Catherine Meyer, Cepa® Email and Phone Number
Catherine Meyer is a passionate and experienced Chief Operating Officer at Unboxed Advisors, a collective of expert advisors that design and execute strategies to propel their prestigious clientele towards accomplishing their loftiest personal and business goals. With over 15 years of experience in accounting, data storytelling, business operations, vision integration, and HR, she is fully versed in the business side of CPA and law firms, and has a driven purpose to help entrepreneurs achieve their most audacious aspirations.As a graduate of the EOS Integrator Masterclass and a former college athlete, Catherine brings her competitive passion for developing and coaching winning teams to every project. She has presented at the National Academy of Elder Law Attorneys (NAELA) on business operations and profitability for estate planning and elder law firms, and has enabled multiple clients to mitigate risk, increase income, lower taxes, reduce stress, and maximize opportunity. She loves taking the dreams of business owners, implementing them, and driving the strategic plan with the help of her Excel wizardry and SQL skills. She is also a professional service aficionado who creates long-lasting relationships with small business owners who are ready to receive support and encouragement to make money and grow their successful practice.
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Founder And CooUnboxed AdvisorsFort Wayne, In, Us -
Chief Operating OfficerUnboxed Advisors Jul 2023 - PresentWe are a collective of ambitious and forward-thinking expert advisors with a vision for designing and executing strategies that propel their prestigious clientele towards accomplishing their loftiest personal and business goals.Our exclusive subscription packages personally crafted for each member to mitigate risk, increase income, lower taxes, reduce stress and maximize opportunity.We build and preserve entrepreneurial wealth.We can no longer tolerate the traditional accounting firm model which has failed business owners with reactive mindsets, resistance to change, and a tech stack stuck in 1975.THIS FIRM IS NOT A CPA FIRM. We don’t fit in that box.We are UNBOXED ADVISORS and we are on a crusade to revolutionize and reshape how accounting, tax, technology, and holistic business services are perceived, priced, delivered and measured. We have been called to usher in the new generation of accounting and business advisory practices that equip entrepreneurs with a fusion of tools, guidance, and strategies to thrive amidst rapid change. As the new guardians of entrepreneurial wealth, we are hungry to help our community of members create mind-blowing legacies. -
Chief Executive OfficerNerdy Operations, Llc Oct 2022 - PresentFort Wayne, Indiana, Us -
Eos Integrator / Chief People OfficerThe Mb Group, Llc Jan 2023 - Apr 2023Plano, Texas, Us -
Director Of Operations / Professional Legal AdministratorMy Ria Lawyer Jul 2022 - Nov 2022Alpharetta, Georgia, Us -
Firm Administrator, Estate Planning & Elder LawDale, Huffman & Babcock Lawyers Dec 2017 - Nov 2022Bluffton, In, Us -
Administration, Professional Resource Allocation & Team SupportBkd Cpas & Advisors Jun 2014 - Nov 2017Springfield, Missouri, Us -
Financial Analyst, Parent & Subsidiary Support For Cfo And ControllersIndiana Beverage, Inc Mar 2010 - Jan 2013
Catherine Meyer, Cepa® Education Details
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Indiana Institute Of TechnologyAccounting -
Indiana Institute Of TechnologyGeneral
Frequently Asked Questions about Catherine Meyer, Cepa®
What company does Catherine Meyer, Cepa® work for?
Catherine Meyer, Cepa® works for Unboxed Advisors
What is Catherine Meyer, Cepa®'s role at the current company?
Catherine Meyer, Cepa®'s current role is Founder and COO.
What schools did Catherine Meyer, Cepa® attend?
Catherine Meyer, Cepa® attended Indiana Institute Of Technology, Indiana Institute Of Technology.
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