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GROWTH STRATEGIES

Who to Hire First

Woman and man shaking hands across a desk

Strategies for building your dream team.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

“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.

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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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MARKETING & SALES

Gordon: The Most Powerful Sentence You’ll Learn | The Concierge CPA

The silver bullet technique can transform messaging and persuasion.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

Most accounting professionals do extraordinary work—and still struggle to explain why it matters.

That tension sits at the heart of a standout episode of The Concierge CPA, where host Dr. Jackie Meyer is joined by messaging strategist Neil Gordon for a wide-ranging conversation on persuasion, clarity, and the future of tax advisory in an AI-driven world.

The result is an episode that feels less like a marketing lesson—and more like a wake-up call for tax professionals who know their value but haven’t quite figured out how to communicate it.

More Jackie Meyer

Early in the episode, Meyer names a frustration that resonates across the profession: most tax professionals create real value, yet struggle to articulate it in a way that inspires action.

That gap isn’t about intelligence or effort. It’s about messaging.

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GROWTH STRATEGIES

Twelve Ways to Use ChatGPT Today

Embrace artificial intelligence in your accounting practice.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

In today’s rapidly evolving landscape, technologies like artificial intelligence (AI), natural language processing (NLP) and advanced large language models (LLMs, the brains behind tools like ChatGPT) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. Integrating AI into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

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It might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

What are AI, NLP and LLMs?

  • Artificial Intelligence: AI is a broad term for machines or software that mimic human intelligence processes. This includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. In practice, AI can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. In our context, think of AI as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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GROWTH STRATEGIES

How Your Tech Stack Fuels Your Growth

Key components and how to optimize them.

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 by Jackie Meyer
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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!
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PODCAST

Pogosian: What Advisors Miss in Risk Management | The Concierge CPA

A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Go PRO – Get More! Go PRO!  See Today’s Special Offer

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundations and tax-planning implications of small captive insurance companies. The episode clarifies a strategy that many tax professionals find complex or intimidating, with actionable guidance on identifying suitable clients and avoiding compliance risks.

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Captive insurance — typically formed under Internal Revenue Code Section 831(b) — allows businesses to establish their own insurance company to cover risks that may be difficult or costly to insure through commercial carriers. Under the provision, small qualifying captives can elect alternative tax treatment, in which premiums paid into the captive are tax-deductible to the operating business but not immediately recognized as income by the captive. Tax is generally deferred until the captive is dissolved, at which point capital gains tax applies.

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