Run Your Accounting Firm At Optimum Efficiency!

  • WORK AT YOUR OWN PACE
  • STAY ACCOUNTABLE
  • INTERACT WITH YOUR PEERS

Change how your business operates from every angle so you spin your wheels less, increase revenue, and enjoy life more—all from any internet-capable device.

Enroll in This Program

Certified Concierge Accountant Self-Study Access
A Monthly Self-Study Online Training Course for Accountants

Earn Up to 18 Hours of Qualified CPE Credit. Sponsored by CPAAcademy.org

Self-Guided to Learn At Your Own Pace

Monthly Live Q & A with Your Peers

3 Recorded Video Lessons Each Month

Certified Concierge Accountant Alumni Access

The perfect self-study course for tax firm owners and leaders who want more out of their business and their lives.

Increase your bottom line and stop getting left behind by your competition! This program allows you to work at your own pace while still holding you accountable for implementation. You will receive access to three pre-recorded video lessons each month as well as an invitation to a MONTHLY LIVE Q & A with Chuck, Jackie, and your peers!

Your primary resource for tax firm leadership development, the Certified Concierge Accountant and its coaching programs are designed exclusively for accountants is generating exponential year-over-year net revenue increases by transforming accounting firms, one leader at a time.
Will your firm be next
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.
Greg O'Brien, CPA
Greg O'Brien, CPAFounder, GoCPAs
Boston MA
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.
Michelle Leuvane
Michelle LeuvaneOwner of Synergy CPA Group
Centennial CO
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.
Taruna Kanani, CPA, MS/TAX
Taruna Kanani, CPA, MS/TAXFounder, KB Tax Deviser CPAs
Center Valley PA
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Enroll In This Program

Certified Concierge Accountants
have clear competitive advantages to automate and optimize their accounting firms!

OUR CURRENT GROUP'S SCHEDULE

  • Advanced GPT4 Training
  • Time blocking for accountants - starting with one hour per week on our homework
  • Universal priority codes to eliminate chasing clients
  • Deadlines that actually work
  • Client care calls to solidify your relationships and get the referrals you want
  • Repeatable videos and communication to save hundreds of hours per year
  • Your value pricing blueprint to 3X fees (and client satisfaction!) via tax planning or other advisory services
  • Tax technical case studies in TaxPlanIQ, a revolutionary SaaS platform to automate your tax planning practice (with extended trial access)
  • Situational selling to gain confidence
  • Personality styles that simplify working with your staff and/or clients
  • Converting to packaged offerings at your firm, to eliminate A/R and confusion
  • Optimizing discovery meetings
  • Closing meetings that sell themselves
  • Automating your entire client sales and onboarding process
  • Client guidelines that solidify boundaries
  • Check-ins on homework, emergent challenge discussions, and celebrating your wins
  • Chairside review of a student's client presentation
  • Additional hands-on and real-life examples of your peers to gain confidence in yourself
  • A course close out, recap, and invitation to future exclusive events and parties
  • Course topics may be changed/customized for a group at our discretion.

What exactly will I get with Accounting Firm Coaching?

Growth as an Accounting Firm Owner & Influencer

Become the tax firm leader and accounting influencer you are meant to be. Invest in yourself to increase your actual value, instead of being chained to an hourly billable rate.

Templates & Case Studies Galore

Tax Planning Engagement letters, tax workflow templates, ROI trackers, access to taxplaniq.com software, and any other templates Chuck Bauer and Meyer Tax have custom created from the sales to service processes at accounting firms. We invented the wheel for firm owners, so you spend less than two hours a week in session and implementing!

Re-ignite Your Passion for Taxes

Set realistic goals to grow your gross revenue and bottom line, to spend the most time doing what you love-whether that's work or vacation!

Confidence & Accountability

Finally stop overthinking and start doing what CPA's and EA's need.

Friendships

Access to your peers and your two coaches Jackie & Chuck, in our private Facebook group, online portal, meet-ups, and virtual happy hours.

No Fluff

We get real, real fast. We provide real results as experts in accounting firm best practices and tax firm hacks. This isn't counseling, it's accounting firm coaching and consulting.

ROI Coaching

Average students report over 200% ROI in our course within the first two months from upselling existing clients. By the end of six months, many see 500% tangible sales increases and unmeasurable intangible results.

What exactly will I get with Accounting Firm Coaching?

Growth as an Accounting Firm Owner & Influencer

Become the tax firm leader and accounting influencer you are meant to be. Invest in yourself to increase your actual value, instead of being chained to an hourly billable rate.

ROI Coaching

Average students report over 200% ROI in our course within the first two months from upselling existing clients. By the end of six months, many see 500% tangible sales increases and unmeasurable intangible results.

Re-ignite Your Passion for Taxes

Set realistic goals to grow your gross revenue and bottom line, to spend the most time doing what you love-whether that's work or vacation!

Friendships

Access to your peers and your two coaches Jackie & Chuck, in our private Facebook group, online portal, meet-ups, and virtual happy hours.

Templates & Case Studies Galore

Tax Planning Engagement letters, tax workflow templates, ROI trackers, access to taxplaniq.com software, and any other templates Chuck Bauer and Meyer Tax have custom created from the sales to service processes at accounting firms. We invented the wheel for firm owners, so you spend less than two hours a week in session and implementing!

Confidence & Accountability

Finally stop overthinking and start doing what CPA's and EA's need.

No Fluff

We get real, real fast. We provide real results as experts in accounting firm best practices and tax firm hacks. This isn't counseling, it's accounting firm coaching and consulting.

Certified Concierge Accountant Self-Study Access

$800

EVERY MONTH

Enroll in This Program

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