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Learn the keys to run your accounting firm at optimum efficiency!


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.

The Concierge Accountant™
A Self-Study Course Coming This Summer

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Self-Guided to Learn At Your Own Pace

Monthly Live Q & A with Your Peers

3 Recorded Video Lessons Each Month

The Concierge Accountant™ Program

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 letting 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 Concierge CPA™ and its coaching programs 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?

Business Breakthroughs with Chuck & Jackie!

The Concierge CPA™ coaches Chuck Bauer and Jackie Meyer work to develop accounting industry leaders.

Increase productivity and revenue for your firms by decreasing distractions, streamlining processes, and identifying and keeping dream clients and staff. Discover the truth about the time you’ve been wasting and gain valuable tools that will optimize your input. 

Two coaches, one philosophy:
Activate the potential of firm owners, everywhere.

 Testimonials from The Concierge CPA™ Alumni

"The Concierge CPA™ provides a different approach to every single aspect of an accounting firm. Jackie and Chuck will do everything they can to make sure that you are successful. Three months into the program, I was able to bring in 3 new clients who doubled my revenue for the year. This program has changed my business and it has also changed my life!"

atiana Tsoir, CPA, MBA, CTC, PFP
CEO, Linza Advisors, Inc.
Mount Kisco, NY


“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.”

Kendall Broda, CPA, CTC
Owner, Taxes by the Sea
Oceanside, CA

"My firm saw over $100K growth in the 6 months of The Concierge CPA™ Program. However, my goals were not just to grow firm revenue. I wanted to better manage my firm, my time, and my clients. The training I received from The Concierge CPA™ helped me achieve my goals, which were more important than any revenue growth, because it’s not how much money you make... it’s how much you keep!"

—Sarah Berry, CPA
Owner, Sarah Berry, CPA, PLLC,
Texarkana, TX

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