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

GROWTH STRATEGIES

How to Define Your Vision

Build a practice, not just a job.

By Jackie Meyer

We’ve explored the spark that ignited your entrepreneurial journey. Now, let’s give that spark direction and purpose. Building a successful advisory practice isn’t just about working hard; it’s about working smart. And that starts with having a clear vision.

MORE: How I Became an Accidental Entrepreneur  | Build a Seven-Figure Firm in Four Hours a Week
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Vision is more than just a lofty idea; it’s a necessity. It’s the guiding force that dictates not only what you want, but also what your team should strive for daily. Your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. It’s your North Star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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PODCAST

Amy Vetter: Reclaim Time, Energy, & Purpose | The Concierge CPA

“We’re afraid to communicate, we’re afraid to speak up.” 

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 a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.

There’s more to success than climbing the traditional career ladder.

More Jackie Meyer

The founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech advisor—challenging firm owners to prioritize purpose and personal well-being.

“Once I made partner, I thought I’d feel happier,” Vetter says. “But success without alignment isn’t really success.”

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ADVISORY & CONSULTING

Meyer: How I Became an Accidental Entrepreneur

hand below light bulb

Answer these 10 questions to see how similar you are.

By Jackie Meyer

“If your business depends on you, you don’t own a business – you have a job. And it’s the worst job in the world because you’re working for a lunatic!” – Michael E. Gerber, “The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It”

October 2010. The day is etched in my memory – cold and sharp, like the sting of betrayal. I was sitting in my car, gripping the steering wheel so tightly my knuckles turned white. Just moments before, I had been fired. Fired from a job I thought was secure, on a career path I believed I was destined for. The words from my boss were still ringing in my ears: “We’re going in a different direction.” I was stunned. What did that mean for my direction?

MORE: Build a Seven-Figure Firm in Four Hours a Week
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It felt like the bottom had dropped out of my life. Years of studying, late nights, and climbing what I thought was the “right” ladder had led to this: humiliation, anger and a terrifying sense of … nothingness. But as I sat there, eyes burning with tears I refused to let fall, something unexpected began to stir beneath the surface of those raw emotions. A spark. A flicker of defiance. And the faintest whisper of an idea.
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CLIENT SERVICE OPPORTUNITIES

David Podell: Build Net Worth in Retirement Planning | The Concierge CPA

“If you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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 a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.

More Jackie Meyer

Kicking off with sharp-witted tax news, Meyer touches on IRS free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.

Podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: “If you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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ADVISORY & CONSULTING

Build a Seven-Figure Firm in Four Hours a Week

Welcome to the crossroads of advisory.

By Jackie Meyer

Are you an accountant, tax advisor or financial consultant who’s feeling overwhelmed by long hours, endless compliance work and ever-increasing client demands? Or maybe you’re in a corporate job dreaming of entrepreneurial freedom. Are you tired of trading hours for dollars, only to find yourself burned out and undervalued? Do you dream of a practice that generates significant revenue and provides you with the freedom to live a balanced, impactful and fulfilling life?

MORE: Jackie Meyer: Earn More with Fewer Clients
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You’re not alone. In fact, according to a 2023 report by the Illinois CPA Society, 41 percent of accounting and finance professionals are either looking for a new job or plan to start looking by the end of the year, citing factors such as salary, burnout and lack of work-life balance. Many advisors report working 60 to 80 hours a week, only to see their income plateau while their stress levels skyrocket. This isn’t just about numbers; it’s about a fundamental shift in how we define success and build our practices. If you relate to these struggles, you’re in the right place.
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