The Concierge CPA

Coaching For Accountants

May 7th, 2020 — October 15th, 2020   •   Thursdays at 1pm 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 1pm CST on the first three Thursdays 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 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
Thursdays at 1pm CST

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!"

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
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 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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