- Видео 72
- Просмотров 35 551
Jackie Meyer, The Concierge CPA
США
Добавлен 20 июл 2016
Jackie Meyer, CPA, is the founder of Meyer Tax Consulting and TaxplanIQ.
She is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you.
If you want to increase your prices, improve your firm's workflow or work with better clientele. Join the Certified Concierge Accountant at yourcca.com, where qualified CPAs collaborate and learn proven techniques to improve your firm’s efficiencies and solve challenges exclusive to the accounting industry. Jackie also teaches tax strategies at TaxPlanningMasterclass.com.
To learn more about Jackie, visit www.JackieMeyerCpa.com.
On this channel, you will find interviews with Industry Experts, tips for the modern accounting firm, reviews of Accounting Software & tools, leading a remote team, insights on Tax Strategies, and more.
C'mon over to our Facebook group Accounting Firm Influencers to continue the discussion.
Thanks for watching!
Twitter: jackiemeyercpa
She is a Certified Tax Coach and Tax Strategist. Her passion is Coaching Accounting firm owners like you.
If you want to increase your prices, improve your firm's workflow or work with better clientele. Join the Certified Concierge Accountant at yourcca.com, where qualified CPAs collaborate and learn proven techniques to improve your firm’s efficiencies and solve challenges exclusive to the accounting industry. Jackie also teaches tax strategies at TaxPlanningMasterclass.com.
To learn more about Jackie, visit www.JackieMeyerCpa.com.
On this channel, you will find interviews with Industry Experts, tips for the modern accounting firm, reviews of Accounting Software & tools, leading a remote team, insights on Tax Strategies, and more.
C'mon over to our Facebook group Accounting Firm Influencers to continue the discussion.
Thanks for watching!
Twitter: jackiemeyercpa
Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today?
2:40 What makes 1031's so complex? Tell us more about that.
3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in
4:35 There are certain states that don't necessarily recognize like kind exchanges like others. Is that correct?
5:59 What are some other things to kind of look out for and who's a good...how would a tax advisor identify the right clientele for like kind exchanges?
8:45 The like-kind exchange used to qualify a lot of different types of property. Now it's specific to real estate and investment property. Is tha...
2:40 What makes 1031's so complex? Tell us more about that.
3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in
4:35 There are certain states that don't necessarily recognize like kind exchanges like others. Is that correct?
5:59 What are some other things to kind of look out for and who's a good...how would a tax advisor identify the right clientele for like kind exchanges?
8:45 The like-kind exchange used to qualify a lot of different types of property. Now it's specific to real estate and investment property. Is tha...
Просмотров: 32
Видео
How To Go Global with Nick Sinclair of TOA
Просмотров 39014 дней назад
4:04 @robnixon382 who coaches accounting firms 6:44 Where are the offices of @TOAGlobalOutsourcing? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it. 10:21 With outsourced functions, what all do ya'll provide? What are acco...
How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual
Просмотров 79Месяц назад
2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it? 7:18 You said you fell in love with tax prep and review. You're one of the few peo...
Speaking Reel: Dr. Jackie Meyer, CPA - Tax Strategist, SaaS Founder, & Upcoming Author
Просмотров 1,7 тыс.Месяц назад
Explore the dynamic speaking style of Dr. Jackie Meyer, CPA, renowned tax strategist and creator of TaxPlanIQ software. In this reel, Dr. Meyer shares insights from her background as a CPA, tax strategist, and entrepreneur, now transitioning into a successful SaaS developer and author of Redefining BS for Entrepreneurs: The Balance Sheet of Life Formula. 🌟 Featured Speaking Topics: The ROI Meth...
How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
Просмотров 330Месяц назад
Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax s...
How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ
Просмотров 833Месяц назад
In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, ...
Welcome To Learning Bombs! Fun Educational Series for Families #shorts
Просмотров 1043 месяца назад
Dive into short learning bombs with AI hacks, apps, algebra, sports, swimming, fireworks, and explosions of course! 💣📚 Our family-friendly educational series is perfect for everyone, from age 7 to age 47. Join the Meyer Family as we share exciting and informative "how-to's" in less than 60 seconds. What will you discover today? 📌 Topics Covered: AI Hacks: Simple and fun ways to use artificial i...
Marketing Tips for Entrepreneurs/Accounting Firms With Jackie Meyer & Gaynor Hardy-Meilke
Просмотров 1,4 тыс.3 месяца назад
Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey from Thomson Reuters Tax and Accounting to her o...
TaxPlanIQ Core Changes 2024: Everything You Need to Know!
Просмотров 1,6 тыс.4 месяца назад
Welcome to our latest video where we dive into the core changes coming to TaxPlanIQ in 2024! Whether you're a seasoned tax professional or a new user, this update is packed with crucial information that will enhance your experience and streamline your workflow. In this video, we cover: Key Updates: Discover the most significant changes and improvements in the TaxPlanIQ platform for 2024. New Fe...
bring something to the table!
Просмотров 464 месяца назад
This was a fun podcast interview! "Practitioners must focus on their unique value add to succeed. Whether it's tax planning or community engagement, bring something special to the table." @natehagerty @taxplaniq lnns.co/1p5oOQmJeXS #taxes #accounting #financialliteracy #financialfreedom
Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm Growth
Просмотров 1,5 тыс.4 месяца назад
In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on providing exceptional small business accounting serv...
The Evolution of Amber Setter: A Story of Transformation and Leadership
Просмотров 1,5 тыс.5 месяцев назад
Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she reinvented herself within the accounting indust...
Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld
Просмотров 1,5 тыс.5 месяцев назад
Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase. 🔗 Connect with Jackie...
The Growing Field of Cannabis Accounting: Challenges, Opportunities, and Advocacy
Просмотров 1,6 тыс.5 месяцев назад
In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore shifting perceptions, t...
Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' Commitment
Просмотров 1,5 тыс.5 месяцев назад
Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' Commitment
Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth
Просмотров 1,6 тыс.6 месяцев назад
Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth
The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
Просмотров 1,6 тыс.7 месяцев назад
The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
Bridging The Gap with Randy Crabtree.
Просмотров 1,6 тыс.7 месяцев назад
Bridging The Gap with Randy Crabtree.
Unofficial Quickbooks Accountants feat. Alicia Katz Pollock & Hector Garcia
Просмотров 1,8 тыс.8 месяцев назад
Unofficial Quickbooks Accountants feat. Alicia Katz Pollock & Hector Garcia
Mastering the CPA Game: Insights, Lessons, and Surprises with Special Guest Mike Payne.
Просмотров 1,4 тыс.8 месяцев назад
Mastering the CPA Game: Insights, Lessons, and Surprises with Special Guest Mike Payne.
Pricing with Purpose feat. Geraldine Carter!
Просмотров 1,4 тыс.8 месяцев назад
Pricing with Purpose feat. Geraldine Carter!
Addiction to Entrepreneurship, Seth's Success & Notion Mastery!
Просмотров 1,4 тыс.8 месяцев назад
Addiction to Entrepreneurship, Seth's Success & Notion Mastery!
Mastering Defined Benefit Plans: In-Depth Insights with Financial Expert David Podell
Просмотров 1,5 тыс.8 месяцев назад
Mastering Defined Benefit Plans: In-Depth Insights with Financial Expert David Podell
Insights, Inspiration, and Game-Changing Tips | Tax Twitter Conference and Firm Management.
Просмотров 1,5 тыс.9 месяцев назад
Insights, Inspiration, and Game-Changing Tips | Tax Twitter Conference and Firm Management.
Mastering Tax Law & Life: Insights from Forbes' Tax Girl, Kelly Phillips Erb
Просмотров 1,5 тыс.9 месяцев назад
Mastering Tax Law & Life: Insights from Forbes' Tax Girl, Kelly Phillips Erb
Secrets to Building and Growing Successful Accounting Firms | Learn the Strategies!
Просмотров 419 месяцев назад
Secrets to Building and Growing Successful Accounting Firms | Learn the Strategies!
Master Your Time: The Key to a 7-Figure Accounting Firm
Просмотров 3110 месяцев назад
Master Your Time: The Key to a 7-Figure Accounting Firm
When To Start Your Business with DLD Accountancy's Dennis Duban
Просмотров 7911 месяцев назад
When To Start Your Business with DLD Accountancy's Dennis Duban
Just Do It with Small Business Tax Savings Podcast's Mike Jesowshek 1
Просмотров 8811 месяцев назад
Just Do It with Small Business Tax Savings Podcast's Mike Jesowshek 1
Coming Up on Tax Bite with Jackie Meyer
Просмотров 2,3 тыс.11 месяцев назад
Coming Up on Tax Bite with Jackie Meyer
You need RUclips markers because your rank right now is very low
Proud to be Filipino.... in the Philippines we are passionate and committed to continous learning in bookkeeping and accounting services, ensuring accurate, timely, and professional work for all our clients.
This was a great episode. I came here because of Naomi. I'm an accountant in the cannabis niche and she has been a big part of that.
❤❤ Love your energy Dr Jackie
Jackie, you are CHANGING this industry. Not just for firm owners in general, but for women. For mom’s. You have saved me from this profession. I was ready to get out. Workaholism and is an epidemic in the public accounting industry, and it’s destroying the accounting industry. Please keep pushing this conversation! I’ll be cheering you on and sitting at your feet to learn all along the way!
You’re such a wonderful speaker!
Excited to continue learning from you! And MOMS exist during ALL seasons ❤
❤
Verry good
Nice
Good
Out of all of my searches, Jackie seems to be the most ethical. Very important in this line of work.
@@joemastrianocpa2325 thank you Joe, that is very considerate
💕 "Promosm"
Awesome video! Great tools that I plan on implementing.
❤
Accounting Firms: Go to meyertax.com/firms for free resources on TCJA, excel worksheets, and to join our Facebook "Accounting Firm Influencer" group!