In this episode of “The Soul of Enterprise,” hosts Ron Baker and Ed Kless engage in a dynamic conversation with Dr. Jackie Meyer, a trailblazer in the accounting profession. As the founder of TaxPlanIQ and host of “The Concierge CPA” podcast, Dr. Meyer has been recognized as a “40 Under 40” honoree since 2018. She is renowned for her innovative approach to tax planning and her commitment to enhancing the health, wealth, and relationships of accounting professionals. In this insightful discussion, Dr. Meyer shares her journey from establishing an award-winning CPA firm to developing a SaaS tax advisory platform. She delves into her trademarked ROI Method™, which emphasizes value-based pricing and addresses cultural challenges within firms to combat burnout and turnover. Listeners will gain valuable insights into transforming accounting practices, the impact of AI on the profession, and strategies for achieving a sustainable work-life balance.

Guest Bio

Dr. Jackie Meyer is a distinguished figure in the accounting industry, celebrated for her innovative contributions and leadership. As the founder of TaxPlanIQ, she has revolutionized tax advisory services with a platform that streamlines tax planning and implementation. Dr. Meyer also hosts “The Concierge CPA” podcast, where she shares insights and best practices for accounting professionals. Her dedication to the profession has earned her recognition as a “40 Under 40” honoree since 2018. Beyond her professional achievements, Dr. Meyer is committed to promoting better health, wealth, and relationships within the accounting community.

You’ve heard us talk tariffs. You’ve definitely heard us talk Trump’s tariffs. So this week, in a bold act of podcasting restraint, we’re doing something radical: no tariff talk whatsoever. Instead, we tackle a roundup of current business events—from curious market moves to eyebrow-raising headlines—with our signature commentary and a touch of irreverence. Think of it as a tariff-free zone for your brain. You’re welcome.

In this episode of The Soul of Enterprise, Ron and Ed welcome Dr. Jeffrey A. Singer, a senior fellow at the Cato Institute and a seasoned general surgeon, to discuss his latest book, Your Body, Your Health Care. Dr. Singer delves into the erosion of patient autonomy in the modern healthcare system, attributing much of it to increasing government intervention. He advocates for a return to a patient-centered approach, emphasizing informed consent and individual sovereignty in medical decisions. The conversation explores the historical shift from medical paternalism to patient rights, critiques current regulatory frameworks, and offers insights into policy reforms that prioritize personal choice and freedom in healthcare.

Guest Bio:

Dr. Jeffrey A. Singer is a senior fellow at the Cato Institute’s Department of Health Policy Studies and the founder of Valley Surgical Clinics, Arizona’s largest and oldest group private surgical practice. With over 35 years in private surgical practice, he brings a wealth of clinical experience to his policy work. Dr. Singer is also a visiting fellow at the Goldwater Institute and serves on the Board of Scientific Advisors for the American Council on Science and Health. His research focuses on healthcare policy, patient autonomy, and the unintended consequences of drug prohibition.

Once again, it is time for Ron and Ed to get a few things off their chests. Not since October 2024's Outstanding Olio has there been such a collection of Friday Farrago, Glorious Gallimaufry, or even Holiday Hodgepodge. Join us as we make our way through this Mishmash of Miscellany.

Ron and Ed sit down with Doug Reuter, the inventive mind behind the beloved board game Sequence. Doug shares the fascinating journey of bringing Sequence to life—a process that spanned four years of development, three years to secure licensing, and nearly another year before it hit store shelves in 1982. Beyond his success in the gaming industry, Doug delves into his political career, highlighting his two terms in the Minnesota House of Representatives. He discusses how his knack for strategy and rule-making in game design translated into his legislative work, where he adeptly utilized procedural rules to navigate political challenges. Join us for an engaging conversation that explores the intersections of creativity, entrepreneurship, and public service.

Guest Bio

Doug Reuter and his wife, Nancy, are 19-year residents of Corinth, TX – a north suburb of Dallas. Married 54 years, they have two daughters, four grandchildren and a son who is deceased. Doug has a BA in Business Management with a minor in Business Finance. Doug is a Vietnam-era veteran - Honorably Discharged in 1972 after having served six years of combined active duty and active reserve service in the U. S. Navy. He has over 30 years of Senior Human Resource Management experience and was twice elected to the Minnesota House of Representatives where he served from 1997 to 2001. Legislative achievements include working single-handedly for 14 months to successfully re-establish the original Founders language regarding the House session opening prayer rule and successfully worked across the aisle with Representative Phyllis Kahn (D) Minneapolis, both in Committee and in a full House session, to kill Governor Ventura’s desire to establish a Unicameral Legislature in Minnesota.

Doug is also the inventor of several board and card games including the family board game SEQUENCEÒ which has been continuously marketed for over 40 years, enjoys world-wide distribution and has sold over 20 million copies.

In this episode of The Soul of Enterprise, Ron and Ed welcome Paul Dunn, a 4-time TEDx speaker, award-winning entrepreneur, and chairman of B1G1: Business for Good. Paul shares his insights on how small businesses can make a massive impact through purpose-driven initiatives. From transforming customer connections to embedding giving into everyday business activities, Paul’s wisdom will inspire you to think differently about success and significance.

Guest Bio

Paul Dunn is a globally recognized business leader and speaker, known for his innovative approach to purpose-driven business. As chairman of B1G1, he has helped over 2,300 businesses create 150 million+ giving impacts worldwide. A recipient of the Global Lifetime Achievement Award for Service to the Accounting Profession, Paul continues to empower businesses to integrate impact into their core strategies.

What do David Allen's Getting Things Done, Daniel Susskind's A World Without Work, and AppleTV's Severence have in common? They are all on the mind of Ron and Ed's Guest for this episode, Joe Woodard. This will be Joe's record-extending EIGHTH appearance on T$oE. He is always an audience favorite. So buckle up! As always it will be a fast-paced wide-ranging conversation with him.

We are thrilled to welcome Mark Koziel, CPA, CGMA, as our guest on this episode of The Soul of Enterprise. Mark has recently been appointed as the President and CEO of the American Institute of CPAs (AICPA) and the Association of International Certified Professional Accountants, effective January 2025. Prior to this role, he served as the President and CEO of Allinial Global, an association of independent accounting and advisory firms. With over 25 years of experience in accounting and leadership, Mark has been a consistent advocate for the profession, bringing a global perspective to the evolving landscape of accounting and finance.

In this episode, we delve into Mark’s vision for the future of the accounting profession, discussing the challenges and opportunities that lie ahead. We explore his journey from public accounting to leading major professional organizations, and how his experiences have shaped his perspectives on leadership, innovation, and the role of accountants in today’s dynamic business environment.

Join us for an insightful conversation as we uncover the insights and strategies that have propelled Mark to the forefront of the accounting world, and learn how he plans to steer the profession into the future.