The Concierge CPA™ Mastermind Group and The Concierge Accountant™ programs from coaches Chuck Bauer and Jackie Meyer are designed just for you! We're here to completely overhaul how your tax firm operates. You can expect improved results in new revenues, increased revenue per client, securing new dream clients, politely letting go of nightmare clients, better profit margins, and a decrease in time worked.
You won’t be counting down days until your next day off or vacation anymore, we promise! The only thing holding you back from you is you.
Start building a better firm.
How Will I Benefit From Accounting Firm Coaching?
THE CONCIERGE CPA™ MASTERMIND GROUP
Enrollment is Open for Our Next Group • Space is Filling Fast!
Earn up to 18 hours of CPE credit!
This 6-Month LIVE training program with the expert guidance of Sales & Business Coach Chuck Bauer and 2019 CTC Firm of the Year Winner Jackie Meyer will take your accounting firm to extraordinary levels of success!
- 900 MINUTES of LIVE group training with up to 20 qualified CPAs worldwide and TWO COACHES!
- Learn proven techniques to improve firm efficiencies.
- Solve challenges exclusive to the accounting industry.
Enroll NOW and get started with immediate access to Chuck and Jackie with any of your major challenges!
Our average student receives a 200%+ ROI in their investment in our program, within 1-2 months of beginning the course!
"I closed three clients recently—two of them at 5x my normal rate. The craziest part was, during my presentation of pointing out two key mistakes made on their return (out of the ten I had listed), they said 'Sold. Take my money.' The fear of losing clients because of increased fees is gone thanks to Jackie and Chuck."
—Kevin Smoot, EA
Owner, AccountAbility Inc
“What I gained most is confidence—and potential clients can see it. Clients now see how we can propel their financial success with the value and skills we provide. I LOVE Coach Jackie and Coach Chuck! Their methods are repeatable and can be adapted to a small, large, or scaling business.”
—Kendall Broda, CPA, CTC
Owner, Taxes by the Sea
“I’ve seen a 100% increase in year over year sales to date and just closed another $20k/year client! One client now pays what I used to get from 10-15 clients—meaning I can work with fewer clients overall and provide a higher level of service for the rest of my clientele!”
—David Chen, CPA
Owner, David Chen CPA
Run Your Accounting Firm Like a Machine
OUR SESSIONS WILL GIVE YOU THESE DELIVERABLE ITEMS
By focusing on improving your firm’s efficiencies and solving challenges exclusive to the accounting industry, your new coaches can help you break through bottlenecks, boost performance, and turbocharge your CPA / Tax firm.
- Top/Bottom Client Analysis – Start converting clients to value-based pricing and evaluate who you want to work with, retain, fire, sell, etc.
- Improve your tax firm's website and define your brand by finding your "Why."
- Define your accounting firm's core beliefs, client persona, and industries to target as a tax consultant.
- How to time block for a structured week. What happens in vagueness stays in vagueness!
- Your own custom monthly value-priced packages based on Meyer Tax and Chuck's one-on-one students' template.
- Functional organizational chart for your tax firm, and what hats you want to wear as a CPA/EA firm owner.
- Annual tax firm calendar—planning hard and soft deadlines and unforeseen events.
- ROI analysis and tax strategies for your current or prospective clients based on unlimited real case studies submitted by you. We do NOT typically teach tax technical content in session, but can support you in planning.
- Templates! — Including Key Performance Indicators for an accounting firm of any size and Meyer Tax's metrics and workflows.
- Referral Request Script from client care calls. We do not teach how to advertise, but how to nurture relationships you already have to gain more valuable clientele.
- Discovery and conclusion PPT slides and examples that have closed tens of thousands in tax client sales.
- Onboarding/current client guidelines.
- Using an easy priority system for staff/clients that uses any software and keeps all parties on track.
- How to use any cloud tax apps to the fullest.
- Personality typing clients and staff for communication success.
- Recording video/screencast communications in public accounting and making them repeatable.
- Defining your competitive advantages as a firm.
- Clear communication guidelines and DARBs to stop chasing anyone, anytime, anywhere for tax deadlines.
* Course topics may be changed/customized for a group at our discretion.
"The Concierge CPA™ provides a different approach to every single aspect of an accounting firm. Jackie and Chuck will do everything they can to make sure that you are successful. Three months into the program, I was able to bring in 3 new clients who doubled my revenue for the year. This program has changed my business and it has also changed my life!"
—Tatiana Tsoir, CPA, MBA, CTC, PFP
CEO, Linza Advisors, Inc
Mount Kisco, NY
"The Concierge CPA™ taught me that I don’t have to kill myself working to make a decent living. The strategies Chuck and Jackie teach in The Concierge CPA™ have been proven to work. Now, I serve fewer clients and provide a higher level of service— which makes my work more interesting for me and more rewarding for my clients. Plus, the friendships you make from the other CPAs and EAs in the program are invaluable!"
—Rich Inglis, EA
President, Paradigm Tax Consulting
"My firm saw over $100K growth in the 6 months of The Concierge CPA™ Program. However, my goals were not just to grow firm revenue. I wanted to better manage my firm, my time, and my clients. The training I received from The Concierge CPA™ helped me achieve my goals, which were more important than any revenue growth, because it’s not how much money you make... it’s how much you keep!"
—Sarah Berry, CPA
Owner, Sarah Berry, CPA, PLLC,
The Concierge Accountant Self-Guided Courses
Online Business Development Training for Accountants
The Concierge Accountant Self-Guided Courses are for tax firm owners and accounting leaders who want to break through barriers and become more passionate about their purpose. Our online courses are specifically designed to help you become the best tax firm or accounting firm owner possible.
$800 - MONTHLY SUBSCRIPTION
Enjoy the same course content as our popular Mastermind Group at a fraction of the price! Implement lessons on your own time, get access to our private peer group, and more! Earn up to 3 hours of qualified CPE credits per month sponsored by cpaacademy.org. 18 sessions certifies you as a Concierge Accountant and then NEW content will be available!
$400 - MONTHLY SUBSCRIPTION
This program is only available to alumni of our Mastermind Group program. Continue your training at your own pace and maintain access to our peer community, receive 3 new pre-recorded sessions each month, gain access to our monthly Q&A, and more. Earn up to 3 hours of qualified CPE credits per month sponsored by cpaacademy.org.
OTHER PROGRAMS THAT MIGHT INTEREST YOU
What exactly will I get with Accounting Firm Coaching?
Re-ignite Your Passion for Taxes
Set realistic goals to grow your gross revenue and bottom line, to spend the most time doing what you love-whether that's work or vacation!
Confidence & Accountability
Finally stop overthinking and start doing what CPA's and EA's need.
Access to your peers and your two coaches Jackie & Chuck, in our private Facebook group, online portal, meet-ups, and virtual happy hours.
Templates & Case Studies Galore
Tax Planning Engagement letters, tax workflow templates, ROI trackers, access to taxplaniq.com software, and any other templates Chuck Bauer and Meyer Tax have custom created from the sales to service processes at accounting firms. We invented the wheel for firm owners, so you spend less than two hours a week in session and implementing!
Growth as an Accounting Firm Owner & Influencer
Become the tax firm leader and accounting influencer you are meant to be. Invest in yourself to increase your actual value, instead of being chained to an hourly billable rate.
Average students report over 200% ROI in our course within the first two months from upselling existing clients. By the end of six months, many see 500% tangible sales increases and unmeasurable intangible results.
We get real, real fast. We provide real results as experts in accounting firm best practices and tax firm hacks. This isn't counseling, it's accounting firm coaching and consulting.