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

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.

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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.

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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.

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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
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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.
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ADVISORY & CONSULTING

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

Build a business that runs itself.

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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.

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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.

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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.

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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.

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