Content Provider
Meyertax logo3
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Public Accounting Hot Topics

PUBLIC ACCOUNTING HOT TOPICS

Cost $12.50
Presentation Length 1.0 hour

Recorded DateAugust 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Join Jackie Meyer, award-winning firm owner & TheConciergeCPA.com coach, with guest speakers along the way, in discussing the latest hot topic issues for public accountants. 2020 is full of them! PPP, COVID-19 tax planning, IRS issues, value pricing, virtual best practices, fun new tax strategies. Earn an hour CPE while interfacing with other accountants and a passionate presenter to take your firm to the next level.

Learning Objectives:


  • Stay up to speed on the latest hot topics in public accounting firms

  • Address your pressing questions on pricing new engagements or tax technical issues

  • Learn about setting boundaries with your staff and clients for improved efficiencies

  • Gain confidence you have the latest practice management too

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Meyertax logo3

Jackie Meyer has been recognized as a 40 under 40 honoree since 2018. Having founded an award-winning CPA firm Meyer Tax Consulting from 2010 to 2022, she is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform selected for the AICPA 2023 Accelerator Cohort. She is also a Coach of the Certified Concierge Accountant Mastermind and Certified Concierge Tax Accountant.

These experiences uniquely position Jackie to provide insights and best practices that can help transform accounting firms. Her approach, grounded in The ROI Method(TM), focuses on changing pricing modules to align better with client value and addressing cultural and workaholic tendencies that can lead to burnout and turnover, offering transformational solutions to help firms thrive in the face of challenges.

She leads a vibrant Facebook community of "Accounting Firm Influencers" who continue these discussions daily, sharing ideas and driving change in the profession. Jackie aims to promote better health, wealth, and relationships for accountants. With her leadership and expertise, the future of the accounting profession is bound to be bright and full of opportunities.

 

Linkedin

Chuck Bauer

Chuck Bauer
Owner, Sales / Business Coach
chuck@chuckbauer.com

Chuckbauer logo

Work smarter. Make more money. Take more time off. These are the guiding principles behind Chuck Bauer’s transformational keynote speeches and seminars, grounded by three decades of experience as a proven motivational speaker and professional sales and business coach.
 
Chuck’s no-nonsense approach and tell-it-like-it-is style immediately connects as he breaks down traditional thinking that keeps people anchored in the past. Attendees leave energized and armed with actionable tactics to face current challenges in their business. 
 
Chuck’s insights come from observing live sales calls and business operations through his work as a professional sales and business coach. His clients, including sales professionals, business owners and C-level executives, will tell you time and time again that Chuck’s tactics have saved deals, streamlined operations and skyrocketed revenue. 
 
Chuck has extensive experience with the unique challenges facing small and medium sized CPA & Accounting Firms. Through his partnership with the Professional Association of Small Business Accountants, Chuck has directly coached more than 80 firm owners on their practice management and sales efforts. Through his counsel, Chuck has helped generate exponential year over year net revenue increases for his clients. 
 
A published author with Wiley Publishing, Chuck's work has been featured in numerous business and sales-related magazines, social media platforms and websites. He is a member of the National Speakers Association, helping audiences across the country take steps forward to move past business obstacles. Chuck also maintains a thriving virtual consulting practice, completing more than 40,000 minutes of training each year with his global client base.
 
Leverage Chuck Bauer’s experience to get instant results for your business, sales team or company.

About Our Presenter

Meyertax logo3
Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.