A Whole New Way To Experience Professional Coaching for Accountants

Our average student typically sees a 200%+ ROI in their investment in our LIVE training program within 1-2 months of beginning the course!

OUR CURRENT GROUP'S SCHEDULE

Advanced GPT4 Training
Tax Technical Case Studies via TaxPlanIQ
Value Pricing Blueprints
Increasing Fees 3X Via Planning & Advisory
Advance Time Blocking That Promotes HIGH Efficiency
Efficient Client Communication Via Protocol & Codes
Enforcement of Specific Client DEADLINES
Utilization of Staff & Client ONBOARDING Guidelines
Confidence via Situational Presenting
Three Package Offerings
Discovery / Conclusion Strategies
Actual Student / Peer Presentation Examples
Specific Onboarding & Enforcement of Client BOUNDARIES
STOP CHASING / START Taking More Time Off
Weekly Homework & Cloud Based Forever Communication

JOIN OUR NEXT MASTERMIND

CCA “V” Team starts on February 1st.
We meet on the first 3 Thursdays of the month from 1:00 PM - 2:00 PM CST. We do not meet in the 4th or 5th week of the month.
18 Sessions for a total of 900 Minutes of High-Level Coaching with Jackie and Chuck.
Inclusion into the CCA cloud and 24/7/365 access to ALL materials and recordings.
During onboarding, you will be sent a calendar link to all 18 sessions – we use the same Zoom link for ALL of your sessions.

WHO ARE OUR COACHES?

Chuck Bauer

CEO of Chuck Bauer Business Development & Efficiency Coach, Certified Concierge Accountant

Chuck Bauer delivers high-impact seminars and training programs to sales teams, managers, and business owners looking to Work Smarter, Make More Money, and Take More Quality Time Off. He has worked with dozens of C-Level Executives and hundreds of business owners to streamline their operations globally online and in-person. Company leaders who work with Chuck skyrocket their revenue and enjoy an overall better work-life balance.

Chuck’s Accomplishments:

Jackie Meyer, CPA

Doctoral Candidate, Founder of TaxPlanIQ, Certified Concierge Tax Accountant

Jackie Meyer established Meyer Tax Consulting, a renowned CPA firm. Currently, she leads TaxPlanIQ, an award-winning SaaS Tax Advisory Platform. As a Coach, Jackie offers valuable insights to revive accounting firms. Her approach, grounded in The ROI Method™, aligns pricing with client value and combats burnout caused by workaholic tendencies. Through her Facebook community, “Accounting Firm Influencers,” Jackie promotes the well-being of accountants, ensuring a promising future for the profession.

Jackie’s Accomplishments:

Greg O'Brien

Founder, GoCPAs
Boston, MA

The CCA program has been a staple in our business for the past 3+ years. The network that has been created through CCA has limitless value and I have a support system in Chuck, Jackie and the other members that can always be relied upon. Using the proven tactics and techniques, we have grown top line revenues 4X over this time period, built a systematic business and created life long friendships along the way. As someone who used to have the "I'll do it myself motto", I can't describe how beneficial coaching can be for firms of any size. The investment not only led to an immediate ROI, but continues to pay dividends well into the future.

Kevin Smoot, EA

Owner, AccountAbility Inc
Clarksburg, MD

I closed three clients recently—two of them at 5x my normal rate. The craziest part was, during my presentation of pointing out two key mistakes made on their return (out of the ten I had listed), they said 'Sold. Take my money.' The fear of losing clients because of increased fees is gone thanks to Jackie and Chuck.

Hope St Clair CPA, CCA

Founder,Cherokee CPA Services
Canton, GA

CCA gave me the accountability I needed to implement current projects and also gave me new ideas to make even stronger presentations to clients.

Karuna Kanani, CPA, MS/TAX

Founder, KB Tax Deviser CPAs
Center Valley, PA

The last year was a big turnaround for us. We achieved so much in such a short period of time—going from almost nothing to nearly $750K+ in sales! All coaching, guidance, and tools provided to us during our CCA coaching sessions were exceptional. This success would not have been possible without such support and guidance.

Kendall Broda, CPA, CTC

Owner, Taxes by the Sea
Oceanside, CA

What I gained most is confidence—and potential clients can see it. Clients now see how we can propel their financial success with the value and skills we provide. I LOVE Coach Jackie and Coach Chuck! Their methods are repeatable and can be adapted to a small, large, or scaling business.

Michelle Leuvane

Owner of Synergy CPA Group
Centennial, CO

After completing the Certified Concierge Accountant Mastermind, I have over 500% in Return on Investment. There are so many nuggets in this program. I have changed every aspect of my business. I am more efficient, and my staff is also pleased with our increased communication. The priority codes are a game changer, and not just for staff. We are continuing to implement what we learned in this program, and we will finish this year by being a stronger, better firm, and focusing more on our clients. Win-win.

We are members of PASBA.org

THE PROFESSIONAL ASSOCIATION OF SMALL BUSINESS ACCOUNTANTS

BUILDING WEALTH, TRANSFORMING LIVES

All PASBA members receive a gift when joining CCA.

Still have questions?

If you’re not ready to invest yet, schedule a call with Chuck to get all your questions answered.

Do you know an accountant that wants to succeed but can't seem to find the formula?

Referring them to CCA might be the best gift you could ever give.

All graduates or students from the current group will receive a $1000 referral fee when a referral signs up.

PASBA Members Save 15% as Our Gift