Jason On Firms Podcast

👋 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

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