9.7/10
Customer Satisfaction Rate
110+
Training Topics
246
Coaching students
300%+ Avg
ROI
100%
Passion & Purpose
Prefer Group Coaching?
CCA program: Certified Concierge Accountant
Provides top Accounting Firm Best Practices with co/coaches Chuck Bauer and Jackie Meyer, CPA.
Submit an application or join the waitlist for our next 6 month mastermind with 15 of your (new best friend) peers. Focusing on the top best practices for any accounting firm to level up. The website lists the exact 18 topics from time mastery to boundaries and communication guidelines with clients, ending with the entire potential client onboarding process to master discovery/conclusion meetings and their onboarding experience. The application is at yourcca.com and it does provide 18 hours of CPE.
CCTA program: Certified Concierge Tax Advisor
Jackie Meyer, CPA and Veronica Herrera, CPA coach firm owners and key players on adding Tax Advisory Services to their firm.
Submit an application or join the waitlist.
Topics Include:
-Technical strategies
-Value Pricing
-The ROI Method(tm)
-Workflow Processes