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

GROWTH STRATEGIES

Leverage Technology for Growth

How to make your tech stack work for you.

By Jackie Meyer

We have discussed how solid systems and processes can streamline your operations and boost efficiency. Now, it’s time to delve into the specific technologies and software that can truly transform your advisory practice and propel your growth. We’re going to talk about building your tech stack – the collection of tools that work together to support and automate your workflows.

MORE: 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.

 

Embracing the right technology can elevate your one-person or small firm into a powerhouse that feels much larger. When done right, tech removes drudgery, reduces errors and creates a client experience that’s smooth and modern. On the flip side, ignoring tech or using outdated tools can hold you back, limit your growth and eat away at your time. Let’s make sure that doesn’t happen!
READ MORE →

PODCAST

Koebnick: Freedom from Federal Taxes? The Tribal Credit That’s Sparking Fireworks | The Concierge CPA

Advisors are learning how a federally registered tribal credit could mean big tax savings and big tax controversy.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here

Update: This episode was originally recorded in early 2025 and appears here as part of the CPA Trendlines special Independence Week series. Please be advised that the Tribal Tax Credit is currently under increased scrutiny by the IRS, with concerns about potential misuse and fraudulent claims. The perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. Listeners are strongly encouraged to consult a qualified tax advisor and review the latest IRS guidance before considering any strategies discussed herein. 

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

As Americans celebrate independence, a lesser-known federal tax credit tied to Native American tribal negotiations is offering its own version of financial freedom—up to 40 percent off federal tax liability, no clawbacks, and five years to use it.

More Jackie Meyer

On this special Independence Week episode of The Concierge CPA show, host Jackie Meyer, CPA, sits down with Chad Koebnick, vice president of specialized tax services at Nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“This is one of those once-in-a-decade strategies,” says Meyer. “But it’s new, and with that comes skepticism. That’s why we brought in Chad to break it all down.”

READ MORE →

GROWTH STRATEGIES

Streamline Your Operations with Systems and Processes

Woman drawing flowchart on a blackboard

Onboarding, process mapping and more.

By Jackie Meyer

Systems and processes are the unsung heroes of any successful business. They bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

MORE: 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.

Why Systems and Processes Matter

 

First, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the ROI Method, and explore the power of tiered service packages. Then, you can focus on the backbone of a scalable practice: systems and processes.

Without well-defined systems, even the best strategies will struggle to deliver consistent results and allow you the time freedom you crave.

Here’s why they’re crucial for your advisory practice: READ MORE →

GROWTH STRATEGIES

Craft Tiered Service Packages for Maximum Impact

illustration of three tiers of service offeringHow to turn an otherwise intangible offering into a clear product.

By Jackie Meyer

We have shifted your mindset and model: you’re focusing on advisory value and pricing for ROI. Now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. Enter tiered service packages.

MORE: 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.

 

Offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. It provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

At Meyer Tax Consulting (my firm), we developed a structured tiered approach, which I’ll use as an example. You can model your own tiers similarly, customized to your niche and strengths.
READ MORE →

PODCAST

Justin Baker: Save $8M in Estate Taxes in One Move (Before 2026) | The Concierge CPA

Even clients under $30 million could face a surprise tax hit in 2026—here’s how to protect them.

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

As the 2026 sunset of the Tax Cuts and Jobs Act looms, one of the least discussed yet most consequential shifts in tax policy is about to hit: the estate tax exemption is set to be cut in half. For high-net-worth individuals—and the CPAs who advise them—the clock is ticking.

More Jackie Meyer

On the latest episode of The Concierge CPA, host Jackie Meyer welcomes Justin Baker, general counsel at Baker Wealth Strategies, to explain how the looming estate tax changes present both a threat and an opportunity. “If Congress does nothing, the current $14 million per-person exemption drops to around $7 million,” Baker warns. “For married couples, that’s a potential $14 million reduction in tax-free estate value—and a real risk of a 40% tax on anything above that.”

READ MORE →