Coaching for Accountants. Leap from Good to Great!
Join this EXCLUSIVE program with Master Coaches Chuck Bauer and Jackie Meyer and up to 15 Qualified CPAs from all over the world. Collaborate and learn proven techniques to improve efficiencies. Our average student receives a 300%+ ROI in their investment in our program, within 1-2 months of beginning the course!
FALL / WINTER 2019
September 5th, 2019 — February 20th, 2020
Thursdays at Noon CT
18 Sessions, 50 Minutes Each
900 Total Minutes of Interactive Course Material and Execution!
MONEY BACK GUARANTEE
If you are not blown away with the pre-work & the actual first Concierge CPA Mastermind Group Session, we’ll give you a full refund!
Enrollment Open to only QUALIFIED CPAs / EAs / LICENSED TAX PROFESSIONALS.
Topics Cover a Variety of Real CPA Challenges Including:
- Value Pricing Templates & Niche Analysis
- Firm Revenue & Client Analysis For A+ Clients
- Converting Existing Clients To Monthly Packages
- Engagement Letters, Tax Workflows, & Client Communications
- Having Structured Days & Weeks for ALL Staff
- Prioritization System & Communication Protocol
- Utilizing Deadlines both Internally & Externally
- Onboarding Guidelines for New Staff & Clients
- Advanced Outlook & Google Mail Tactical Approaches
- Top Firm Staff Interviewing Tactics
- Best Ever KPI Formula
- Best Practices in LEADERSHIP
- Utilizing a Cloud for Both Int. & Ext. Communication
- Marketing Yourself SHAMELESSLY to Prospects
- #1 CPA/EA Prospect Referral Tactic
- Utilization of Video & Screencasting for Int. & Ext. Uses
- Real Life Challenges & Business Solutions
- Insider Tips that Made Jackie 40 Under 40 from CPA Advisor
Each of the weekly sessions will feature a specific topic that will be trained upon for 25 Minutes. The back end 25 minutes will be devoted to teaching you how to implement the procedures. Student emergencies will be addressed outside of session via the Bauer Cloud.
This MasterMind Group Features:
- Six-Month Group Training Program
- Cutting-Edge Tactics & Real-Life Examples
- Sessions Held On First Three Weeks Of Each Month
- Same Day & Time Throughout The Six Months
- 100% Customized To Your CPA/Accounting Industry!
- Specific Homework Given & Monitored Between Sessions
- Sessions Coached by Chuck Bauer and Jackie Meyer
- 18 :50 Minute Real-Time HD Recorded Sessions
- 900 Total Minutes Of Training Time
- Download & Watch Recordings Whenever & Wherever!
- Completely Secure Sessions Password Protected
- Open to ALL Qualified CPAs / EAs / LICENSED TAX PROFESSIONALS
Vice President, Bryant & Associates, P.C.
Owner, Sarah Berry, CPA, PLLC
Learn About Your Coaches
About Chuck Bauer
President and Founder of Chuck Bauer Sales & Business Training
In the mid-Eighties and Nineties, Chuck Bauer excelled as a sales professional, training and sales advisory expert, professional development speaker, and Vice President of sales for a merger and acquisition company. Responding to increasing requests from clients and associates, Chuck left his position at the merger and acquisition company to devote all of his considerable energy, experience, and passion to his life’s purpose: increasing the sales figures for every one of his clients, be they individuals, small businesses, or large corporations.
During the past three decades, Chuck Bauer has personally coached over 50 C-Level Executives and thousands of individual business owners, salespeople, and companies.
Starting in 2012, Chuck has worked with approximately ninety CPAs and accountants in individual coaching and sixteen PASBA MasterMind groups. He has also been their keynote speaker twice for PASBA conferences, which has never happened before in the history of PASBA. Through his analytical expertise of industry needs and constant in-field learning of new sales, business, and time efficiencies, he is able to help his CPA and accounting clients grow their businesses, make more money, and take more quality time off.
State: Proud Participant: ProTax Customer
Council for Intuit Inc., 2016-2017
Certified Public Accountant
in the state of Texas (#94301)
Member of American Institute of CPAs
and Texas Institute of CPAs
Now Adopt Inc Board Member
GRACE Grapevine Auction Committee Volunteer
Former Chamber of Commerce Finance
About Jackie Meyer, CPA, CTC, MSA
President and Founder of Meyer Tax Consulting LLC
Jackie Meyer, CEO and founder of Meyer Tax and TheConciergeCPA.com coaching program for accountants, gives an ROI to executive clientele via tax planning strategies and efficiencies. Her virtual team of 7 spans from Texas to Hawaii using 100% virtual workflows. She is a top rated speaker and influencer in the accounting industry with over 2K Accounting Firm Influencers followers on Facebook alone, while also being a proud participant of Intuit Tax Council 2016-2019, member of Intuit TWN, 40 under 40 CPA Advisor winner Fall of 2018, and nominated for 2019 AICTC member of the year.