
Sign up to save your podcasts
Or


๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ค 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
Hungry for that transformational in-person connection? ๐ Join me at one of my upcoming events: https://jasononline.link/529LE
๐ฐ Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Canopy:ย https://www.getcanopy.com
MakersHub: https://jasononline.link/PMHub
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk
Hungry for that transformational in-person connection? ๐ Join me at one of my upcoming events: https://jasononline.link/528LE
๐ฐ Today's Sponsors
TeamUp: 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_mercuryforaccountants
MakersHub: https://jasononline.link/PMHub
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.
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ค 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
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ค 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
๐ Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk
๐ฐ Today's Sponsors
Cloud Accounting Staff: cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
MakersHub: https://jasononline.link/PMHub
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.
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ฅ The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ค 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
๐ฐ Today's Sponsors
TeamUp: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
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.
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ค 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
๐ Download my free app database + tech stack planner: https://jasononline.link/D525
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ฐ Today'sย 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.
๐ฃ๏ธ Continue the discussion on social!
X: https://twitter.com/jasononfirms
LinkedIn: https://www.linkedin.com/in/jstaats/
YouTube: https://www.youtube.com/@jasoncpa
Check out Karenโs 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
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค 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
๐ Download my free app database + tech stack planner: https://jasononline.link/D521
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ฐ Today'sย Sponsors
TeamUp: http://hireteamup.com/jason
Makershub: https://makershub.ai/
Ignition: https://www.ignitionapp.com/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
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.
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค 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
๐ Download my free app database + tech stack planner: https://jasononline.link/D521
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ฐ Today'sย Sponsors
TeamUp: http://hireteamup.com/jason
Makershub: https://makershub.ai/
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
๐ค 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
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ฐ Today's Sponsors
MakersHub: https://makershub.ai/
Karbon https://karbonhq.com/
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค 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
๐ต Alex Hormoziโs new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY
๐ฐ Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
๐งฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
Tax strategy resources:
๐ง Coaching Groups
Certified Tax Coach https://certifiedtaxcoach.org/
Solo Tax Coach https://solotaxcoach.com/
๐ค Tech Solutions
TaxPlanIQ https://www.taxplaniq.com/
Instead https://www.instead.com/
Corvee https://corvee.com/
Holistiplan https://www.holistiplan.com/
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค 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
๐ฐ Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
From the publisher's feed
Ranked by our users in the last 21 days

589 Listeners

76 Listeners

209 Listeners

9 Listeners

424 Listeners

110 Listeners

88 Listeners

343 Listeners

256 Listeners

45 Listeners

26 Listeners

251 Listeners

278 Listeners

48 Listeners

26 Listeners