Best Chris Farrell Cpa Podcasts (2025)

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67 - Scaling Smart: Matt Tait on Building a Firm With People, Process, and Profit 52:27

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26d ago52:27

52:27

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows …

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66 - How to Save $8 Million in Estate Taxes with One Strategic Move (Before 2026) 52:00

1M ago52:00

52:00

In this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. They explore the dynamics of unexpected estate tax bills and provide practical example…

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65 - Retirement Plans Aren’t Just for Retirement: How to Use Solo 401(k)s to Build Net Worth & Save on Taxes 42:32

3M ago42:32

42:32

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer discusses recent tax news and insights with David Podell, Founder of Business Benefits Consultants. They explore the implications of the IRS's expansion of the free file program, the impact of smaller tax refunds on clients, and the hiring of new auditors. The conversation shifts to ret…

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64 - How to Set Boundaries, Avoid Burnout, and Actually Enjoy Busy Season 39:06

3M ago39:06

39:06

In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory serv…

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63 - The Tribal Tax Credit: What Every Advisor Needs to Know Before Recommending It 39:29

3M ago39:29

39:29

In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. They discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming the credits, and…

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62 - Captive Insurance: Navigating the 831(b) "Secret" Tax Strategy with Trump Back in Office 58:55

3M ago58:55

58:55

In this episode, Dr. Jackie Meyer and Van Carlson, CEO of SRA 831(b) Admin, discuss the complexities of risk management and the role of 831B captive insurance in modern business. They explore the evolution of risk since the introduction of the 831B tax code, the challenges posed by IRS regulations, and the importance of understanding unique busines…

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61 - Future-Proof Your Taxes with a LIRP: The Secret to Tax-Free Wealth with Dave Spence 46:28

5M ago46:28

46:28

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Dave Spence, founder of Tax-Free Tutors. They dive into advanced tax strategies, including the Life Insurance Retirement Plan (LIRP), and discuss how to create scalable accounting practices. Learn about overcoming industry challenges, identifying red flags in partnerships, an…

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60 - How to Scale an Accounting Firm with Divakar Vijayasarathy of DVS Advisory Group 52:47

5M ago52:47

52:47

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer interviews Divakar Vijayasarathy, CEO and founder of DVS Advisory Group. Divakar shares his inspiring journey from humble beginnings to leading a global firm, offering insights into overcoming challenges in accounting, building scalable practices, and fostering innovation. Learn how to …

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59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ) 48:13

5M ago48:13

48:13

In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insig…

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58 - Revolutionizing Accounting: AI, Workflow Solutions, and the Future with Chris Farrell 48:34

5M ago48:34

48:34

In this episode of The Concierge CPA Podcast, Dr. Jackie Meyer sits down with Chris Farrell, CEO of Liscio, to explore the future of accounting practices. They discuss how AI and digital transformation are reshaping workflows, enhancing client communication, and streamlining operations. Chris shares insights into the importance of secure client por…

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57 - How Collaboration Multiples Success: Anton Anderson's Blueprint for Advisors and VFO’s 47:55

7M ago47:55

47:55

In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical st…

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56 - How to Benchmark Better for Advisors 42:54

7M ago42:54

42:54

Join Jackie Meyer as she interviews Susan Bell, co-founder of Vertical IQ, to uncover how this industry research platform empowers advisors and firms to stand out through detailed benchmarking data, cash flow insights, and industry-specific guidance. Learn how Vertical IQ’s trusted advisor model, along with its integrations and customizable data, c…

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55 - Maximize retirement with this low risk, high benefit tax strategy for entrepreneurs w/Jennifer Baker 34:54

8M ago34:54

34:54

In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Plann…

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54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer 42:13

8M ago42:13

42:13

1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in 4:35 There are certain states that don't necessarily recogniz…

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53 - How To Go Global with Nick Sinclair of TOA 40:46

9M ago40:46

40:46

4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it. 10:21 With outsourced functions, what …

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52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual 49:37

9M ago49:37

49:37

2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it? 7:18 You said you fell in love with…

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51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ 48:07

9M ago48:07

48:07

Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using …

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50 - How To Publish a Book in 6 Weeks With Paul G. McManus | Sponsored by TaxPlanIQ 56:18

10M ago56:18

56:18

In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professi…

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49 - Lessons from Gaynor Hardy's Marketing Journey 44:22

12M ago44:22

44:22

Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey f…

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48 - Alton Bell: His Family's Success Story in Entrepreneurship and Accounting Firm Growth 48:37

1y ago48:37

48:37

In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on provi…

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47 - The Evolution of Amber Setter: A Story of Transformation and Leadership 48:03

1y ago48:03

48:03

Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she …

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46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse Rubenfeld 50:18

1y ago50:18

50:18

Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an e…

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45 - The Growing Field of Cannabis Accounting: Challenges, Opportunities, and Advocacy 45:21

1y ago45:21

45:21

In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and ada…

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44 - Diverse Services, Trusted Relationships: Alexandra Constance on Unison Globus' Commitment 42:04

1y ago42:04

42:04

On this new episode of The Concierge CPA, Alexandra Constance discusses her role at Unison Globus, an outsourced provider of accounting services. In this insightful conversation, she shares her unique journey into the company through her familial ties and vision for its growth. She discusses the challenges and advantages of offshoring, emphasizing …

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43 - Strategies for Success: Julie Smith's Tips for Operational Efficiency and Revenue Growth 51:48

1y ago51:48

51:48

Today on the Concierge CPA Podcast, Julie Smith shares her experiences in corporate America, her transition to entrepreneurship, and the growth of her CPA firm. Additionally, she discusses the conception of her podcast, 'Empowering Entrepreneurs', and her mission to build a supportive community for business owners. Julie reveals strategies for oper…

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42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas 41:56

1+ y ago41:56

41:56

Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to c…

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41 - Charting the Future: The Unofficial QuickBooks Accountants feat. Hector and Alicia" 51:11

1+ y ago51:11

51:11

Join us in exploring the Unofficial Quickbooks Accountants Podcast with incredible insights from Alicia Katz Pollock & Hector Garcia. Don't miss the exclusive sneak peek into Right Tool App, AI integration, and the future of accounting. Ready to level up your skills? Dive into the full conversation now! Gain insights into cutting-edge accounting to…

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40 - Mastering the CPA Game with Mike Payne 42:17

1+ y ago42:17

42:17

In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program. Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practi…

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39 - A Deep Dive into Defined Benefit Plans with Financial Guru David Podell 46:01

1+ y ago46:01

46:01

In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience. Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable. Explore real-life ca…

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38 - Pricing With Purpose with Geraldine Carter 44:18

1+ y ago44:18

44:18

In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfactio…

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37 - Bottoms Up - Raising the Bar With Seth David 47:27

1+ y ago47:27

47:27

In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and the realization that hitting rock bottom isn't a prerequisite for recovery. Seth'…

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36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig 44:09

1+ y ago44:09

44:09

Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference. Our discussion goes deep as we dive into pressing issues in the acco…

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35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb 58:39

1+ y ago58:39

58:39

Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real …

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34 - Bridging the Gap with Tri-Merit's Randy Crabtree 38:06

1+ y ago38:06

38:06

Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics. We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the a…

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33 - Accounting Highs and Lows With Visionary Scott Scarano 37:16

1+ y ago37:16

37:16

I'm thrilled to have the incredible Scott Scarano as our guest. Get ready for a captivating conversation that covers a wide range of topics. Scott opens up about the fascinating world of accountants with extraordinary passions like rap and dance. It's not your typical accounting discussion, and that's what makes it so intriguing! We explore the ide…

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32 - The AI Thinktank with Randy Johnston and Brian Tankersley 47:55

1+ y ago47:55

47:55

Today we have two incredibly knowledgeable guests joining us: Randy Johnston and Brian Tankersley. We've got an AI and quantum computing feast in store for you today, specifically tailored for the accounting aficionados out there. We kick things off by delving deep into the world of AI and quantum computing within the accounting realm. Trust me, th…

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31 - A Journey Of Faith in Finance with Keith Conley 53:49

1+ y ago53:49

53:49

We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling. Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Fi…

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30 - How to Hire a Tax Planner 32:13

2y ago32:13

32:13

I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss. I open up about my journey as the mastermind behind the Concierge Acco…

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29 - The Secret Behind the Top 1% Accounting Firms 47:58

2y ago47:58

47:58

Get ready to dive headfirst into the world of the top 1% of accounting firms. Our journey starts with decoding what it truly means to be in the top 1%, those exclusive ranks of accounting excellence that everyone talks about but few truly grasp. Chuck, the wizard of coaching, shares his unparalleled experience, showing us how he's taken struggling …

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28 - Don't Drop Your Balls: The Art of Prioritization 31:43

2y ago31:43

31:43

In this episode, we dive deep into a topic that hits close to home for many of us: avoiding burnout at work. Believe me, I've been there! But fear not, because I've got some invaluable insights to share with you. The key to mastering the elusive work-life balance is all about setting priorities, managing urgent tasks, and making sure they don't bec…

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27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith 56:39

2y ago56:39

56:39

I'm back with an expert-packed panel to explore the intersection of technology and the accounting industry. In this episode, the panel discusses various topics centering on AI and the emergence of ChatGPT. We dive into the importance of gender-neutral pronouns in the tech space to foster inclusivity and diversity in accounting. We evaluate the accu…

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26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats 1:01:05

2y ago1:01:05

1:01:05

In this episode, our panel of experts delves, once again, into the exciting realm of artificial intelligence (AI) and its impact on accounting. We begin by discussing the key factors to consider in order to leverage AI effectively in the industry. The panel shares strategic insights and considerations for maximizing the potential of AI in accountin…

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25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler 43:59

2y ago43:59

43:59

I am thrilled to have Crystal Wampler as my guest today. Together, we dive into captivating topics at the intersection of cryptocurrency and the cannabis industry, providing valuable insights into these dynamic fields. Web 3 takes center stage in our conversation, as Crystal and I delve into its meaning and operations. We unpack the transformative …

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24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein 56:11

2y ago56:11

56:11

I'm joined by a panel of experts to dive into the pressing issues accountants face with the integration of artificial intelligence (AI) in our profession. Together, we explore why AI is such a crucial concern for accountants and emphasize that it should be viewed as a tool in our tool belt, rather than a static concept. During our discussion, we de…

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23 - Being Present with Mariette Martinez and Misty Megia 50:42

2y ago50:42

50:42

Your host, Jackie Meyer, talks with IRS Enrolled Agent Mariette Martinez and the CEO and Creative Director of the Theatre of Public Speaking, Misty Megia. Mariette is a small business advisor and public educator helping Entrepreneurs thrive by sharing the importance of small business financial management and leveraging technology to improve their p…

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22 - The Journey to Tax Accounting Services with Platinum Book Keeper's Tania Santos 41:48

2y ago41:48

41:48

Your host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most. To …

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21 - The Credit Guy with Tri-Merit's Randy Crabtree 49:02

2y ago49:02

49:02

Your host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data …

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20 - The Accounting Titan with GO CPA's Greg O'Brien 56:45

2y ago56:45

56:45

Jackie Meyer talks to Greg O'Brien in this episode of The Concierge CPA. According to his LinkedIn, Greg O'Brien is a CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs, and high-growth individuals. Greg O'Brien is the Co-CEO of GO CPA. Greg founded GO CPA to specialize in working with entrepreneurial clie…

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19 - The Royal and Wise Queen of QuickBooks with Royalwise's Alicia Pollock 46:41

2y ago46:41

46:41

Alicia Pollock is interviewed on this episode of The Concierge CPA. After falling into QuickBooks training over her many years of teaching and consulting, she's found a great niche educating business owners and accounting firms on best practices and hacks for productivity. Jackie discusses everything from two amazing IT hacks that she knows nothing…

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18 - Hoping for a Secure Future with Donny Shimamoto 49:17

2+ y ago49:17

49:17

Your host, Jackie Meyer, talks with the Founder of Intraprise TechKnowlogies, Donny Shimamoto. The visionary behind the Center for Accounting Transformation, Donny is leading a movement to enable transformation and change the world for the better by empowering and equipping business and accounting professionals with leading-edge tools and technique…