Run Your Accounting Firm At Optimum Efficiency!

  • WORK AT YOUR OWN PACE
  • STAY ACCOUNTABLE
  • INTERACT WITH YOUR PEERS

Change how your business operates from every angle so you spin your wheels less, increase revenue, and enjoy life more—all from any internet-capable device.

Enroll in This Program

Certified Concierge Accountant Alumni Access
A Monthly Self-Study Online Training Course for Accountants

ALUMNI ACCESS IS ONLY AVAILABLE TO GRADUATES OF OUR MASTERMIND GROUP OR SELF-STUDY PROGRAMS.
Earn Up to 18 Hours of Qualified CPE Credit. Sponsored by CPAAcademy.org

Self-Guided to Learn At Your Own Pace

Monthly Live Q & A with Your Peers

3 Recorded Video Lessons Each Month


Certified Concierge Accountant Alumni Access

The perfect self-study course for tax firm owners and leaders who want more out of their business and their lives.

Increase your bottom line and stop letting left behind by your competition! This program allows you to work at your own pace while still holding you accountable for implementation. You will receive access to three pre-recorded video lessons each month as well as an invitation to a MONTHLY LIVE Q & A with Chuck, Jackie, and your peers!

ALUMNI ACCESS IS ONLY AVAILABLE TO GRADUATES OF OUR MASTERMIND GROUP OR SELF-STUDY PROGRAMS.

Your primary resource for tax firm leadership development, the Certified Concierge Accountant and its coaching programs are designed exclusively for accountants is generating exponential year-over-year net revenue increases by transforming accounting firms, one leader at a time.

Will Your Firm Be Next?

"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

"I just closed a new VIP client with $9,000 initial onboarding and $985 monthly recurring income on a Pro package. That's $21K in year one!"

Michael Rusenko, CPA, PC
Owner, Rusenko CPA, PC.
Atlanta, GA

“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

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.

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.

Friendships

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.

Certified Concierge Accountant Alumni Access

$400

EVERY MONTH

ENROLL NOW

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