By Jackie Meyer
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The podcast currently has 53 episodes available.
4:04 Rob Nixon - who coaches accounting firms
6:44 Where are the offices of TOA Global? How did you decide where to put offices?
10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it.
10:21 With outsourced functions, what all do ya'll provide? What are accounting firms kind of demanding or really needing right now? What's in high demand?
12:17 What are your thoughts around advisory and how much accounting firms - financial advisors...do you help support that transition towards advisory as well?
15:17 In the U.S., you just throw CPA or EA in a bucket and the client just assumes they do everything, and to me I feel like there should be some more oversights
16:34 Why do firms need to outsource, and what is this kind of crisis that we're in right now?
20:02 A lot of the bigger firms are already outsourcing. Some successfully. Some not. Where is it going wrong, versus how you found it to go right?
22:18 Tell me a little more specifics about how your process works. So, I come to you and I say "Hey, I need a bookkeeper." Do you go find that talent that has the experience level that I'm asking for?
23:10 Who would not be a good fit for outsourcing?
30:40 The role of AI: Are the services and work that you're supplying - is it going to change drastically?
32:32 What would you say is the biggest problem that smaller accounting firms face today?
34:10 Dan Martell, Author of Buy Back Your Time - https://www.BuyBackYourTime.com
37:11 Accounting firms need to be inspirational
39:10 Shirley Koss at TOA Global: https://www.linkedin.com/in/shirleykoss
ūüĒó Connect with Nick Sinclair
https://www.linkedin.com/in/nicksinclair
ūüĒó Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
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In this episode of The Concierge CPA, Jackie Meyer sits down with Nick Sinclair, Founder and CEO of TOA Global, to explore the benefits of outsourcing and how it can help accounting firms scale efficiently. Nick shares his journey from running his own financial planning firm to founding one of the largest global outsourcing firms for accounting professionals.
Nick discusses how to go global with your accounting firm and why outsourcing accounting tasks can help firms overcome the talent shortage and increase capacity. He emphasizes that outsourcing goes beyond just reducing workload‚ÄĒit frees up time for firm owners to focus on higher-value services like tax advisory.
A significant takeaway from the conversation is Nick’s insight into the cultural nuances of working with global teams, particularly in the Philippines, and the importance of integrating these teams into your firm’s culture. He explains how outsourcing has shifted from simply offloading tasks to developing long-term relationships with team members across the globe.
The episode also delves into strategies for successful outsourcing, including setting clear goals, ensuring effective communication, and creating a leadership mindset that fosters collaboration. Whether it’s bookkeeping, tax preparation, or client advisory services, outsourcing allows firms to leverage global talent to maximize efficiency and growth.
If you’re looking to scale your firm, learn how to outsource accounting tasks effectively, and understand the benefits of a global workforce, this episode offers practical tips on how to navigate the transition.
Tune in to learn more about how outsourcing can elevate your firm’s services and provide a competitive edge in today’s fast-changing industry.
2:33 Tell us a bit about your firm and how you got to where you are.
3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm?
5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it?
7:18 You said you fell in love with tax prep and review. You're one of the few people I've heard say that. What made you fall in love with tax prep?
8:32 What's your favorite thing out of all the activities you do now?
9:29 Client meetings: Did you move that to completely virtual, or is there an in-person option?
10:50 Speaking of tax planning, you mentioned that you recently, within the last year, had your biggest tax plan ever where you saved someone $1 million. Is that right?
14:13 We have a new growth plan at TaxPlanIQ.
18:20 I reached out to my favorite author Gino Wickman who wrote Traction: Get A Grip On Your Business.
19:21 I had Brandon Hall on The Concierge CPA.
21:00 Hopping back over to real estate: The short term rental loophole - tell us a little bit more about that, and tell us about what is going on with legislation there.
25:02 Are ya'll taking new clients, or are you maxed out?
27:43 Earlier you hinted at some unique ways you onboard clients and certain questions that you ask. We talked about this is something that is kind of unique to your firm. Tell us more about what you do.
31:20 People love transparency.
36:13 What do you think the biggest challenge is for small business owners or entrepreneurs, whether accountants or any white collar / blue collar business owner?
40:34 You spent the last year in an RV. Tell us all about that.
44:16 If anyone is interested in the home schooling: You mentioned some online resources. Is there a particular place you recommend people would go to start looking at that?
47:09 How can people reach out, or what is your handle to follow you on LinkedIn and Twitter?
ūüĒó Connect with Chad Huebsch
https://twitter.com/TheTaxNomad
https://www.linkedin.com/in/chad-huebsch-ea-ctp-5b71aa54
ūüĒó Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Outschool:
https://www.outschool.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
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In this podcast episode of The Concierge CPA, host Jackie Meyer interviews Chad Huebsch, a former student of her coaching program and an accounting firm owner who transitioned to virtual work while traveling across the country with his family in an RV. They explore Chad’s entrepreneurial journey, highlighting his shift from a corporate career to running his own firm and how he found his passion for tax prep and advisory services, particularly for small business owners and real estate clients.
Chad emphasizes how going virtual significantly improved his work-life balance and expanded his hiring options, allowing him to recruit talent nationwide, a key benefit for entrepreneurs adapting to virtual work environments. Chad’s firm runs entirely remotely, and he shares how the firm handles the challenges of maintaining human connection and team cohesion with daily huddles, which foster communication and collaboration despite the physical distance.
One pivotal moment in Chad’s journey was when he sold his largest tax plan, saving a client $1 million in taxes. The plan focused on complex strategies like the qualified small business stock exemption and cost segregation. This accomplishment showcases the value of strategic tax planning for entrepreneurs and the confidence it gave Chad to push forward in his entrepreneurial ideas.
Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‚ÄėThe Tax Goddess‚Äô. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using more than 1,500 federal, state, and local tax strategies.
Shauna holds a Master’s Degree in Taxation from Arizona State University and is one of only five Certified Tax Coaches in Arizona. Her innovative approach to tax planning has earned her features in Forbes, Entrepreneur, and CNNMoney, and appearances on CBS, NBC, and FOX. Shauna is not only a tax expert but also a dynamic educator and speaker, making complex tax strategies accessible and even enjoyable.
12:01 For those that aren't super familiar with the captive insurance concept, let's expand a bit more on what it is and how it can essentially wipe out a $100k liability each year. There's a lot to it. Why do people put it on a nasty list, and how do you stay away from that?
16:22 What are the basics if someone asks you "I have a tax preparer or I have an accountant...they're already doing all this for me..." and the answer's typically no they're not - and it's because if they're more compliance focused, they're just too freaking busy to be looking ahead at proactive stuff. What are warning signs to ask for if you truly want a tax planner?
21:06 How much do you dabble with estate planning and working with estate attorneys, and that side of things?
25:18 Let's circle back. Give me the elevator pitch of what captive insurance is.
36:55 Is there a particular pricing method that you like to use as a tax strategist that you recommend to others?
ūüĒó Connect with Shauna A. Wekherlien
https://www.linkedin.com/in/taxgoddess
ūüĒó Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
We just released a completely automated version that creates client tax plans in minutes! Check it out!
In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professionals, especially financial advisors and CPAs, to write and publish short books as tools for business development, marketing, and authority positioning. For CPAs and advisors who aim to shine, tune in to this episode, learn, and let your expertise align.
13:26
The Short Book Formula by Author Paul G. McManus
18:00
The Art of Collaboration by Authors Anton J. Anderson & Paul Latham
Forewords by Dr. Jackie Meyer and Jonathan S. Kuttin
22:09
The Tax-Free Business Owner by Author Mark Miller
35:51
How do you become an Amazon best selling author?
36:35
Author Jordan Raynor
40:55
What is the difference between a traditional publisher and hybrid publisher?
51:56
The 4-Hour Workweek by Author Tim Ferriss
52:18
What AI tool is going to save people hours upon hours of time by utilizing it to help them write?
ūüĒó Connect with Paul G. McManus
https://www.theshortbookformula.com
https://www.linkedin.com/in/paulgmcmanus
ūüĒó Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
We just released a completely automated version that creates client tax plans in minutes! Check it out!
Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey from Thomson Reuters Tax and Accounting to her own marketing business. They talk about the challenges accountants face in balancing client service with business development, consultative selling, effective marketing strategies, and the importance of clarity on websites and targeting ideal clients. The conversation also covers advisory services, referral marketing, niche branding, tax representation, collaboration with lawyers, and the importance of educational content in building trust.
33:14 Randy Crabtree - Bridging the Cap Conference
35:05 Nayo Carter - Best Wardrobe
35:20 Nominations: https://www.btgconference.com/bridging-the-gap-award-nomination
37:20 Geno Wickman
Connect with Gaynor Hardy (Meilke)
https://www.linkedin.com/in/gaynormeilke
Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Sponsored by David Podell and Business Benefits Consultants:
https://www.BusinessBenefitsConsultants.com
In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on providing exceptional small business accounting services. Join us as we dive into Alton's journey and gain valuable insights into the world of accounting and entrepreneurship.
ūüĒó Connect with Alton Bell
https://www.linkedin.com/in/alton-bell-ii-ea-a738667
https://www.bell-tax.com
ūüĒó Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Sponsored by TaxPlanIQ:
https://www.taxplaniq.com
Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she reinvented herself within the accounting industry. Amber also shares her unique perspective on leadership, emphasizing the distinction between technical problems and adaptive challenges.
ūüĒó Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
ūüĒó Connect with Amber Setter
https://www.linkedin.com/in/ambersetter
Two book references in this episode:
https://www.amazon.com/Big-Leap-Conquer-Hidden-Level/dp/0061735361/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
https://www.amazon.com/Body-Keeps-Score-Healing-Trauma/dp/0670785938/ref=asc_df_0670785938/?tag=hyprod-20&linkCode=df0&hvadid=312142103956&hvpos=&hvnetw=g&hvrand=1724325123473366026&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9026938&hvtargid=pla-436114357585&psc=1&gclid=Cj0KCQjwncWvBhD_ARIsAEb2HW_ErjyI4-f6Po9MNLUlAJS_bxr7Y9b78Tc0mONp6HdLZr4ac-h8x2caAuGOEALw_wcB
Sponsored by TaxPlanIQ:
https://www.taxplaniq.com
Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase.
ūüĒó Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
ūüĒó Connect with Tom Zehentner
https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b
ūüĒó Connect with Jesse Rubenfeld
https://www.linkedin.com/in/jesserubenfeld
Sponsored by TaxPlanIQ:
https://www.taxplaniq.com
Signup for early access to TaxPlanIQ's exciting new spinoff product:
http://taxsavingsiq.com
In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore shifting perceptions, tax complexities, potential regulatory changes, operational challenges, and psychedelics' mental health benefits. Naomi also discusses her advocacy efforts and the importance of regulatory clarity, concluding with insights into the implications of the cannabis industry on accounting and tax planning, stressing the necessity of professional certification.
ūüĒó Connect with Naomi Granger
https://www.linkedin.com/in/naomigranger
ūüĒó Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Sponsored by Business Benefits Consultants:
https://businessbenefitsconsultants.com
On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alexandra also highlights the company's commitment to providing a wide range of services, from tax preparation to bookkeeping, to meet the diverse needs of their clients.
ūüĒó Connect with Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Book reference:
https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X
Sponsored by Unison Globus: https://www.unisonglobus.com
The podcast currently has 53 episodes available.
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