In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and the realization that hitting rock bottom isn't a prerequisite for recovery.

Seth's career took an unconventional turn as he pursued his passion for creativity rather than sticking to accounting as a fallback. He shares his challenges in toxic work environments, especially during his time at a CPA firm, where he grappled with tax returns and felt unsupported by colleagues. This led to frustration and tears, but it was also the catalyst for his journey into entrepreneurship.

From there, Seth's entrepreneurial spirit flourished as he built a side hustle in web design, eventually expanding into bookkeeping and Excel services. His knack for creating engaging and informative video content set him on a path of education and entrepreneurship. We discuss his approach to making accounting videos captivating, emphasizing humor, eye contact, and personal connection.

Our conversation takes an exciting turn as we dive into Seth's obsession with productivity and his love for the organizational powerhouse, Notion. He's working on a groundbreaking "Bulletproof Notion Project" to revolutionize how we handle tasks and information. Seth also shares his plans for an educational Notion course and a CRM template—exciting developments for productivity enthusiasts.

We wrap up with insights on productivity systems, staying connected to the industry, and the power of meditation and mindset in the accounting profession. Seth's journey is a testament to resilience and reinvention, making this episode a must-listen for anyone seeking inspiration in their career and personal life. Tune in to The Concierge CPA with Seth David for a transformative experience!

What you'll hear in this episode:

[1:00] Seth's addiction, recovery, and career path.

[8:05] Addiction, enabling, and hitting rock bottom

[11:45] Addiction recovery, career evolution, and entrepreneurship

[17:40] Building a side hustle through web design and data analysis

[19:55] Creating and sharing video content for bookkeeping and accounting questions

[23:30] Making accounting videos engaging and informative

[27:00] Productivity, note-taking, and organization

[33:10] Creating a course on Notion templates and DIY CRM building

[36:20] Productivity systems and finding the right tool for efficiency

[39:25] Meditation, mindset, and recovery for accounting professionals.

Connect with Seth on Instagram @nerdenterprises

Visit Seth's website: https://www.nerdenterprises.com

Check out Seth's book, Getting Things Done: The Art of Stress-Free Productivity

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference.

Our discussion goes deep as we dive into pressing issues in the accounting industry, including mental health, diversity, and self-care. We believe that fostering a supportive and inclusive environment is crucial, and our discussion reflects that passion. Of course, we'll also delve into the nitty-gritty of tax legislation and firm management, offering you the expertise you need to navigate this complex landscape.

In a personal and revealing moment, I open up about my journey, from being an accounting firm owner to becoming a tax software developer and coach. I'll also share my experience with email overload and provide practical tips to help you regain control of your inbox. It's a game-changer that can transform your daily work life.

What you'll hear in this episode:

[1:05] Mary confirms the dates of the first Tax Twitter conference.

[4:55] Mary discusses the Tax Twitter retreat planning, challenges, and key takeaways.

[13:05] Brian and Jackie discuss mental health, diversity, and self-care in the accounting industry.

[19:10] Firm-wide policies and huddles for productivity.

[25:50] Jackie and Brian discuss tax legislation and firm management.

[31:45] Mary shares how even the little ways that accountants help make great impacts in someone's life.

[36:30] Identity loss after career transitions.

[41:20] Jackie shares her experience with email overload and the importance of setting boundaries.

Check out the #Tax Twitter Retreat Website at #TaxTwitter | Retreat

Connect with Brian on Twitter @cbriancpa

Connect with Mary on Twitter @AccountingAsArt

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.

Kelly shares how her career took a fascinating turn from litigation to tax law and her journey sheds light on the pivotal role mentors play in shaping our professional paths. There's so much to be learned from Kelly, from the challenges she's faced to common myths in tax law.

Looking ahead, we discuss the evolving landscape of tax preparation and why value pricing is crucial for delivering top-notch services to clients. We also dive into the often-overlooked topic of gender inequality in business writing, as well as gender disparities in the law profession.

Stay tuned for Kelly's insights on how women can achieve career growth and mentorship in the tax profession. Our discussion is packed with valuable advice and actionable tips. We wrap it up by talking about courage, building a supportive community, and leveraging social media platforms for professional growth and networking. Don't miss out on this dynamic episode that's sure to inspire!

What you'll hear in this episode:

[1:30] Law, writing, and personal branding.

[7:40] Personal and professional growth, with a focus on veterans and mental health.

[11:30] Tax law career path and mentorship.

[15:25] Career choices, challenges, and tax law myths.

[22:35] Tax accounting, communication, and teamwork.

[27:20] Teamwork, communication, and AI in accounting and law professions.

[32:15] AI in legal practice, resistance, and efficiency.

[37:20] The future of tax preparation and the importance of value pricing.

[41:00] Gender inequality in business writing.

[43:50] Gender inequality in law profession.

[48:05] Career growth and mentorship in the tax profession.

[53:25] Courage, community, and social media platforms.

[57:00] Tax planning and accounting industry insights.

Connect with Kelly on LinkedIn https://www.linkedin.com/in/taxgirl/recent-activity/all/

Read Kelly's work on Forbes https://www.forbes.com/sites/kellyphillipserb/?sh=1e98b0679cba

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics.

We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy has taken to infuse wellness initiatives and community-building into his conferences. From there, we take a deep dive into the potential changes to future conferences he hosts.

Randy shares his expert perspective on the latest trends and events in the accounting industry, including tax credits for businesses. He shares the unique ways businesses can take advantage of credits and how his business, Tri-Merit can help. From this conversation, you'll gain firsthand knowledge on leveraging tax credits to their maximum potential. Trust me, you won't want to miss it!

What you'll hear in this episode:

[1:20]Randy's conference for accountants with notable speakers and topics.

[5:40]Mental health, vulnerability, and entrepreneurship.

[11:35]Mental health in the accounting profession.

[16:35]Wellness initiatives and community building at a conference.

[20:35]Improving conference experience through exclusivity and community building.

[25:10]Accounting industry trends and events.

[29:40]Tax credits for businesses, including renewable energy and investment tax credits.

[35:30]IRS audits and tax credits with a CPA.

Connect with Randy on Instagram: https://www.linkedin.com/in/randy-crabtree-1945a67/

Learn more about Tri-Merit https://tri-merit.com/

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

I'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the idea that your passions can coexist with your profession, even in traditionally conservative fields like accounting.

But that's just the tip of the iceberg! Scott goes on to share invaluable insights into branding and the inner workings of his successful accounting firm. What really sets their firm apart is Scott's ability to stay hands-off in the daily operations, allowing his team to still achieve remarkable success. He dives deep into the concept of trust within the workplace and how it empowers his employees to excel, offering a valuable lesson for any business leader.

But here's the real nugget of gold from this conversation: Scott unveils the main characteristic that sets successful business owners apart – humility. He emphasizes the importance of continuous self-improvement, which is at the heart of entrepreneurship and leadership.

As we journey through this episode, Scott shares his insights into the evolving landscape of entrepreneurship, leadership, and personal growth, offering invaluable advice for navigating the modern business world. So, if you're ready to dive into a fascinating conversation about accounting, entrepreneurship, leadership, and personal growth, you won't want to miss this episode!

What you'll hear in this episode:

[1:55] Scott talks about accountants who have passions such as rap, and dance.

[6:45] Scott talks about branding, and his business operations.

[9:05] Scot discusses how he is able to stay out of the daily operations of his successful accounting firm by trusting employees.

[16:40] Scott talks about Leadership roles and team growth.

[25:00] Scott discusses the main characteristic of successful business owners, which is humility, as well as self-improvement.

[29:55] Scott talks about Entrepreneurship, leadership, and personal growth.

[34:45] Scott talks about the social media platforms that he uses.

Check out The Accounting High Podcast

Find more information about Botkeeper Conference, AKA Unchained: https://www.botkeeper.com/en/knowledge/ai-unchained-conference

Check out The Unique CPA Conference with Randy Crabtree: https://tri-merit.com/the-unique-cpa-2023-conference-bridging-the-gap/

Check out The Dancing Accountant, Nanci McClelland: https://www.thedancingaccountant.com/

Check out the TaxTwitter Retreat: #TaxTwitter Retreat Unveiled! - Tri-Merit

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

Today we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, this is a game-changer! From crunching numbers to optimizing financial strategies, these cutting-edge technologies are revolutionizing how we approach accounting.

But hold on, it gets even more thrilling as we explore the nexus of big data, quantum computing, and cybersecurity. We're peeling back the layers to uncover the vulnerabilities that come with this exciting territory. It's crucial to understand how to protect your business and clients in this dynamic landscape.

And speaking of limitations, we've got the scoop on AI language models. We discuss the pitfalls, biases, and ethical concerns you should be aware of when relying on AI for communication and decision-making in the accounting world. We also take a peek at how AI is reshaping roles within the industry!

So, if you're ready to navigate the future of accounting with AI as your trusty guide, join us!

What you'll hear in this episode:

[1:05] AI and quantum computing in accounting.

[6:45] Big data, quantum computing, and cybersecurity.

[11:35] AI and security and how to protect your business.

[16:55] The future of accounting and analytics.

[22:15] AI tools for accountants and their limitations.

[27:20] AI language models and their limitations.

[32:00] AI, and the transformation of role in accounting industry

[36:25] Books, personal growth, privacy,

[41:40] The future of AI in the accounting industry.

[46:00] AI technology and graphic design with an accounting professional.

Connect with Randy on Instagram @rpjohnston

Connect with Brian on Instagram @bftcpa

Visit K-2's website: https://www.k2e.com/

Learn more about Blake Oliver: https://www.blakeoliver.com/

Check out "Why We Sleep" https://shorturl.at/flDK1

Check out "Data Cartels: The Companies that Control and Monopolize Our Information" https://shorturl.at/bHIST

Check out "Quantum Supremacy" https://shorturl.at/joFGP

Check out Adobe Firefly: https://www.adobe.com/sensei/generative-ai/firefly.html

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.

Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generational wealth transfer planning. Keith emphasizes that wealth often dissipates from the first to the third generation, underscoring the need to preserve and share the story of wealth.

Keith provides valuable insights into collaborative advisory services, emphasizing the significance of holistic advisors working together for the benefit of clients. He shares strategies for successful estate planning, the impending changes in estate tax laws, and the increasing importance of long-term care planning.

In this episode, you'll gain a deeper understanding of financial planning, charitable giving, the ever-evolving landscape of wealth management, and the enduring legacy we can create through responsible financial stewardship. Join us for an enriching conversation that will leave you inspired and informed.

What you'll hear in this episode:

[1:50] From pastoral ministry to becoming a financial advisor.

[6:20] The importance of financial planning.

[11:40] The importance of telling the story of wealth.

[15:25] Learning social media and building team members.

[22:10] The different levels of charitable giving.

[31:40] The importance of insurance and investing.

[39:55] Time blocking and structured weeks.

[43:20] Where did you grow up?

[47:50] How to market your business?

Connect with Keith on LinkedIn: https://www.linkedin.com/in/keith-conley1980/

Find more information on his website: https://www.truelegacyfp.com/

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss.

I open up about my journey as the mastermind behind the Concierge Accountant Program and Tax Plan IQ, a groundbreaking tax planning software. My passion for uplifting the accounting profession and helping clients thrive in what they love to do has been a big motivator for me!

Shannon and I share how our paths crossed, leading us to an insightful exchange about my transition into accounting and the pivotal shift in my mindset that shaped my career. We debunk the myth that tax preparers automatically save you money, urging you to actively seek tax advisory services from your accountant. Proactive planning, as we discuss, is the key to financial success.

We explore the essence of tax advisory services, the difference between tax preparers and tax advisors, and the unique ROI method of tax planning that sets the stage for optimum financial strategies. While AI's role in the accounting field sparks fear and debates, I assure you that accountants won't be replaced. Instead, AI offers opportunities for accountants to redefine their roles and stand out in the industry.

As we wrap up our conversation, we touch on risk tolerance, priority savings, and choosing the right tax advisor. If you're intrigued by the world of tax planning, eager to understand AI's impact, and keen on optimizing your financial journey, this episode is a must-listen.

What you'll hear in this episode:

[2:25] How Shannon and Jackie met.

[7:30] Ask and demand tax advisory services from your accountant.

[13:30] Tax Preparation vs. Tax Planning.

[17:30] How will this make accountants obsolete?

[23:05] How to get started with tax planning?

[28:00] How to choose the right tax advisor?

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

Get ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling firms from rock bottom to the pinnacle of success. With over two decades in the field, Chuck's insights are like gold nuggets that promise to transform your perspective on the industry.

Now, let's zoom into the here and now – the ever-evolving landscape of the accounting profession. From the surge of smaller accounting firms to the age-old inefficiencies that continue to plague the industry, we're unpacking it all. But here's the kicker: those inefficiencies? They're actually your golden ticket! We're here to spill the beans on how to transform these challenges into opportunities that'll skyrocket your firm's success.

Fasten your seatbelts as we tackle the secrets behind the firms that seem to effortlessly turn obstacles into triumphs. These firms are not just businesses; they're powerhouses of innovation, agility, and a client-first mindset. Join us as we crack open the vault of effective time management, showing you how to make every minute count without losing your sanity. We'll walk you through how to enhance your performance AND also inject a healthy dose of balance into your life. Tune in to dive into the secrets, strategies, and success stories that define the top 1% of accounting firms. Let's revolutionize your journey together!

What you'll hear in this episode:

[1:10] What does it mean to be in the top 1%.

[6:40] The current landscape of the accounting profession.

[11:15] How to turn challenges into opportunities.

[15:50] Tips for better client communications.

[21:30] Be the expert that your client needs.

[27:30] How to have the discipline to implement your goals.

[32:55] Efficient time management and implementation.

[38:05] Boundaries and onboarding.

[43:10] The onboarding guidelines.

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

Check out the NEW COURSE by clicking the link https://yourcca.com/

In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't become overwhelming burdens. Let's break free from the chains of overworking!

Did you know that more than half of full-time workers report working more than 40 hours a week? It might seem glamorous or like something you need to do for your business to thrive, but let me tell you the truth – it can lead to strokes, brain clots, divorces, and a host of other issues for your life and health.

As a recovering workaholic myself, I know how crucial it is to address this head-on. I believe it's essential to prioritize relationships and personal well-being above all else. We'll explore the power of delegation in your business. I've got some fantastic strategies to help you analyze your meetings, maximize your strengths, and achieve that perfect work-life harmony.

Tune in to get real and explore the worst aspects of burnout. I'll open up about my own struggles of feeling embarrassed and isolated, and the toll it took on my personal life. So, if you're ready to break free from the chains of burnout, discover the path to work-life balance, and make your business flourish, this episode is an absolute must-listen! Together, we can find ways to break this pattern and ensure that we're not sacrificing our well-being for the sake of work.

What you'll hear in this episode:

[1:15] How to avoid burnout at work?

[5:50] America makes workaholism look sexy.

[8:15] Having my first child

[12:45] The worst part about the whole situation.

[15:00] How did you become a business coach?

[19:00] Workaholism vs. Workaholic.

[21:40] The importance of delegation in your business.

[26:10] How many firms are running in the red?

[28:05] The story of 1000 marbles.

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/