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📌 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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August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston

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📌 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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Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

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My practice management system recommender https://www.jasononfirms.com/pmrec
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

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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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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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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:
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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

📌 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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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:
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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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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/
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📌 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
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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!
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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:
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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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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:
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💰 Today's Sponsors
MakersHub https://makershub.ai/
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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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YouTube https://www.youtube.com/@jasoncpa