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

ADVISORY & CONSULTING

Jason Ackerman: Roth Mistakes That Cost Clients the Most | The Concierge CPA

Existing IRA balances and Form 8606 can make or break the strategy.

The Balanced Millionaire: Building a 7-Figure Firm in 4 Hours a Week.  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Build a 7-Figure Firm in 4 Hours a Week!

The Concierge CPA
With Jackie Meyer

In this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief financial officer and co-founder of WealthRabbit, to separate practical Roth IRA guidance from the oversimplified advice circulating online.

MORE Jackie Meyer | MORE CPA Trendlines Streaming Network

Roth IRAs can provide tax-free growth and qualified withdrawals, but eligibility rules, reporting requirements, and conversion mechanics leave plenty of room for costly mistakes. Meyer and Ackerman examine direct contributions, backdoor Roth strategies, the often-misunderstood five-year rules, and the documentation advisers need to implement these strategies correctly.

A central warning: A backdoor Roth is not a product or a one-click transaction. It is a multistep process that requires advisers to examine the client’s existing IRA balances, properly report nondeductible contributions and conversions, and reconcile Form 8606 with Form 1099-R.

“Messing up the backdoor Roth is probably the one that can hurt the most,” Ackerman says.

READ MORE →

GROWTH STRATEGIES

Your Balanced Millionaire Journey Begins Now

Woman pulls pack storm page and reveals sunset.

How to bring it all together.

By Jackie Meyer

This is is the beginning of your revolution. You’ve journeyed with me through the trenches of hourly billing, felt the weight of burnout, and witnessed the exhilarating transformation to a seven-figure advisory firm built on my terms.

MORE: How to Cultivate Holistic Wealth | Five Hard-Earned Lessons from Exiting an Accounting Firm | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

But this story, this blueprint, it was never truly about me. It was always about you, about the spark within you waiting to ignite. You’ve seen me go from an exhausted CPA, trading time for dollars, to an empowered entrepreneur, crafting a life where work supports my dreams, not suffocates them. And now, it’s your turn to step into that power.
READ MORE →

GROWTH STRATEGIES

How to Cultivate Holistic Wealth

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in background

A deep dive into the SHiFT framework.

By Jackie Meyer

Success is often defined in dollar signs and business metrics, but as a seasoned advisor you know that true wealth extends far beyond the financial statement. After all, what’s the point of a seven-figure firm if your health is in shambles, your relationships are strained, or you have no time to enjoy life?

MORE: Five Hard-Earned Lessons from Exiting an Accounting Firm | It’s Never Too Early to Plan Your Exit Strategy | Beyond Blocking: More Time Management Strategies | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | 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.

 

In this article, we’re going to zoom out and look at the whole picture of what it means to be a “Balanced Millionaire.” This is about cultivating holistic wealth across all areas of life, using the SHiFT Framework – Social, Health, Financial, Time. These are the four pillars of holistic wealth and well-being that support a truly balanced and fulfilling life for a high-achieving professional.
READ MORE →

PERSONAL FINANCIAL PLANNING

David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA

Solo 401(k)s let you think beyond retirement.

CPA Trendlines: 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

In this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.

MORE Jackie Meyer | MORE CPA Trendlines Streaming Network

Podell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives into common mistakes business owners make, and shares how smart structuring — including leveraging Roth contributions and defined benefit add-ons — can elevate retirement planning from compliance to strategy.

“Putting money in these retirement plans pulls money out of the business and creates a personal net worth,” Podell says.

READ MORE →

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 →