We're now enrolling students for the following Mastermind courses:


A Whole New Way To Experience Professional Coaching for Accountants


Our average student typically sees a 200%+ ROI in their investment in our LIVE training program within 1-2 months of beginning the course!




Earn up to 18 hours of CPE credit!



Start building a better firm. Enroll today.


Certified Concierge Accountant Mastermind Group and Self-Study Access 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.

           How Will I Benefit From Accounting Firm Coaching?



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.
  • Get an exclusive invite to ask Jackie & Chuck anything in our MONTHLY live Q&A Session on Zoom.




Earn up to 18 hours of CPE credit!



Enroll NOW and get started with immediate access to Chuck and Jackie with any of your major challenges!

“The last year was a big turnaround for us. We achieved so much in such a short period of time—going from almost nothing to nearly $750K+ in sales! All coaching, guidance, and tools provided to us during our CCA coaching sessions were exceptional. This success would not have been possible without such support and guidance.”

—Taruna Kanani, CPA, MS/TAX
Founder, KB Tax Deviser CPAs
Center Valley, PA


"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
Clarksburg, MD


“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
Oceanside, CA


Certified Concierge Accountants Have Clear Competitive Advantages to Automate and Optimize Their Accounting Firms!

Potential Client Process

Our Current Group's Schedule:

  1. Time Blocking For Accountants
  2. Efficient Client Communication through Priority Codes
  3. Effective Deadline Strategy
  4. Client Care Calls for Solid Relationships & Valuable Referrals
  5. Repeatable Time-Saving Videos & Communication
  6. Your Value Pricing Blueprint To 3X Fees Via Planning & Advisory Services
  7. Tax Technical Case Studies via TaxPlanIQ
  8. Confidence through Situational Selling
  9. Personality Styles for Communication Simplification
  10. Packaged Offerings Conversion
  11. Discovery Meeting Optimization Strategies
  12. Conclusion Meetings Optimization Strategies
  13. Client Sales & Onboarding Process Automation
  14. Client Guidelines Strategies including Boundary Setting
  15. Homework, Emergent Challenges & Celebrations Check-Ins
  16. Client Presentation Chairside Reviews
  17. Confidence-Building Peer Examples
  18. Course Close Out, Recap & Invitation To Future Exclusive Events

* Course topics may be changed/customized for a group at our discretion.




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.


ROI Coaching

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.


No Fluff

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.



Earn up to 18 hours of CPE credit!

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