Jason On Firms Podcast

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and ledgers are evolving. I also share what surprised me most, why specialization is winning, and what these shifts tell us as we head into 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Soraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.💰 Today's SponsorsStanford Tax: http://stanfordtax.com/Verito: https://verito.com/MakersHub: https://makershub.ai/Client Hub: https://clienthub.app/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where AI helps today, why chasing clients for info is still the biggest bottleneck, and how tools like meeting transcripts can make teams faster without hurting client trust. I also get into why firms should start capturing context now, how to think about AI security, and where human judgment still matters most. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why workflow bottlenecks keep crushing accounting firms during busy seasons. We talk through practical ways to smooth out the peaks and valleys, set better client expectations, and use pricing and delivery tiers to make the work more manageable year round. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Client Hub: https://clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Talk shop with almost 700 firm owners figuring this out together: https://jasononline.link/C555T📚 See the apps I actually recommend for firms: https://jasononline.link/A555T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smarter renewals and tiers can help you make space for better work without blowing up your firm.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Stanford Tax: https://stanfordtax.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T📚 Swipe my app database: http://jasononline.link/A561T📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter📝 The AI notetakers in my radar for accounting firms:Vinyl https://www.usevinyl.com/Ping https://pingassistant.com/Abacor https://abacor.com/🤖 Here are my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.💰 Today's SponsorsClient Hub: https://clienthub.app/MakersHub: https://makershub.ai/🎥 The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Want to get out from behind the screen? Meet other firm leaders and jam on what’s working. Grab a spot at a city near you: https://jasononline.link/LE560T 🚀 Build a better firm faster. Join 600+ owners trading playbooks in the community: https://jasononline.link/C560T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I get honest about how much time you lose by hanging onto work your team could handle. I break down eight practical thresholds you can use across clients, tax work, proposals, renewals, vendors, spending, write-offs, and hiring so you can step out of the weeds, give your team room to grow, and build a version of the job that actually feels sustainable. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

👋 Come hang out in person. Swap stories with other firm owners and pick up ideas you can actually use. Save your spot: https://jasononline.link/LE559T🚀 Don’t build your firm alone. Join 600+ owners who compare notes and help each other win: https://jasononline.link/C559T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get real about over-delivering on quality and why “perfect” can actually hold your firm back. I dig into how to set the right quality bar for different types of work, build systems that don’t rely on superstars, and finally stop being the last person to touch everything before it goes out the door.💰 Today's SponsorsVerito: https://verito.com/Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T☎️ Leave me a voicemail at (1)516-980-4968!Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.💰 Today's SponsorsFinancial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Verito: https://verito.com/TeamUp: http://hireteamup.com/jasonMakersHub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T☎️ Leave me a voicemail at (1)516-980-4968!📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free from it. I cover the mindset shifts, the delegation steps, and the systems that make inbox help actually work. I also talk about how to set better boundaries, build team ownership around communication, and give yourself the space to focus on the high-value work that moves your firm forward.💰 Today's SponsorsFinancial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Verito: https://verito.com/TeamUp: http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build onshore and offshore teams in a healthier way, and what work will still belong to humans as tech and global labor keep evolving. I also share why small firms may be better positioned than big machines and why your long-term edge still comes from expertise and real human connection💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonVerito: https://verito.com/Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 If you want real conversations with people running real firms, join me at an upcoming event and reserve your spot: https://jason.link/w0f🚀 Grow alongside a community that actually shares what works. Join more than 600 firm owners inside my private group: https://jason.link/4lq☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down why clients buy the lowest tier but still expect the highest level of access, and what firms can do about it. I explain how to scope not just the work, but the delivery of the work, so you can set expectations around access, response times, and boundaries. I also share why selling higher levels of service delivery is more profitable than selling more work, and how this approach helps you serve fewer clients, earn more, and get your time back.💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonVerito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T 📌 Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a keynote on building a firm-wide habit of delegation so you can push work down the expertise ladder, upskill your team faster, and get yourself out of the day-to-day client grind. I walk through concrete examples for tax, bookkeeping, review, email, and client communication, and tie it back to end-of-year planning so you can redesign your own task list (and your team’s) to match the kind of firm owner you actually want to be. 🚀 Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

Want that in-person spark that only happens when firm owners get in the same room?👋 Come join me live at an upcoming event: https://jasononline.link/LE552T📌 Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T📚 Learn more about NotebookLM here https://notebooklm.google/🎙️ This is the audio overview (podcast) prompt I used:"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). The main discussion should cover the profit & loss totals but look into the general ledger for transaction detail where necessary to deepen the discussion."☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through how NotebookLM is evolving and what that actually means for firm owners. I share how tools like audio overviews, slide decks, and mind maps can help you communicate results more clearly, and where they can fit into your workflow without replacing the human touch clients still expect. I also talk through which of these features feel genuinely useful today versus what still feels more like a gimmick, and how to think about testing them in your firm.💰 Today's SponsorsMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsTeamUp: http://hireteamup.com/jasonFinancial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from vendor demos, how both juniors and seniors can win with AI, and what AI will and won’t replace over the next few years. I also dig into why the firms leaning in today are going to be the ones everyone else is trying to catch in 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/TeamUp: http://hireteamup.com/jasonMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why specializing attracts better referrals, how to communicate what you want to work on next, and how live events create the collaborations that help you upgrade your client mix. 💰 Today's Sponsors MakersHub: https://makershub.ai/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C 📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go of the ones holding you back, and focus on profit instead of constant growth. I also talk about hiring smarter, building a self-sufficient team, and becoming more visible in your niche. Most of all, it's about creating a firm that is profitable, sustainable, and fun to run.🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https://jason.link/g73 🚀 Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https://jason.link/c9j ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools, why AI first apps are pulling ahead of older platforms, and how to build simple habits that make your team better with AI. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s 💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7 ☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying to scale advisory, how offshore teams free up capacity, and the difference between being helpful and actually getting paid for it. 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/vgm🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/o00☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. You’ll learn why referrals alone hold you back, how to pick workflow tools that actually save time, and how to build tiered proposals that double profitability. I also share how niche positioning and small tweaks to pricing can turn a busy firm into a more profitable one.💰 Today's SponsorsMakersHub: https://makershub.ai/Financial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/1v6 🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/ccw☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down the five biggest traps that keep firm owners stuck doing the same work year after year. You’ll learn how to delegate effectively, build owners for every client, tool, and process, and stop being the bottleneck in your own business. I also share how to scale beyond yourself, lead by example, and build a team that grows as fast as you do.💰 Today's SponsorsMakersHub: https://makershub.ai/Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4 📩Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👀Looking to connect with other firm leaders in person? I’ll be hosting events in cities across the country. Save your spot here! jason.link/s87 📌 Join my newsletter for weekly insights, tools, and AI updates made for accounting pros: jason.link/jav ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. You’ll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team. 💰 Today's Sponsors Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 Let’s keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh 🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a 👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/ Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in accounting. He runs Automation Town and leads monthly AI roundups inside Realize, helping firm leaders cut through the noise and focus on what’s actually working right now. In this episode, I talk with Chad Davis about the AI tools that actually work for accounting firms right now. We cover dictation apps, agent builders, and proposal automation using Google tools and the Anchor API. You’ll learn which tools to trust, which to skip, and how to spend smarter on AI in your firm. 📎 Grab my full set of 30 AI meeting prompts here: https://jason.link/uc3 ☎️ Leave me a voicemail at (1)516-980-4968! ✅ Chad’s Recommended Tools Voice Inc — https://tryvoiceink.com/ Stanford Tax — https://stanfordtax.com/ Zapier Agents — https://zapier.com/agents Lindy (Build / Agents) — https://www.lindy.ai/ Artifact (Omniworkflows) — https://www.getartifact.com/ Anchor (Proposals API) — https://www.sayanchor.com 👀 Promising Fishbowl AI — https://www.fishbowlinventory.com/ ⚠️ Use With Caution Right Now OpenAI Atlas Browser — https://openai.com/index/introducing-chatgpt-atlas/💰 Today's Sponsors Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants StanfordTax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Sense and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Sense on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasonc

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc 👋 Join me at one of my upcoming events: jason.link/908 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

💼 My practice management system recommend…er: jason.link/00v 📖 My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Client Hub: http://clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasonc

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's SponsorsKeeper: https://keeper.app/TeamUp: http://hireteamup.com/jasonClient Hub: http://clienthub.app/Stanford Tax: https://stanfordtax.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/yi3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚨 Take a look at the accounting-specific meeting notetakers I mentioned: Vinyl: https://www.usevinyl.com/ Ping: https://pingassistant.com/ Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck💰 Today's SponsorsClientHub: https://www.clienthub.app/Canopy: https://www.getcanopy.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq💰 Today's SponsorsCloud Accountant Staffing: http://hireteamup.com/jasonCanopy: https://www.getcanopy.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4zHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj💰 Today's SponsorsClientHub: https://www.clienthub.app/TeamUp: http://hireteamup.com/jasonCanopy: https://www.getcanopy.com/MakersHub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e💰 Today's SponsorsClientHub: https://www.clienthub.app/TeamUp: http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3GHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staatsMakersHub: https://jasononline.link/PMHub🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3GHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE💰 Today's SponsorsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staatsClientHub: https://www.clienthub.app/Canopy: https://www.getcanopy.comMakersHub: https://jasononline.link/PMHub🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talkHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE💰 Today's SponsorsTeamUp: https://www.hireteamup.com/ClientHub: https://www.clienthub.app/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub: https://jasononline.link/PMHubMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk💰 Today's SponsorsCloud Accounting Staff: cloudaccountantstaffing.com/lp/staatsClientHub: https://www.clienthub.app/Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub: https://jasononline.link/PMHubMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub: https://makershub.ai/ClientHub: https://www.clienthub.app/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G👉 Download my free app database + tech stack planner: https://jasononline.link/D525🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsCloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staatsMakersHub:https://makershub.ai/ClientHub: https://www.clienthub.app/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X: https://twitter.com/jasononfirmsLinkedIn: https://www.linkedin.com/in/jstaats/YouTube: https://www.youtube.com/@jasoncpa

Check out Karen’s workshop series here! https://wearepf.com/accelerator/Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G👉 Download my free app database + tech stack planner: https://jasononline.link/D521🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMakershub: https://makershub.ai/Ignition: https://www.ignitionapp.com/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G👉 Download my free app database + tech stack planner: https://jasononline.link/D521🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMakershub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsMakersHub: https://makershub.ai/Karbon https://karbonhq.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY💰 Today's SponsorsKarbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-libraryTax strategy resources:🧠 Coaching GroupsCertified Tax Coach https://certifiedtaxcoach.org/Solo Tax Coach https://solotaxcoach.com/🤓 Tech SolutionsTaxPlanIQ https://www.taxplaniq.com/Instead https://www.instead.com/Corvee https://corvee.com/Holistiplan https://www.holistiplan.com/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsKarbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Stanford Tax https://stanfordtax.com/Karbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Stanford Tax https://stanfordtax.com/Karbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub: https://makershub.ai/Stanford Tax: https://stanfordtax.com/Ignition: https://www.ignitionapp.com/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa