The Concierge CPA

Jackie Meyer

CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. read less
BusinessBusiness

Episodes

41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia"
Feb 23 2024
41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia"
Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! Gain insights into cutting-edge accounting tools and strategies. Uncover the secrets to navigating financial statements, tax planning, and industry benchmarks. Elevate your accounting game with the Unofficial Quickbooks Accountants Podcast!TimeStamps :[02:09] - Hector and Alicia introduce themselves[03:27] - Discussion starts about the podcast's early success[05:32] - Alicia talks about training methods[12:51] - Hector discusses how markets, people, technology evolve over time[15:25] - Hector introduces his new conference and app[16:53] - Discussion with Alicia begins[18:04] - Alicia talks about changes happening with QuickBooks desktop[20:18] - Alicia introduces her new book[21:06] - Book helps map taxes to financial statements[22:36] - Alicia discusses new training portal offering[23:16] - Alicia wraps up key points at the end🔗 Connect with Hector Garcia and Alicia Katz Pollock:Hector's YouTube: https://www.youtube.com/hectorgarciacpa./Alicia's Website: www.royalwise.com/Follow their journey on social media:Hector's Facebook: Hector Garcia CPAAlicia's Facebook Group: Training for Quickbooks UsersAlicia's Instagram: Alicia Katz Pollock Hector's Facebook Community: https://www.facebook.com/groups/aiforaccountantsBook Reference:Alicia's Quickbooks Desktop https://www.amazon.com/QuickBooks-Des....Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/WATCH Tax-Strategies-for-Small-Business-with-Jackie-Meyer at https://learn.royalwise.com/visitor_catalog_class/show/1155008/
40 - Mastering the CPA Game with Mike Payne
Feb 16 2024
40 - Mastering the CPA Game with Mike Payne
In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program.Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client profiling? Join us for an insightful conversation that's bound to spark inspiration and growth!Catch a glimpse of the strategies, mindset shifts, and key takeaways that can elevate your own journey as an accountant or aspiring professional. Whether you're navigating the intricacies of the industry or looking for valuable tips, this episode is packed with golden nuggets!Ready to join the conversation? Don't miss out! Click play and soak in the wisdom shared by Mike, a seasoned CPA and attorney. Timestamps :[03:00]: Mention of the book "The Business Playbook."[4:30]: Discussion on the lack of a specific playbook for the accounting profession.[6:00]: Mention of traction and EOS (Entrepreneurial Operating System) concepts.[8:00]: Brief discussion on the Small Firm Roadmap for law firms.[10:30]: Comparison of pricing legal services and tax advisory services.[12:00]: Introduction to the subscription model for tax and legal services.[13:30]: Challenges and time taken to develop a legal subscription model.[15:00]: Importance of real-time access for legal and tax services.[16:30]: Integration of legal and tax services in subscriptions.[18:00]: Utilizing a profiling approach for client categorization.[19:30]: Moving from three-tier packaging to client profiling.[21:00]: Defining enterprise-level clients and owner-operators.[22:30]: Considerations and adjustments in setting service fees.[24:00]: Advice on getting coaching for business and surrounding oneself with like-minded individuals.[26:00]: Brief discussion on conferences and networking.[27:00]: Importance of community and mindset in business.[29:30]: The value of meeting people face-to-face at conferences.[31:00]: Mention of various coaches and their impact.[3:00]: Final thoughts on coaching, community, and mindset.[34:00]: Closing remarks and contact information.Book References : The Business Playbook - https://www.thebusinessplaybook.com/.The Small Firm Roadmap - https://lawyerist.com/book/.Connect with Mike Payne on LinkedIn at https://www.linkedin.com/in/michaelpaynejdcpa/.Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
38 - Pricing With Purpose with Geraldine Carter
Jan 30 2024
38 - Pricing With Purpose with Geraldine Carter
In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfaction. The episode covers a range of topics, including the pitfalls of traditional pricing models, the power of value pricing, and the transformative impact of specializing in a niche market. Jackie and Geraldine, both seasoned professionals, share their personal experiences and offer practical advice for accounting firm owners looking to elevate their practices.What you'll hear in this episode:[1:07] Introduction of hosts and overview of the episode.[1:27] Discussion on common pricing challenges in accounting.[3:33] The historical perspective on billing models in accounting.[6:14] Exploration of value perception and setting client expectations.[8:42] Insights on the implementation of value pricing in tax planning.[13:05] Strategies for identifying client pain points and customizing solutions.[16:27] Ethical considerations in estimating tax savings.[18:37] The development and impact of specialized tax advisory packages.[23:51] The importance of niching down in accounting.[29:28] Leveraging digital products and subscription models in niche practices.[32:24] Overcoming common misconceptions and challenges in niching.[36:29] Insights on client acquisition in high net worth accounting.[39:25] The journey and benefits of transitioning to a niche practice.[41:10] Closing thoughts and personal recommendations.References:Business Strategy for CPAs by Geraldine Carter: https://www.businessstrategyforcpas.com/Connect with Geraldine Carter on LinkedIn at https://www.linkedin.com/in/geraldine-carter/Visit Geraldine's Website: https://www.climateride.org/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
37 - Bottoms Up - Raising the Bar With Seth David
Dec 21 2023
37 - Bottoms Up - Raising the Bar With Seth David
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 @nerdenterprisesVisit Seth's website: https://www.nerdenterprises.comCheck out Seth's book, Getting Things Done: The Art of Stress-Free ProductivityConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig
Dec 7 2023
36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig
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 | RetreatConnect with Brian on Twitter @cbriancpaConnect with Mary on Twitter @AccountingAsArtConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb
Nov 23 2023
35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb
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=1e98b0679cbaConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
34 - Bridging the Gap with Tri-Merit's Randy Crabtree
Nov 9 2023
34 - Bridging the Gap with Tri-Merit's Randy Crabtree
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 @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
33 - Accounting Highs and Lows With Visionary Scott Scarano
Oct 26 2023
33 - Accounting Highs and Lows With Visionary Scott Scarano
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 PodcastFind 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-MeritConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
32 - The AI Thinktank with Randy Johnston and Brian Tankersley
Oct 12 2023
32 - The AI Thinktank with Randy Johnston and Brian Tankersley
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 @rpjohnstonConnect with Brian on Instagram @bftcpaVisit 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/flDK1Check out "Data Cartels: The Companies that Control and Monopolize Our Information" https://shorturl.at/bHISTCheck out "Quantum Supremacy" https://shorturl.at/joFGPCheck out Adobe Firefly: https://www.adobe.com/sensei/generative-ai/firefly.htmlConnect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
31 - A Journey Of Faith in Finance with Keith Conley
Sep 28 2023
31 - A Journey Of Faith in Finance with Keith Conley
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 @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
30 - How to Hire a Tax Planner
Sep 14 2023
30 - How to Hire a Tax Planner
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 @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
29 - The Secret Behind the Top 1% Accounting Firms
Aug 31 2023
29 - The Secret Behind the Top 1% Accounting Firms
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 @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/Check out the NEW COURSE by clicking the link https://yourcca.com/
28 - Don't Drop Your Balls: The Art of Prioritization
Aug 17 2023
28 - Don't Drop Your Balls: The Art of Prioritization
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 @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith
Jul 27 2023
27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith
I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT.We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accuracy of ChatGPT and highlight its strengths and limitations for accounting tasks. If you're looking for practical strategies to help you utilize this emerging technology in your accounting practice, look no further!The panel speculates on the future of the accounting profession, considering whether AI and automation could replace us. The truth is that AI may replace some jobs in the field; adaptability and upskilling are crucial for staying relevant.We also consider the legal implications for tax preparers using AI in their processes. Remember, ChatGPT can only utilize information up to a certain point. However, tax regulations and compliance requirements continue to change. Still, this new technology is revolutionizing tax prep by improving efficiency and accuracy! Tune in for all of the considerations and best practices.What you'll hear in this episode:[2:28] Welcome to the show. [9:09] The importance of gender-neutral pronouns in tech. [14:56] What do you think about the accuracy of Chat GPT? [18:30] Preloading prompts for Chat GPT[25:28] Creating baseline content and expanding on it.[32:13] What is technical insight and how does it work? [35:44] What do you think is going to replace accountants in the future? [40:39] What’s going to happen to the jobs that are going to need to be done with lists and spreadsheets? [44:00] What are the implications for tax preparer’s from a legal perspective? [50:50] How the technology is going to change the world of tax audits.Connect with Scott Scarano on LinkedIn @Scott Scarano Check out Scott's Podcast Accounting High Connect Randy Johnston on LinkedIn @Randy JohnstonCheck out K2 Enterprises for your accounting needs https://www.k2e.com/Connect with Kelly Mann on LinkedIn @Kelly MannCheck out AuditMiner so you can streamline your auditing process for your CPA firm https://auditminer.com/Connect with Jeremy Wells on LinkedIn @Jeremy WellsCheck out Jeremy's podcast The CPA Advisory ShowCheck out JWellsCFO for scaling your agency tax stress-free
26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats
Jul 13 2023
26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats
In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accounting practices.Accuracy is a crucial aspect of AI, and we explore its reliability in various tasks. Our experts engage in a comprehensive discussion, shedding light on the current state of AI accuracy and its limitations. The integration of ChatGPT in Firefly is a topic of interest, and our guests share their thoughts on its advantages, challenges, and potential impact on customer service. The future of AI in accounting jobs is also discussed. Our panel debates whether AI will replace all accounting roles or primarily affect specific positions. They offer their predictions and observations on the evolving landscape of accounting in the age of AI. Join us as we explore the potential, challenges, and ethical considerations surrounding AI in accounting. Jackie Meyer and our esteemed panel of experts provide valuable insights into this rapidly evolving field.What you'll hear in this episode:[3:20] Introduction of the panelists. [6:10] What are the things that we need to be thinking about now in order to leverage AI further? [16:00] How accurate is artificial intelligence? [18:35] What are your thoughts on the use of ChatGPT in Firefly? [24:45] Is AI taking all accounting jobs or is it going to take only particular roles? [30:45] What's the better framework to go through with ChatGPT? [37:55] What integrations are you seeing that you're excited about? [41:05] What integrations would you like to see coming out? [44:10] What's the deal with more personal AI? [51:05] Thoughts on security and privacy in the future with AI[54:20] Are there any other ethical issues that you want to bring up about AI?Learn more about Rob on the Accounting Influencer's website: https://accountinginfluencers.com/ or connect with him on LinkedIn @Rob BrownConnect with Chris on Instagram @betterwaycpa or learn more on the Better Way CPA website: https://www.betterwaycpa.com/Learn more about Patrice and her services on LinkedIn @Patrice Malloy or on the Malloy Management Group website: https://www.malloygroupinc.com/Connect with Jason on Twitter @JStaatsCPA or on LinkedIn @Jason StaatsFind more content from Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler
Jun 29 2023
25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler
I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields.Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative advancements and technologies driving Web 3 and discuss the potential impact it holds for various sectors and individuals.Shifting gears, we delve into what keeps Crystal balanced and happy in this world. Her insights and practices provide actionable tips for maintaining well-being and pursuing happiness, offering a source of inspiration for our listeners.Lastly, we touch upon our use of Chat GPT, sharing our experiences and anecdotes. This AI technology has proven to be an invaluable asset in our content creation, research, and editing processes, enhancing our overall productivity and creativity.What you'll hear in this episode:[1:00] Crystal's background and where she came from [6:00] How did you come to realize you had fibromyalgia? [11:05] Crystals podcast "The CryptoCannaVerse Show"[15:10] What is Web 3 and how does it operate? [21:05] What is Ether Scan, and how does it function? [24:05] What is one book or novel that every listener should prioritize and find immediately? [28:55] What keeps you balanced and happy in this world? [33:55] Crystal's experience as more of a starter than a finisher.[39:15] How Jackie and Crystal have been using Chat GPTConnect with Crystal on LinkedIn @Crystal Wampler Check out Canethics for tax advice on your cannabis business Check out Crystal's podcast The CryptoCannaVerse Show Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/
24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein
Jun 22 2023
24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein
I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept.During our discussion, we debate the possibility of AI taking over compliance tasks in audits and the urgent need for upskilling within the accounting profession to keep up with the rapid advancements in AI technology. As we examine the dynamics of AI adoption, we contemplate whether it will be primarily driven by customer demand or if it will actively shape the accounting profession itself. Our conversation also dives into the ethical implications of AI, addressing the significant ethical issues surrounding its deployment in our field.Looking ahead, we speculate on the future of AI over the next five to ten years and its potential impact on the accounting profession. We discuss how value is being redefined beyond traditional output metrics, urging fellow accountants to adapt to this evolving paradigm.What you'll hear in this episode:[3:05] Why is AI such a pressing issue for accountants? [8:10] Technology is just a tool, it's part of our tool belt. [10:45] ChatGPT doesn't care what you call it. [16:00] Is AI going to take over compliance tasks like audit in the future? [22:45] We are already behind our education system, and our funnel of accounting majors is already very behind in terms of the skill set we need in the accounting profession. [25:40] The need for upskilling in tax advisory. [31:00] Is this going to be driven by the customer, or is it going to drive the profession? [34:20] Should we start using chatbots to summarize articles, emails, etc.? [44:35] What's the biggest ethical issue you see with AI? [47:35] Where is this going over the next five to ten years? [53:35] Redefining value outside of output and how it will evolve.Connect with Darren on Twitter @dazglanville and learn more with him on the Fathom website: https://blog.fathomhq.com/author/darren-glanvilleLearn more from Ed on his website https://www.edkless.com/ or connect with him on LinkedIn @Ed KlessConnect with Donny on LinkedIn @Donny Shimamoto and learn more about Intraprise TechKnowlogies on their website https://www.intraprise.us/Learn more about Shannon's services on her website https://www.fitnancialsolutions.com/accounting and connect with her on Instagram @shannonkweinstein Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie’s work at https://www.jackiemeyercpa.com/