CCA: Certified Concierge Accountant

A Certified Concierge Accountant (CCA) is a highly skilled professional specializing in personalized, high-value accounting firm services. CCAs go beyond traditional compliance work, offering strategic advice that helps clients optimize their financial outcomes and achieve their business goals. This specialized certification ensures accountants are equipped with the latest tools, strategies, and insights to provide exceptional service tailored to each client’s unique needs.

The CCA Difference

CCAs are trained to:

  • Provide proactive, personalized tax planning and advisory services.
  • Offer white glove packages and offerings to their clients.
  • Deliver a higher level of client engagement and satisfaction.
  • Utilize cutting-edge technology to streamline and enhance service delivery, including our very own SaaS software TaxPlanIQ.
Chuck Bauer
Jackie Meyer

Training by Chuck and Jackie

Chuck Bauer and Jackie Meyer, leaders in the field of tax advisory, have trained hundreds of accountants in these advanced concepts. Their comprehensive training programs focus on practical strategies and real-world applications to ensure that CCAs can deliver exceptional service and significant value to their clients.

Why Choose a CCA?

Choosing a CCA means working with a professional dedicated to maximizing your financial well-being through tailored tax strategies and proactive planning. As specialists in tax planning, CCAs can offer insights and solutions that generalist accountants might miss.

For more information about why you should consider a CCA in the accounting world, visit this Forbes article.

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You may also find out more about Chuck and below.