The Concierge CPA

Coaching For Accountants

Earn 18 hours of CPE credit with The Concierge CPA™!

July 2nd, 2020 — December 17th, 2020 • Thursdays at 2pm CST

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

Six Month Training Program

Each 50-Minute session is held at your scheduled time on the first three weeks of each month. That's 900 minutes of course material and execution!

Enrollment Period is Open

Act now—it's not too late! Enrollments are being accepted to join our next Mastermind Group. Next session will begin soon!

Help When You Need It

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

The Concierge CPA™ program now qualify each participate for 18 hours for CPE credit upon success completion of the course!

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 20 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 July 2nd!

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

July 2nd, 2020 — December 17th, 2020 • Thursdays at 2pm CST​

18 LIVE SESSIONS will provide you with the following DELIVERABLE items:

  • Top/Bottom analysis of your clients with full sales and strategy support from Chuck and Jackie—1 hour each outside of session.
  • KPI and PMS workbooks for you and your team(s).
  • Your own custom monthly value-priced packages based on Meyer Tax's template.
  • Functional organizational chart for your firm.
  • Annual firm calendar—planning hard and soft deadlines and unforeseen events.
  • Improve your website by finding your "why" and defining your firm's core beliefs.
  • ROI analysis and tax strategies for your current or prospective clients based on unlimited real case studies submitted by you. We do NOT teach tax strategies in session, but Jackie does discuss privately to support value pricing conversions.
  • Engagement letters, workflow templates, and all other Meyer Tax's firm templates from the sales to service processes.
  • Setting realistic goals to grow your gross revenue and bottom line.
  • Referral request script from client care calls.
  • Discovery and conclusion PPT slides and examples that are closing tens of thousands deals.
  • Updated onboarding/current client guidelines and priority system.
  • Time blocking for a structured week,
  • Personality typing clients and staff for communication success.
  • Recording video/screencast communications.
  • Access to your peers in our private Facebook group and virtual happy hours.
  • Higher confidence and accountability in your firm with double the coaches—Chuck for sales and Jackie for accounting firm development
  • Clear communication guidelines and DARBs to stop chasing anyone, anytime, anywhere.
Catherine Hartwell
Hartwell Bookkeeping Solutions
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"Would love to see more of this! One of your best webinars yet!"
Jeff Cotton
JF Shirley Inc.
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"Absolutely a great course. Thanks to Jackie and Chuck!"
Nikki Robbins
Nikki Robbins CPA
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"Wonderful ideas that will be very useful!"
Linda Sharp
Linda R Sharp CPA
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"Excellent class! I learned lots!"
Elizabeth G Destin
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"Really enjoyed this webinar. Chuck and Jackie did a great job and kept the energy high the whole hour. Definitely recommend!"

The Concierge CPA™ Mastermind Group Features:

Live Sessions
Total Minutes of Training
0 %
Customized for Accountants
  • Live Training With Up to 20 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
Additional Services Included with Every Enrollment:

Chuck Bauer's Chairside Review

Record either a live Discovery or Conclusion meeting with one of your clients and get Chuck's insights on how you can improve and streamline your presentation for maximum success. This chairside is a $550 added value!
Limit (1) Per Student.

Jackie Meyer's Brainstorming Session

Meet virtually with Jackie for :50 minutes while you brainstorm tax strategies, prepare for a client ROI analysis, and start converting clients to value pricing within the first 30 days of the course!
Limit (1) Per Student.


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 to join our next Mastermind 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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