$8,800.00 USD

Due to the high demand for our (Certified Concierge Accountant, Jackie Meyer, and Chuck Bauer) programs, there are NO REFUNDS. Once a program is paid for, we immediately incur commitments of time & resources along with infrastructure materials on your behalf, well in advance of any training dates or programs. Due to time commitments and scheduling requirements, there are no refunds.

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CCA Live Mastermind

Express Enrollment 

About our next team:

  • CCA “U” Team starts on November 2nd, 2023
  • First 3 Thursdays of the month from 3:00 - 3:50 pm CT. We do not meet in the 4th or 5th week of the month.
  • 18 Sessions for a total of 900 Minutes of High-Level Coaching with Jackie and Chuck.
  • Includes inclusion into the CCA cloud and 24/7/365 access to ALL materials and recordings.
  • During onboarding, you will be sent a calendar link to all 18 sessions – we use the same zoom link for ALL of your sessions.
 

Our Current Group's Curriculum:

  1. OUR CURRENT GROUP'S SCHEDULE

    •  Advanced GPT4 Training
    • Tax Technical Case Studies via TaxPlanIQ
    •  Value Pricing Blueprints
    •  Increasing Fees 3X Via Planning & Advisory
    •  Advanced Time Blocking That Promotes HIGH Efficiency
    •  Efficient Client Communication Via Protocol & Codes
    •  Enforcement of Specific Client DEADLINES
    •  Utilization of Staff & Client ONBOARDING Guidelines
    •  Confidence via Situational Presenting
    •  Three Package Offerings
    •  Discovery / Conclusion Strategies
    •  Actual Student / Peer Presentation Examples
    •  Specific Onboarding & Enforcement of Client BOUNDARIES
    •  STOP CHASING / START Taking More Time Off
    •  Weekly Homework & Cloud Based Forever Communication
     
    •  Course topics may be changed/customized for a group at our discretion.

What People Are Saying:

Thank you, Chuck Bauer and Jackie Meyer, CPA! I can't thank these two enough for the success of late. 90% conversion rate between $8-16K per client. Chuck challenged me to hit $18K and I DID IT! It is so great to have these two in my corner. I also appreciate this group of talented professionals as a resource, sounding board, and champions of each other's successes!"

Lisa Cox, Anchor CPA Group, Severna Park, MD