francisco Bay Area, Protea provides business owners and managers with financial information and insight for making

In this episode of The Concierge CPA, your host Jackie Meyer talks with Jordan Raynor, CPA, Author of Redeeming Your Time: 7 Biblical Principles for Being Purposeful, Present, and Wildly Productive, Podcaster and Senior Tax Manager at Frankel Zacharia.Jordan encourages people from all walks of life to see work not as meaningless (a means to an end) or a way to prove to the world that you are special, unique and “better” than anyone else. Jordan says we need to see work through its primary purpose: to reflect the character of a creative working God. He believes that fundamentally, work is about serving and bringing joy to the world and to others as well. He shares why he believes Jesus is the solution to time management and the importance of finding meaningful connections with Him, being the Author of time.Jordan's take on stress is a broken deal with self and others. Stress that causes distraction has a negative impact on our intelligence, James says. That’s why it is necessary to have a space of calm and peace at all times – a time of solitude to simply think and be creative. On the work side, Jordan stresses the importance of focusing on one important thing at a time. If you want to embrace productivity, he advises eliminating haste from our lives by budgeting our time well. He puts it simply, "we can always make more money, but we can't make more minutes."Although Jordan enjoys a busy life, he decided to leave it all behind for the sake of his wife, kids and the people he gets to serve through his work. He refined his busy life in a way that is rather life-giving than soul-sucking. According to him, all good work, whether legal or ethical, that contributes to human flourishing is the work of God in the human world. He said that life becomes ineffective if it never leaves a trace in this world. When asked about the Kingdom's purpose of accountants, Jordan believes that they are amazing storytellers who are called upon to bring order to the chaos of this world.Key Points from the Episode:Key biblical principles for redeeming your timeThe meaning of lifeThe commitment tracking systemThe difference between hurriness and busynessStrategies for staying grounded at workAdvice to inspire accountants in their workThe Kingdom purpose of accountantsPersonal and professional successAbout Jordan RaynorJordan Raynor helps Christians respond to the radical biblical truth that their work matters for eternity. He does this through his bestselling books (The Creator in You, Redeeming Your Time, Master of One and Called to Create), his podcast (Mere Christians) and his weekly devotional (The Word Before Work) - content that has served...

In this episode of The Concierge CPA, your host Jackie Meyer talks with Corrin Woodard, CPA and Managing Director at Anne Arundel Accounting and Taxes, Inc.&nbsp;Corrin began her journey 15 years ago watching her father build their accounting firm from scratch. She shares how she started as a bookkeeper and the many opportunities that have opened up for her over the years before she joined her father’s firm in 2021. She shares her passion for tax planning as well as the many past and present challenges she faces. Corrin also acknowledges how difficult it has been for her to hire and retain employees. However, it paved the way for her to start coaching sessions with people who want to learn bookkeeping and tax preparation, while leading a rewarding career.In addition to teaching students about their boundaries and limits, Corrin also provides a simulated tax return exercise that will make her students proficient and impactful. Although the journey in their industry is difficult and chaotic, she advises to pick yourself up, move on, and find people who can be vulnerable with you.Corrin is passionate about helping people. Her life’s mission:&nbsp; to coach and train the next generation for her role. She believes her mission is to mentor and coach people on how to do their taxes and to inspire the entire CPA and influencer community. She understands the challenges of business, so if there's one thing she's learned the most, Corrin said it would be to never be afraid to ask for help when needed.Key points from the Episode:Services offered by Anne Arundel Accounting and Taxes Inc.Simulated Tax Return Exercise CourseThe difficulties of hiring new employees and the life lessons Corrin learned from itStrategies to bring value to customersThe purpose of life&nbsp;About Corrin WoodardCorrin Woodard is Managing Director of Anne Arundel Accounting and Taxes Inc. in Severna Park, Maryland. She is an experienced CPA who is proficient in tax preparation, bookkeeping, financial reporting, business and risk management, and business planning.About Anne Arundel Accounting and TaxesAnne Arundel Accounting and Taxes or AAATAX is a full-service licensed medical accounting firm. All of their CPAs hold valid MD State CPA certificates. They have been serving the accounting needs of Severna Park, MD and surrounding areas for years and offer a wide range of services for business owners, executives, and independent professionals.Anne Arundel Comptabilité et Fiscalité provides exceptional service to her clients due to her dedication to the three underlying principles of professionalism, responsiveness and quality. They are approachable, experienced and friendly.&nbsp;Links Mentioned in this Episode:Want to learn more? Check out Anne Arundel Accounting and Taxes’ website at https://www.aaaccountingandtaxes.com/Check out Corrin Woodard on LinkedIn at https://www.linkedin.com/in/corrin-woodard/Check out Anne Arundel Accounting and Taxes on LinkedIn at https://www.linkedin.com/company/aa-accounting-taxes/Check out Corrin Woodard on Instagram at https://www.instagram.com/corrinrenee1/Check out Corrin Woodard on Facebook at <a...

In this episode of The Concierge CPA, your host Jackie Meyer talks with Mike Jesowshek, CPA, Entrepreneur, Founder and Host of the Small Business Tax Savings Podcast.Mike, a successful entrepreneur who started young, shared his journey and what he learned from the many stages of his life, including massive failures and successes. He believes in the power of collaboration where professionals begin to align with the same goal, be there for each other and not feel alone.&nbsp;Over his 4 years of podcasting, Mike has shared the importance of taking things one step at a time and staying consistent with what you're doing until you gain momentum. When asked what has kept him going all these years, he gave a clear and concise answer, emphasizing the importance of understanding what your goals are. Mike says, you can design your podcast not only to gain popularity, but also as a research tool for the company and a useful resource for its customers. While he acknowledges that it's a long and hard game, he advises to post content regularly and be consistent with it.With years of experience, Mike has never failed to provide business productivity advice and tips. As a business owner, he shared his concept of letting go of day-to-day work and starting to delegate and be able to trust people with the idea they have to offer. He emphasizes the importance of having points of silence, that is, knowing when you switch off from day to day and when you should take time for fun, being able to disconnect and refresh your mind.Key Points from the Episode:Tips for starting a podcastThe challenges of an entrepreneur and overcoming themWorkflow products and productivity hacksThe idea of ​​"letting go" from a productivity perspectiveTips for staying sane while working in the industryWhat is Time Blocking and why is it importantAbout Mike JesowshekMike is the Founder and Host of the Small Business Tax Savings Podcast. Mike has spent his entire career as an entrepreneur. He was CFO and co-founded several companies. Throughout that journey, he has experienced all business stages, from the good to the bad.Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business TaxSavings Podcast was born.Mike earned his Bachelor’s degree in Business Administration and Master's degree in Accounting. He is a licensed CPA.When Mike is not in the office you can find him spending time with family and friends. He is also an avid sports fan and you can often find him rooting for his Milwaukee Brewers, Wisconsin Badgers, Milwaukee Bucks, and Minnesota Vikings.&nbsp;About Small Business Tax Savings PodcastThe Small Business Tax Savings Podcast was created by business owners for business owners. Every week, they'll explain exactly how to reduce your tax bill and pay the least amount of taxes legally possible. Hosted by Mike Jesowshek, CPA, this quick-hitting Podcast gets you real tax-saving results without all the fluff.&nbsp;Links Mentioned in this Episode:Want to learn more? Check out Small Business Tax Savings Podcast’s website at https://www.taxsavingspodcast.com/Check out Small Business Tax Savings Podcast on LinkedIn at https://www.linkedin.com/company/taxsavings/Check out Mike Jesowshek on LinkedIn at <a...

In this episode of The Concierge CPA, your host Jackie Meyer talks with fellow CPA, Business Coach, Author, Keynote Speaker, &amp; Trainer for Entrepreneurs, Tatiana Tsoir.Tatiana shares her different take on the industry, working as a business coach, CPA and author. She understands the exhaustion and struggles of every CPA, but urges to make the journey even more fun. As an author, she realized the importance of continuing education around the industry. According to Tatiana, the more you learn, the more you can support and add value to your customers.Tatiana also shares her expertise in accounting, systems building and business management. Although she agrees that using software is a big help, she insists on not relying too much on these tools, as skills are still the main determinant of your success. She believes breakthroughs can happen in business if you know your job really well and understand its fundamentals, as well as broaden your horizons and learn other things from other industries to see how people do things differently in different spaces.Tatiana's greatest learning in life, she shared, was taught to her by one of her best clients. She saw how the person never gave up developing a plan of action instead of living in fear, confusion or anxiety in the midst of a crisis. She believes that happiness and health are just a choice and that the meaning of life is neither to win nor to lose, but to play well.Key points from the Episode:Tatiana’s biggest challenges and how she overcame themTips for starting a businessUnderstanding Theory in PracticeHow to stay healthy and happy in the industryThe meaning of life according to TatianaAbout Tatiana TsoirTatiana Tsoir is a visionary author, speaker and accountant. For the past 16 years she has worked with entrepreneurs and business owners to help them manage their money, numbers and taxes and become the boss of their bottom line.Tatiana is now committed to sharing her expertise with a wider audience to empower those who are overwhelmed with running a business so they can earn money doing what they love.In her book Dream Bold, Start Smart: Be Your Own Boss and Make Money Doing What You Love, Tatiana provides her audience with simple, practical steps to take ownership of her numbers and have confidence in their business decisions as they start and grow their business. In this book, Tatiana takes the anxiety out of owning a business.&nbsp;Tatiana is the host of the popular Talk to Tatiana podcast and conducts virtual training on top digital platforms.Links Mentioned in this Episode:Want to learn more? Check out Tatiana Tsoir’s website at https://www.tatianatsoir.com/Check out Tatiana Tsoir on LinkedIn at https://www.linkedin.com/company/tatiana-tsoir/Check out Tatiana Tsoir on Instagram at https://www.instagram.com/tatianatsoir.author/Check out Tatiana Tsoir on Facebook at https://www.facebook.com/tatianatsoir/Check out Tatiana Tsoir on Twitter at <a...

In this episode of The Concierge CPA, your host Jackie Meyer chats with Dennis Duban, a fellow CPA, President and Owner of Los Angeles-based DLD Accountancy, LLP.Dennis is a graduate of a prestigious accounting school, and winner of the John F. Forbes Gold Medal and the Elijah Watt Sells Award. He continuously shares his failures and successes in the industry as he enjoys a fulfilling career. His genuine love for helping people achieve their dreams has helped him build his accounting firm in such a unique and valuable way.&nbsp; This has earned him the trust and loyalty of many people and organizations over the years. When asked how he has done it, his response is to simply “add fun in what you do.”&nbsp;Dennis provided advice on how to better build your wealth portfolio and recommendations on how to start your own business. He stresses the importance of learning and understanding everything you need to know before diving into it. When it comes to building the perfect team in the perfect environment, well, it doesn’t exist.&nbsp;What he's observed over the years is that employees thrive better when given more direction, encouragement and understanding. According to Dennis, the more you understand them, the better their chances of success. He also strongly believes in giving people opportunities and making them feel valued, safe and happy.Really, Dennis can do things exceptionally well. If there is one big lesson from his career that he would like to share with all CPAs, accounting firms and influencers, he says to always strive to be different from everyone else and to continually improve your technical abilities. On the business side, Dennis emphasizes the importance of maintaining relationships with clients, ensuring they are well taken care of.Key Points from the Episode:Tips for staying happy and healthy in the industryBig lessons in Dennis Duban's careerTips for doing things exceptionally wellThe biggest challenge Dennis Duban faced and how he overcame itTips for starting a business for the first timeAbout Dennis DubanDennis Duban, CPA, currently serves as President and Owner of Los Angeles-based DLD Accountancy, LLP. In this role, Dennis Duban secures new business, maintains relationships with existing clients and manages all personnel functions for the firm's 20 CPAs and business managers. At DLD Accountancy LLP, Dennis Duban strives to provide each client with personalized service and the highest level of professionalism. Services provided at the firm include income tax planning and tax preparation, business management, and staff keeping abreast of all government tax laws and regulations.&nbsp;Able to prepare taxes in all 50 states and Canada, Dennis Duban, CPA, can also prepare business license taxes, city income taxes, sales taxes, general excise taxes, franchise taxes and payroll tax returns for all kinds of businesses and limited partnerships. Dennis Duban and the firm's other CPAs also provide audit and review services should the client require assistance in this area.Dennis Duban attended the University of Southern California, where he graduated with a Bachelor of Science in Accounting summa cum laude. After graduating, he taught at the university's Marshall School of Business, where he trained students in accounting. When he took the CPA exam, Dennis Duban achieved the highest score, an achievement for which he was recognized in the form of a John F. Forbes Gold Medal and the Elijah Watt Sells Award.About DLD AccountancyThe mission of DLD Accountancy, LLP is to provide exceptional service and meaningful advice...

In this episode of The Concierge CPA, host Josh Elledge talks with Jacqueline Meyer, Business Coach and Founder of Meyer Tax Consulting and TaxPlanIQ.&nbsp;Jackie believes that every CPA, accounting firm, and influencer, can make an impact in this world. Her advocacy aims to provide them with a platform to share what they uniquely do, challenges they have overcome in their practices, and other fun things about themselves. Meyer has also expressed interest in radically transforming the industry, providing ways to create work-life balance for all professionals and also working on mental health.Jackie shared a bit of her journey and how she got started as a business coach in 2016 through the influence of her business coach who transformed her practice. Since then, her goal has been to help accountants transform their practices for the better, train procedures and boundaries, and to bring out confidence and accountability. Meyer has extensive experience in the field and is ready to provide all the tips and tricks she has learned over the years. Jackie says technology will drive the biggest change in the industry over the next few years or so, and this can be a value proposition for all accounting firms. Additionally, Meyer also expresses her desire to work with accounting firms and professionals on ways to increase staff and employee retention rates, and how to make people want to join.Jackie emphasized that she isn't looking for someone who has it all figured out, but rather someone who has already figured something out and wants to share their secret sauce with people in their industry. It's not just for accounting professionals and business owners, but she thinks there are a lot of cool accounting influencers who have a lot to offer too!Key Points from the Episode:The concept behind the podcastWorking with CPAsHow listeners will be impacted by the podcastIndustry trends over the next 3 yearsCore values and philosophyAbout Jacqueline MeyerJackie Meyer is a CPA, a business coach and CEO of Meyer Tax and TaxPlanIQ.com. She is passionate about helping executive clients save money through tax planning strategies and efficiencies, leading a 100% virtual team of 12 people from Texas to Hawaii. She specializes in providing innovative, tailored tax strategies and coaching programs to executive clientele ( 5 mil+ net worth) for a high return on investment. She leads her team of top-tier talent spanning across the US. The team operates with 100% virtual workflows to manage all aspects of the tax planning process for their clients. She is a top-rated speaker, business coach, and social media influencer with thousands of students and followers.Jackie is a leading speaker and influencer in the finance industry with an "Accounting Firm Influencers' ' Facebook community, while also being a proud participant of Intuit's Tax Council 2016-2019, 40 under 40 CPA Advisor winner since 2018 and member AICTC of the Year 2019. She is also a doctorate candidate in Strategic Leadership.About Certified Concierge AccountantThe Certified Concierge Account provides a whole new way to experience Professional Coaching for Accountants. It is a mastermind group that’s designed to completely overhaul how your tax firm operates. Its goal is to see improved results in new revenues, increased revenue per client, securing new dream clients, politely letting go of nightmare clients, better profit margins, and a decrease in time worked.Links Mentioned in this...