Concierge CPA: Rethinking Firm Growth Models | EP03 1 Credit
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Scaling an accounting firm isn’t just about growth—it’s about rethinking what success really means. In this episode of The Concierge CPA Podcast, host Dr. Jackie Meyer welcomes Divakar Vijayasarathy, founder and CEO of DVS Advisory Group, whose global accounting enterprise generates over $200 million in revenue. From growing up in the slums of Chennai to leading operations across four countries, Divakar shares a remarkable journey grounded in resilience, mindset, and a bold redefinition of value in professional services.
With candor and clarity, Divakar explains how most CPA firms struggle not due to technical gaps but because of flawed ownership models, limited talent leverage, and a lack of execution control. He outlines DVS’s unique model—combining capital, strategic support, and deal structuring—to help firms scale without losing their entrepreneurial soul. Jackie and Divakar also explore how AI, government-aligned tax planning, and value-based pricing are redefining the accounting landscape.
Key Topics:
This episode delivers a masterclass in accounting firm transformation, blending leadership, economics, and global market insight. Whether you’re a solo CPA or leading a multi-million-dollar practice, Divakar’s approach will challenge and inspire your next move.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
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Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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Ex-Banker turned Entrepreneur. I founded DVS Advisory Group in 2007 after leaving what was at the time one of the best jobs in India because it was draining my intellectual curiosity rather than fueling it.
Firmly believe that thought, knowledge & wisdom are the ultimate assets worth acquiring.
Today, DVS has evolved into a professional and business services platform with presence across India, US, Singapore and Dubai with multiple services with gross revenues in excess of $400mn. Our firm brings its unique approach to international tax, capital and business services for entrepreneurial companies with global ambition. Proud to say we have built a remarkable team of fiercely independent thinkers bolstering our firm’s progressive ideology.
Jackie Meyer is a recognized leader in tax advisory and practice management, known for helping accounting firms transition from compliance-driven services to profitable, value-based advisory models. She is the founder and CEO of TaxPlanIQ, a game-changing tax planning software that has been widely adopted by CPAs and tax professionals to implement proactive, high-value tax strategies. By streamlining tax planning, TaxPlanIQ has enabled firms to enhance client value, increase firm profitability, and optimize tax savings more effectively than ever before.
As the former owner of Meyer Tax Consulting, Jackie worked extensively with firms across the U.S., specializing in concierge tax planning and strategy. She is an AICPA 40 Under 40 honoree and an industry influencer, known for her expertise in value-based pricing, leadership coaching, and firm scalability. Beyond her software and consulting work, she is a highly sought-after speaker, educator, and advocate for work-life balance in the accounting profession.
Jackie’s passion for innovation extends beyond software - she is dedicated to reshaping the future of accounting by equipping professionals with the right tools, strategies, and mindset to thrive in an evolving industry. She has served on various AICPA committees, including the Practice Management and WOW Committees, and was part of the AICPA Accelerator Program in 2023.
She also hosts “The Concierge CPA” podcast, where she shares insights on tax advisory, firm management, and industry trends. Holding a Doctorate in Leadership, Jackie brings a unique perspective on firm growth and cultural transformation, helping firms prevent burnout while maximizing efficiency.
Through TaxPlanIQ, coaching, and speaking engagements, Jackie continues to empower CPAs and firm owners with the knowledge and technology to scale smarter and build sustainable, high-impact tax advisory practices.
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