🤝 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  Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staats
MakersHub: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/jasononfirms
LinkedIn: https://www.linkedin.com/in/jstaats/
YouTube: https://www.youtube.com/@jasoncpa