$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.

An account already exists with this email address. Is this you?

Sign in

CCA Live Mastermind

Express Enrollment 

About our next team:

  • CCA “T” Team starts on July 6th, 2023
  • First 3 Thursdays of the month from 2:00 - 2:50 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. 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 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