The Concierge CPA – Details, episodes & analysis

In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding the right partners, avoiding common pitfalls, and exploring industry initiatives designed to strengthen collaboration and client value.

2:01 How did you get into financial planning and wealth management?

4:08 How would you define a virtual family office?

6:02 What do you think about the relationship between accountants and financial advisors?

9:03 How can advisors prove themselves as quality partners to CPAs?

11:52 Can you explain the initiative we’ve been working on together?

17:31 Why do you think strategic partnerships are important?

20:01 How can accountants become more proactive for clients?

22:22 Do you have any upcoming initiatives you can share?

30:30 What are red flags when building partnerships?

🔗 Connect with Anton J Anderson

https://www.linkedin.com/in/antonjanderson/

https://elitert.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this episode of the Concierge CPA Podcast, Jackie Meyer, CPA, is joined by Anton Anderson, CEO of Elite Resource Team (ERT), to discuss the power of strategic partnerships between accountants and financial advisors. Anton shares his journey from financial advising to establishing ERT, which trains advisors and accountants to create effective accounting partnerships and virtual family offices. Together, they explore how collaboration can provide better client outcomes, streamline processes, and boost revenue.

Anton highlights the importance of building partnerships that focus on leveraging individual strengths rather than trying to master every service independently. The conversation emphasizes how proactive collaboration, backed by a network of niche experts, can result in significant tax savings, better planning strategies, and stronger client relationships.

Jackie and Anton also address common stereotypes between advisors and accountants, offering practical tips on how to break down barriers and create successful, long-term collaborations. They share inspiring success stories, including one where a partnership resulted in millions in tax savings for clients while creating substantial revenue for the advisors involved.

Finally, the episode previews the duo’s ongoing initiative to integrate ERT’s virtual family office model with TaxPlanIQ’s tax planning tools, aiming to redefine the advisory landscape. Whether you’re an accountant or a financial advisor, this episode offers actionable insights on how to build partnerships that deliver exceptional value.

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#drjackiemeyer #jackiemeyer

Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, can elevate client advisory services across accounting, banking, and beyond.

00:01:25 What is Vertical IQ?

00:02:02 How does an advisor typically use Vertical IQ?

00:04:15 Does Vertical IQ include benchmarking data?

00:07:27 What inspired the founding of Vertical IQ?

00:10:04 Why is cash flow so important in business?

00:11:13 How can Vertical IQ help firms stand out?

00:13:46 What are Vertical IQ's key accomplishments and future goals?

00:22:50 How does Vertical IQ act as a trusted advisor?

00:24:23 How is technical expertise beneficial in sales roles?

00:25:32 How does Vertical IQ stand out in the benchmarking data market?

00:27:36 Can Vertical IQ help clients expand or relocate?

00:28:40 Are more firms embracing advisory services?

🔗 Connect with Susan Bell

http://linkedin.com/in/susan-bell-5625385

https://verticaliq.com/

🔗 Connect with Dr. Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

This episode is brought to you by TaxPlanIQ:

https://www.taxplaniq.com

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In this episode of The Concierge CPA, Dr. Jackie Meyer, CPA, hosts Susan Bell, co-founder and Chief Sales Officer of Vertical IQ, to explore how benchmarking and industry-specific data empower tax advisory and other advisory services. They discuss Vertical IQ’s platform, which provides industry research, financial data, and insights tailored for accountants, bankers, and advisors looking to provide deeper client engagement.

Susan explains how Vertical IQ helps advisors understand their clients’ industries by offering up-to-date trends, risks, and economic data. This data enables advisors to benchmark client performance, enhance advisory services, and tailor tax strategies specifically for industries like healthcare, finance, and local businesses. Through tools like peer-to-peer comparisons and detailed industry benchmarks, advisors can deliver more precise, valuable insights to clients, making tax advisory not just theoretical but highly practical.

They also touch on the importance of staying curious and asking the right questions—a crucial part of providing advisory services. Vertical IQ’s platform allows advisors to make these interactions meaningful by presenting data in a way that is co-branded, easily digestible, and highly relevant to the client’s specific industry.

As the episode wraps up, Jackie and Susan discuss Vertical IQ’s expansion, including partnerships that integrate Vertical IQ’s data with other systems, from banking to tax planning software like TaxPlanIQ. They emphasize the growing demand for benchmarking and advisory services, with a vision to help firms differentiate themselves by becoming cherished advisors rather than just compliance professionals.

This conversation offers valuable takeaways for CPAs and advisors eager to grow their practice by providing tax advisory and benchmarking insights to clients across various industries.

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#drjackiemeyer #jackiemeyer

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she reinvented herself within the accounting industry. Amber also shares her unique perspective on leadership, emphasizing the distinction between technical problems and adaptive challenges.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

🔗 Connect with Amber Setter

https://www.linkedin.com/in/ambersetter

Two book references in this episode:

https://www.amazon.com/Big-Leap-Conquer-Hidden-Level/dp/0061735361/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=

https://www.amazon.com/Body-Keeps-Score-Healing-Trauma/dp/0670785938/ref=asc_df_0670785938/?tag=hyprod-20&linkCode=df0&hvadid=312142103956&hvpos=&hvnetw=g&hvrand=1724325123473366026&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9026938&hvtargid=pla-436114357585&psc=1&gclid=Cj0KCQjwncWvBhD_ARIsAEb2HW_ErjyI4-f6Po9MNLUlAJS_bxr7Y9b78Tc0mONp6HdLZr4ac-h8x2caAuGOEALw_wcB

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

🔗 Connect with Tom Zehentner

https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b

🔗 Connect with Jesse Rubenfeld

https://www.linkedin.com/in/jesserubenfeld

Sponsored by TaxPlanIQ:

https://www.taxplaniq.com

Signup for early access to TaxPlanIQ's exciting new spinoff product:

http://taxsavingsiq.com

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and adaptability. They explore shifting perceptions, tax complexities, potential regulatory changes, operational challenges, and psychedelics' mental health benefits. Naomi also discusses her advocacy efforts and the importance of regulatory clarity, concluding with insights into the implications of the cannabis industry on accounting and tax planning, stressing the necessity of professional certification.

🔗 Connect with Naomi Granger

https://www.linkedin.com/in/naomigranger

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Sponsored by Business Benefits Consultants:

https://businessbenefitsconsultants.com

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing the importance of building trusting relationships with offshore teams. Alexandra also highlights the company's commitment to providing a wide range of services, from tax preparation to bookkeeping, to meet the diverse needs of their clients.

🔗 Connect with Jackie Meyer

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Book reference:

https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X

Sponsored by Unison Globus: https://www.unisonglobus.com

Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for operational efficiency and increasing revenue, providing invaluable insights for aspiring entrepreneurs and established business owners alike.

🔗 Connect with Jackie Meyer and Julie Smith

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Julie's LinkedIn at https://www.linkedin.com/in/the-julie

Sponsored by TaxPlanIQ - https://www.taxplaniq.com

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to clients.

🔗 Connect with Jackie Meyer and Dave Lukas

Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa

Jackie on Instagram @jackiemeyerCPA

Jackie’s work at https://www.jackiemeyercpa.com

Dave's LinkedIn at https://www.linkedin.com/in/davelukas

Sponsored by TaxPlanIQ - https://www.taxplaniq.com

Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now!

Gain insights into cutting-edge accounting tools and strategies. Uncover the secrets to navigating financial statements, tax planning, and industry benchmarks. Elevate your accounting game with the Unofficial Quickbooks Accountants Podcast!

TimeStamps :

[02:09] - Hector and Alicia introduce themselves

[03:27] - Discussion starts about the podcast's early success

[05:32] - Alicia talks about training methods

[12:51] - Hector discusses how markets, people, technology evolve over time

[15:25] - Hector introduces his new conference and app

[16:53] - Discussion with Alicia begins

[18:04] - Alicia talks about changes happening with QuickBooks desktop

[20:18] - Alicia introduces her new book

[21:06] - Book helps map taxes to financial statements

[22:36] - Alicia discusses new training portal offering

[23:16] - Alicia wraps up key points at the end

🔗 Connect with Hector Garcia and Alicia Katz Pollock:

Hector's YouTube: https://www.youtube.com/hectorgarciacpa./

Alicia's Website: www.royalwise.com/

Follow their journey on social media:

Hector's Facebook: Hector Garcia CPA

Alicia's Facebook Group: Training for Quickbooks Users

Alicia's Instagram: Alicia Katz Pollock

Hector's Facebook Community: https://www.facebook.com/groups/aiforaccountants

Book Reference:

Alicia's Quickbooks Desktop https://www.amazon.com/QuickBooks-Des....

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

WATCH Tax-Strategies-for-Small-Business-with-Jackie-Meyer at https://learn.royalwise.com/visitor_catalog_class/show/1155008/

In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program.

Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client profiling? Join us for an insightful conversation that's bound to spark inspiration and growth!

Catch a glimpse of the strategies, mindset shifts, and key takeaways that can elevate your own journey as an accountant or aspiring professional. Whether you're navigating the intricacies of the industry or looking for valuable tips, this episode is packed with golden nuggets!

Ready to join the conversation? Don't miss out! Click play and soak in the wisdom shared by Mike, a seasoned CPA and attorney.

Timestamps :

[03:00]: Mention of the book "The Business Playbook."

[4:30]: Discussion on the lack of a specific playbook for the accounting profession.

[6:00]: Mention of traction and EOS (Entrepreneurial Operating System) concepts.

[8:00]: Brief discussion on the Small Firm Roadmap for law firms.

[10:30]: Comparison of pricing legal services and tax advisory services.

[12:00]: Introduction to the subscription model for tax and legal services.

[13:30]: Challenges and time taken to develop a legal subscription model.

[15:00]: Importance of real-time access for legal and tax services.

[16:30]: Integration of legal and tax services in subscriptions.

[18:00]: Utilizing a profiling approach for client categorization.

[19:30]: Moving from three-tier packaging to client profiling.

[21:00]: Defining enterprise-level clients and owner-operators.

[22:30]: Considerations and adjustments in setting service fees.

[24:00]: Advice on getting coaching for business and surrounding oneself with like-minded individuals.

[26:00]: Brief discussion on conferences and networking.

[27:00]: Importance of community and mindset in business.

[29:30]: The value of meeting people face-to-face at conferences.

[31:00]: Mention of various coaches and their impact.

[3:00]: Final thoughts on coaching, community, and mindset.

[34:00]: Closing remarks and contact information.

Book References :

The Business Playbook - https://www.thebusinessplaybook.com/.

The Small Firm Roadmap - https://lawyerist.com/book/.

Connect with Mike Payne on LinkedIn at https://www.linkedin.com/in/michaelpaynejdcpa/.

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/