here’s what you’re looking for: jackie meyer

growth strategies

how your tech stack fuels your growth

key components and how to optimize them.

by jackie meyer

we have discussed how solid systems and processes can streamline your operations and boost efficiency. now, it’s time to delve into the specific technologies and software that can truly transform your advisory practice and propel your growth. we’re going to talk about building your tech stack – the collection of tools that work together to support and automate your workflows.

more by jackie meyer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

embracing the right technology can elevate your one-person or small firm into a powerhouse that feels much larger. when done right, tech removes drudgery, reduces errors and creates a client experience that’s smooth and modern. on the flip side, ignoring tech or using outdated tools can hold you back, limit your growth and eat away at your time. let’s make sure that doesn’t happen!
read more →

featured video

pogosian: what advisors miss in risk management | the concierge cpa

a former irs agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 go pro – get more! go pro!  see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
get free gits, exclusive access, and more! get more! go pro! 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the concierge cpa hosts a deep dive into captive insurance planning this week, as host dr. jackie meyer, cpa, and guest vardan pogosian, cpa, unpack both the risk-management foundations and tax-planning implications of small captive insurance companies. the episode clarifies a strategy that many tax professionals find complex or intimidating, with actionable guidance on identifying suitable clients and avoiding compliance risks.

more jackie meyer

captive insurance — typically formed under internal revenue code section 831(b) — allows businesses to establish their own insurance company to cover risks that may be difficult or costly to insure through commercial carriers. under the provision, small qualifying captives can elect alternative tax treatment, in which premiums paid into the captive are tax-deductible to the operating business but not immediately recognized as income by the captive. tax is generally deferred until the captive is dissolved, at which point capital gains tax applies.

read more →

featured video

dyo: it’s not a loophole; it’s a missed opportunity | the concierge cpa

charitable gift financing has been irs-validated for decades, yet many still avoid it.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 go pro – get more! go pro!  see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
get free gits, exclusive access, and more! get more! go pro! 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in this episode of the concierge cpa podcast, host dr. jackie meyer, cpa, puts a spotlight on a charitable tax strategy that sounds suspiciously modern — yet has been sitting in the tax code since 1978.

the strategy is called charitable gift financing, and, according to meyer’s guest, aleksander dyo, founder and managing director of wealth excel, it remains largely invisible to many accountants despite decades of irs validation.

more jackie meyer

dyo frames the idea with a blunt comparison: americans finance homes, cars, equipment — even vacations. so why not charitable giving?

charitable gift financing allows high-income taxpayers to make significant philanthropic contributions by combining personal funds with borrowed capital, while claiming a charitable deduction for the full amount transferred to charity in the year of the gift.

this isn’t a loophole or a creative interpretation, dyo says. it’s rooted in long-standing irs guidance on the deductibility of charitable contributions made with borrowed funds, provided the funds are transferred to the charity in the same tax year.

in practice, that timing is everything.

read more →

growth strategies

make processes your superpower

woman drawing flowchart on a blackboard

priority codes, onboarding and more ways to standardize your operations.

by jackie meyer

systems and processes are the unsung heroes of any successful business. they bring order to chaos, ensure consistency and free up your time to focus on high-value activities.

more: maximize impact with tiered service packages | eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

why systems and processes matter

first, you must build the foundation for a thriving advisory practice, define your vision, identify your ideal client, implement value-based pricing with the roi method, and explore the power of tiered service packages. then, you can focus on the backbone of a scalable practice: systems and processes.
read more →

growth strategies

maximize impact with tiered service packages

illustration of three tiers of service offeringwhat are your competitive advantages?

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
read more →