Catherine Meyer, Cepa®

Catherine Meyer, Cepa® Email and Phone Number

Founder and COO @ Unboxed Advisors
Fort Wayne, IN, US
Catherine Meyer, Cepa®'s Location
Greater Fort Wayne, United States, United States
About Catherine Meyer, Cepa®

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.

Catherine Meyer, Cepa®'s Current Company Details
Unboxed Advisors

Unboxed Advisors

View
Founder and COO
Fort Wayne, IN, US
Employees:
2
Catherine Meyer, Cepa® Work Experience Details
  • Unboxed Advisors
    Founder And Coo
    Unboxed Advisors
    Fort Wayne, In, Us
  • Unboxed Advisors
    Chief Operating Officer
    Unboxed Advisors Jul 2023 - Present
    We 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.
  • Nerdy Operations, Llc
    Chief Executive Officer
    Nerdy Operations, Llc Oct 2022 - Present
    Fort Wayne, Indiana, Us
  • The Mb Group, Llc
    Eos Integrator / Chief People Officer
    The Mb Group, Llc Jan 2023 - Apr 2023
    Plano, Texas, Us
  • My Ria Lawyer
    Director Of Operations / Professional Legal Administrator
    My Ria Lawyer Jul 2022 - Nov 2022
    Alpharetta, Georgia, Us
  • Dale, Huffman & Babcock Lawyers
    Firm Administrator, Estate Planning & Elder Law
    Dale, Huffman & Babcock Lawyers Dec 2017 - Nov 2022
    Bluffton, In, Us
  • Bkd Cpas & Advisors
    Administration, Professional Resource Allocation & Team Support
    Bkd Cpas & Advisors Jun 2014 - Nov 2017
    Springfield, Missouri, Us
  • Indiana Beverage, Inc
    Financial Analyst, Parent & Subsidiary Support For Cfo And Controllers
    Indiana Beverage, Inc Mar 2010 - Jan 2013

Catherine Meyer, Cepa® Education Details

  • Indiana Institute Of Technology
    Indiana Institute Of Technology
    Accounting
  • Indiana Institute Of Technology
    Indiana Institute Of Technology
    General

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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