Managing a Concierge CPA Firm & Desired Change for the AICPA with Jackie Meyer

CPA Review & More

Jackie Meyer runs a highly specialized concierge tax service for a small group of clients. Phil and Jackie talk about her intential focus on her clients needs as well as how she is investing into younger CPA's to further the development of their career path. They also discuss and share ways in which they think the AICPA could evolve into a greater iteration of what it is where celebrating & advocading for new CPA's would become one of their primary focuses.
Sign up for the FREE 2 week trial of Jackie's new software: taxplaniq.com