📌 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: 
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💰 Today's Sponsors
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

Catch Canopy and Jason on the road! 
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis 
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

🗣️ Continue the discussion on social!
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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

💰 Today's Sponsors
ClientHub https://www.clienthub.app/
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

Catch Canopy and Jason on the road! 
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin 
August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas 
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis 
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

🗣️ Continue the discussion on social!
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Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?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: 
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💰 Today's Sponsors
ClientHub https://www.clienthub.app/
Canopy https://www.getcanopy.com/

Catch Canopy and Jason on the road! 
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin 
August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas 
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis 
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

🗣️ Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa

My practice management system recommender https://www.jasononfirms.com/pmrec
Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?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

💰 Today's Sponsors
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com/

Catch Canopy and Jason on the road! 
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin 
August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas 
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis 
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?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

💰 Today's Sponsors
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com/

Catch Canopy and Jason on the road! 
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin 
August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas 
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis 
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com/

Catch Canopy and Jason on the road! 
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin 
August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas 
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis 
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
MakersHub https://makershub.ai/
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
MakersHub https://makershub.ai/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
ClientHub https://www.clienthub.app/
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.

🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Some of the resources I mentioned:
My app recommendation database https://jasononfirms.com/apps
My service library templates https://jasononfirms.com/service-library
My 1040 workflow breakdown https://jasononfirms.com/1040
My AI prompts for your meetings https://jasononfirms.com/meeting-prompts

Here’s that automated time tracker Rize https://rize.io/
To learn more about building offers check out Hormozi’s $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

📌 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 Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
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.

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
MakersHub https://makershub.ai/
Verito https://verito.com/
TeamUp https://www.hireteamup.com/jason
Missive http://missiveapp.com/jason
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
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.

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Take my avatar for a spin here https://www.delphi.ai/jasonstaats
And give Delphi a try at https://www.delphi.ai/

📌 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 Sponsors
MakersHub https://makershub.ai/
Missive http://missiveapp.com/jason
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
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.

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

The powerful request tool Content Snare https://contentsnare.com/
Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

📌 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 Sponsors
MakersHub https://makershub.ai/
Missive http://missiveapp.com/jason
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
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.

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything
The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG
Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats
My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9

📌 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 Sponsors
TeamUp https://www.hireteamup.com/jason
Missive http://missiveapp.com/jason
MakersHub https://makershub.ai/
Verito https://verito.com/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
ClientHub https://www.clienthub.app/
TeamUp https://www.hireteamup.com/jason
Verito https://verito.com/
Missive http://missiveapp.com/jason

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
ClientHub https://www.clienthub.app/
MakersHub https://makershub.ai/
Verito https://verito.com/
Financial Cents https://hubs.li/Q02P4Fz40

Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
ClientHub https://www.clienthub.app/
Verito https://verito.com/
MakersHub https://makershub.ai/
Financial Cents https://hubs.li/Q02P4Fz40

Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
ClientHub https://www.clienthub.app/
MakersHub https://makershub.ai/
Verito https://verito.com/
Financial Cents https://hubs.li/Q02P4Fz40

Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

Check out my app recommenations for accounting firms here https://jasononfirms.com/apps

And here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl

📌 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 Sponsors
ClientHub https://www.clienthub.app/
MakersHub https://makershub.ai/
Verito https://verito.com/
Financial Cents https://hubs.li/Q02P4Fz40

Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT
Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1
The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto

📌 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 Sponsors
ClientHub https://www.clienthub.app/
MakersHub https://makershub.ai/
Verito https://verito.com/
Financial Cents https://hubs.li/Q02P4Fz40

Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa