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.
Start building a better firm.
WHO ARE OUR COACHES?
CEO of Chuck Bauer Sales Training & Business Consulting, Certified Concierge Accountant
Chuck Bauer delivers high-impact seminars and training programs to sales teams, managers, and business owners looking to work smarter, make more money, and take more quality time off. He has worked with dozens of C-Level Executives and hundreds of business owners to streamline their operations globally online and in-person. Company leaders who work with Chuck skyrocket their revenue and enjoy an overall better work-life balance.
Over 25 years of Sales & Executive Training, 1000+ seminars over the past 3 decades including 35,000+ Minutes of Zoom Online Training ANNUALLY!
CEO of Meyer Tax Consulting, Certified Concierge Accountant
Jackie specializes in providing innovative, tailored tax strategies and coaching programs to executive clientele ( 5 mil+ net worth) for a high return on investment. She leads her team of top-tier talent spanning across the US. The team operates with 100% virtual workflows to manage all aspects of the tax planning process for their clients. She is a top-rated speaker, business coach, and social media influencer with thousands of students and followers.
Intuit Tax Council, Forbes Finance Council, 40 under 40 CPA Advisor, AICTC Member of the Year, Intuit VIP Summit Thought Leader, and doctoral candidate in Strategic Leadership.
WHAT ARE OUR RESULTS?
“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
"Chuck helped us set extremely aggressive 12-month sales and operational goals for our firm. Thanks to Chuck's operational systems and next-level sales tactics, we’ve already closed $221K in annual recurring fees & $81K in one-time tax plans—putting us on track to smash our annual goals!"
—Greg O'Brien, EA
Owner, Greg O'Brien, CPA
"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
"The Certified Concierge Accountant 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 Certified Concierge Accountant taught me that I don’t have to kill myself working to make a decent living. The strategies Chuck and Jackie teach in the Certified Concierge Accountant 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
“Thank you for all the support & coaching—without it, this would not be possible. We ended last year with tremendous growth! Cash collected was over $700K and our entire team now works 100% remotely, serving clients throughout the USA. We’re looking forward to another year of success, challenges, and helping business owners achieve financial freedom with Tax Planning.”
—Minal Babaria, CPA, CCA, CTC
CEO, KB Tax Deviser CPAs
Center Valley, PA
"My firm saw over $100K growth in the 6 months of the Certified Concierge Accountant Mastermind Group. 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 Certified Concierge Accountant 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,