Here’s what you’re looking for: Jackie Meyer

GROWTH STRATEGIES

Hiring Strategies for Your Dream Team

Woman and man shaking hands across a desk

Who do you bring on first?

By Jackie Meyer

“A team is not a group of people who work together. A team is a group of people who trust each other.” – Simon Sinek, “Start with Why”

Building a successful advisory practice isn’t a solo endeavor. Yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the Balanced Millionaire lifestyle, you’ll eventually need a strong, capable team. Otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.

MORE: The AI Revolution: Embracing Artificial Intelligence in Your Practice | Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

This article focuses on the critical process of hiring a team that aligns with your vision and values. We’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
READ MORE →

ADVISORY & CONSULTING

Hooda: Model a 7-Figure Firm in 10 Hrs/Week | The Concierge CPA

Build a business that runs itself.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Pro Membership, Where Accounting Pros Go Pro. Get More! Go Pro!  – See Today’s Special Offer

Click to subscribe anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), Boomplay (Africa), or RSS.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

When Concierge CPA host Jackie Meyer met UK-based accountant Reza Hooda at GrowCon, they quickly realized they were professional doppelgängers.

Both transitioned from traditional tax firms to leading-edge advisory businesses. Both created proprietary pricing models. Both teach accountants how to reclaim their time, value, and purpose.

More Jackie Meyer

But Hooda’s journey is one every accountant needs to hear: the story of how he walked away from PwC, bought a traditional firm from his father-in-law at the worst possible economic moment (2008’s global financial crisis), and slowly rebuilt it—from paper files and printed emails to seven-figure advisory success, working less than 10 hours a week.

READ MORE →

ADVISORY & CONSULTING

Chris Papin: A Bold Blueprint for Modernizing | The Concierge CPA

This interdisciplinary approach offers a glimpse into the future of the accounting profession.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Pro Membership, Where Accounting Pros Go Pro  – See Today’s Special Offer
Click to subscribe anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), Boomplay (Africa), or RSS.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and advisory insight under one roof. Based in Edmond, Oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

More Jackie Meyer

Papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. That stuck. Years later, Papin is that lawyer—and CPA—bringing the skipped chapters into focus for his clients. His multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“Small business owners often need to pull five levers to get all the professionals they need in one room. I decided to be all five,” Papin quips.

READ MORE →

GROWTH STRATEGIES

Eight Strategies for Avoiding Burnout

smiling woman writing notes with pen and paper while other hand is on laptop keyboard

Including action steps and key metrics.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

Running your own CPA firm can be deeply rewarding. It offers the freedom to choose your clients, financial growth and the ability to create a business aligned with your values. However, the risks of burnout and workaholism are real for CPA firm owners who don’t manage their workload and boundaries intentionally.

MORE by Jackie Meyer
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

This guide provides actionable strategies to help you run a successful and balanced CPA practice that works for you – not the other way around.
READ MORE →

ADVISORY & CONSULTING

Six Steps to Freedom: A Road Map for High-Value Tax Advisory

An action plan including what to do in 60 minutes to start.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

By now, you’ve read about the mistakes I made, the strategies I discovered, the value of leading with advisory, the power of technology, and even the ultimate exit strategy. You’ve learned how to build, scale and eventually sell a high-value tax advisory firm that works for you, instead of the other way around.

But knowledge alone isn’t enough. The real magic happens when you take what you’ve learned and turn it into action.

MORE by Jackie Meyer
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

This article is designed to be a clear, actionable road map that helps you take each concept and turn it into results. We’ll break down the steps you need to take – one by one – so that you can create your own transformation. Whether you’re just starting out or you’ve been running your practice for years, this action plan will help you move toward the freedom formula: more value, less stress and a firm that can thrive without you.
READ MORE →