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.
Self-Guided to Learn At Your Own Pace
Monthly Live Q & A with Your Peers
3 Recorded Video Lessons Each Month
Certified Concierge Accountant Self-Study 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!
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?
“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
“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
Certified Concierge Accountants have clear competitive advantages to automate and optimize their accounting firms!
Our current group's schedule:
- Time blocking for accountants - starting with one hour per week on our homework
- Universal priority codes to eliminate chasing clients
- Deadlines that actually work
- Client care calls to solidify your relationships and get the referrals you want
- Repeatable videos and communication to save hundreds of hours per year
- Your value pricing blueprint to 3X fees (and client satisfaction!) via tax planning or other advisory services
- Tax technical case studies in TaxPlanIQ, a revolutionary SaaS platform to automate your tax planning practice (with extended trial access)
- Situational selling to gain confidence
- Personality styles that simplify working with your staff and/or clients
- Converting to packaged offerings at your firm, to eliminate A/R and confusion
- Optimizing discovery meetings
- Closing meetings that sell themselves
- Automating your entire client sales and onboarding process
- Client guidelines that solidify boundaries
- Check-ins on homework, emergent challenge discussions, and celebrating your wins
- Chairside review of a student's client presentation
- Additional hands-on and real-life examples of your peers to gain confidence in yourself
- A course close out, recap, and invitation to future exclusive events and parties
* 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.
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.
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.