Thanks to our Sponsors!

 

Sponsors play a crucial role in supporting accountants by providing them with opportunities to establish new connections, expand their reach, and equip themselves with the necessary resources to succeed in the upcoming year. 

Trusted Partners

By partnering with sponsors, accountants can foster valuable relationships and gain access to tools that can help them take their profession to new heights.

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Charles McKissick with Unison Globus is sponsoring Friday's Dinner

Charles at Unison Globus has been a proponent of everything we do from day 1. He's always cheerful and helpful, and I love that they provide their staff with educational/training on top of outsourced services. They also do tax prep which is hard to find outsourced. - Jackie Meyer, CPA

David Podell with Business Benefits Consultants is sponsoring Lunch at Brix Saturday

David Podell is our recommended vendor for defined benefit plans and life insurance help. He goes above and beyond for every client we've sent him to provide concierge offerings as the middleman between third parties in a difficult-to-explain world. He also sends us many leads we pass on to you as our students! - Jackie Meyer CPA

Uday Koorella with Qount

Uday and the Qount team have been a huge blessing in our ability to start and grow TaxPlanIQ, even doing development work and ideas themselves. We are honored to partner with them as they have significant growth goals over the next few years, and we have a special offer for signing up with them soon.

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Upcoming Events

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NAPA Reunion

Our Annual Leadership Conference for CCA Alumni during "Tax Busy Season".

April 20th - April 23rd, 2023

Napa Valley, California

The CCA program has been a staple in our business for the past 3+ years.
The network 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 proven tactics and techniques, we have grown top-line revenues 4X, built a systematic business, and created lifelong friendships. 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 led to an immediate ROI and continues to pay dividends well into the future.

Greg O' Brien, CPA Boston, Massachusetts

By investing in the Certified Concierge Accountant program, I have gained the database on how to build my practice the way I have always dreamt. More importantly, I was given the confidence keys to make it happen.
I appreciate the intentionality placed in the program, and I feel it was designed specifically for me. This program has changed my life and practice for absolute good.

Kellie Vincent CPA Dallas, Texas