The Concierge CPA

Coaching For Accountants

Program Starts First Week in May – Concludes Third Week in October
Sesssion Time TBD.

Enroll NOW and get started early with full onboarding privileges and immediate access to Chuck and Jackie with any major challenges you may have!

May 7th, 2020 — October 15th, 2020   •   Session Time TBD

May 7th — October 15th
Session Time TBD

Six Month Training Program

Each 50-Minute session is held on the first three days of each month over six months. That's 900 minutes of course material and execution!

Enrollment Period is Open

Act now—it's not too late! Enrollments are being accepted until May 5th, 2020 to join our Summer group.

Help When You Need It

To ensure your success, this program includes FREE 24/7 Assistance through our Help Desk and Training Cloud platforms.

Make the leap from good to GREAT! Through the expert guidance of Sales & Business Coach Chuck Bauer and CTC Firm of the Year Winner Jackie Meyer, join up to 15 qualified CPAs worldwide as you collaborate and learn proven techniques to improve your firm’s efficiencies and solves challenges exclusive to the accounting industry.

Our average student receives a 200%+ ROI in their investment in our program, within 1-2 months of beginning the course!

Enroll today!

Our Next Session Series Begins May 7th, 2020

ENROLL NOW and Get Immediate Access to Chuck and Jackie with Your Full Onboarding into the Course!

Our Summer Session is Scheduled For:
May 7th, 2020 — October 15th, 2020
Session Time TBD

Topics Cover a Variety of Real CPA Challenges

  • Value Pricing Templates & Niche Analysis
  • Firm Revenue & Client Analysis For A+ Clients
  • Convert Existing Clients to Monthly Packages
  • Engagement Letters, 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
  • Learn the Best-Ever KPI Formula for Maximum Efficiency
  • Utilizing Cloud Communication Both Internally & Externally
  • Marketing Yourself SHAMELESSLY to Prospects
  • Learn Our #1 CPA/EA Prospect Referral Tactic
  • Utilizing Video & Screencasting Internally & Externally
  • Business Solutions Real Life Accounting Challenges
  • Insider Tips that Made Jackie 40 Under 40 from CPA Advisor


The Concierge CPA Mastermind Group Features:

Live Sessions
Total Minutes of Training
0 %
Customized for Accountants
  • Live Training With Up to 15 Qualified CPAs Wordwide
  • Cutting-Edge Tactics & Real-Life Examples
  • Sessions Held On First 3 Weeks Of Each Month
  • Same Day & Time Throughout The Six Months
  • Personally Coached by Chuck Bauer and Jackie Meyer
  • Specific Homework Given & Monitored Between Sessions

Experience Our Proven Success Record Yourself!

To ensure extraordinary success for every member in our Mastermind Group, each student must first qualify for their position. Get started by filling out the form below for your FREE consultation. If you have already qualified, click here to complete your enrollment in The Concierge CPA today.

Request Your FREE Consultation

Enrollment Period Is Open

Act now—it's not too late! Enrollments are being accepted until May 5th, 2020 to join our Summer group.

Know Your Coaches

Coach Chuck Bauer
President and Founder of Chuck Bauer Sales & Business Training

Jackie Meyer, CPA, CTC, MSA
President and Founder of Meyer Tax Consulting LLC​

Build Your Accounting Firm Even After Sessions End

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