No politics allowed, but sense of humor required!
Jackie Meyer, President and Founder of Meyer Tax Concierge CPA firm in Southlake TX, invites tax firm leaders, owners, and influencers to debrief from 2019 tax season, fix and prevent practice management issues from happening again, and review top lessons learned from hundreds of tax firms polled on the impact of tax reform, staffing, and client issues. Jackie & panelist Chuck Bauer, who coach and motivate firm owners at theconciergecpa.com, share several simple but effective solutions to implement at your firm to work smarter, not harder, and reconnect with your "Why".
Meyer Tax Consulting LLC
President and Founder
[email protected]
(888) 272-1258
Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.
Chuck Bauer
Owner, Sales / Business Coach
[email protected]
Work smarter. Make more money. Take more time off. These are the guiding principles behind Chuck Bauer’s transformational keynote speeches and seminars, grounded by three decades of experience as a proven motivational speaker and professional sales and business coach.
Chuck’s no-nonsense approach and tell-it-like-it-is style immediately connects as he breaks down traditional thinking that keeps people anchored in the past. Attendees leave energized and armed with actionable tactics to face current challenges in their business.
Chuck’s insights come from observing live sales calls and business operations through his work as a professional sales and business coach. His clients, including sales professionals, business owners and C-level executives, will tell you time and time again that Chuck’s tactics have saved deals, streamlined operations and skyrocketed revenue.
Chuck has extensive experience with the unique challenges facing small and medium sized CPA & Accounting Firms. Through his partnership with the Professional Association of Small Business Accountants, Chuck has directly coached more than 80 firm owners on their practice management and sales efforts. Through his counsel, Chuck has helped generate exponential year over year net revenue increases for his clients.
A published author with Wiley Publishing, Chuck's work has been featured in numerous business and sales-related magazines, social media platforms and websites. He is a member of the National Speakers Association, helping audiences across the country take steps forward to move past business obstacles. Chuck also maintains a thriving virtual consulting practice, completing more than 40,000 minutes of training each year with his global client base.
Leverage Chuck Bauer’s experience to get instant results for your business, sales team or company.