I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Chad Davis and Jason Staats go deep on the nuance of running accounting firms.
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Welcome to AutomationTown! A podcast about regular people, building automations for the problems we all share. First time here? Start with S02E01 "For When You Need A Chatbot" What are the things you do each day that you'd rather forget? Chad & Jason explore common pain points for knowledge workers, and track down the people & tools necessary to automate trivial to-do's.
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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359 A Peek Into The Future of AI Accounting Tech
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Check out JasonBot https://www.delphi.ai/jasonstaats The software email list https://www.jasononfirms.com/software-newsletter Perplexity https://www.perplexity.ai 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ FinDaily https://findaily.io/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_m…
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358 How To Launch An Accounting Firm WITHOUT Tax Expertise
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My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr FinDaily https://findaily.io/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Client Hub https://www.clienthub.app/ 🫠 Are …
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357 Overcoming The Fear Of Firing A Tricky Client
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Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ FinDaily https://findaily.io/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryf…
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356 Redefine Your Business & Career in 12 Months
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedi…
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355 Storytelling That Attracts BETTER Clients
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants FinDaily https://findaily.io/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like yo…
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354 Should Accounting Firms Have Portals Or PMs?
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ Mercury https://mercury.com FinDaily https://findaily.io/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter h…
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353 Making The Hard Decision to LEAVE A Firm
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Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Safesend https://bit.ly/learn-more-about-ss FinDaily https://findaily.io/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placemen…
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352 How I Built A Great Lead Magnet (And You Can Too!)
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Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1 How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Karbon https://karbonhq.com/ FinDaily https://findaily.io/ …
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351 The EASY Way to Fire Accounting Clients
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🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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350 How I Grew My Accounting Firm Past $5M
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Dark Horse CPA https://darkhorse.cpa/ Breakaway Bookkeeping & Advising https://breakawayba.com/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Safesend https://bit.ly/learn-more-about-ss FinDaily https://findaily.io/ Karbon https://karbonhq.com/ Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy…
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349 Scaling An Accounting Firm from $1M to $3M
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348 Scaling An Accounting Firm to $1M in 2025
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion o…
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347 Running a Solo Accounting Firm that Prints Money in 2025!
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/ Safesend https://safesend.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement …
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346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide
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Practice Management Systems I recommend for side hustle firms: https://www.myfirm360.com/ https://taxdome.com https://financial-cents.com/ https://keeper.app/ https://clienthub.app https://www.getcanopy.com/ Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://…
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345 Is Accounting Firm Tech Getting Too Expensive?
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion o…
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344 The EASY Way To Market Your Accounting Firm
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: ht…
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343 My Secret To Strategic Delegation
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Corvee https://corvee.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.car…
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342 13 Tips to Select Better Accounting Firm Tech
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Corvee https://corvee.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.car…
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341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)
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The spreadsheet comparing your offering to other productized offerings https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharing Check out the pod episode about it https://youtu.be/kMRn73VOEnk?si=sVMezGxgWDUtdLSp 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Ac…
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340 Don’t Post On Your Firm’s Social Media Accounts
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More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktop Australian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/…
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339 The 3 Things Accounting Firms Need To NAIL Before Year End
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! T…
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338 Accounting Firm Websites Are Dead ☠️ Build This Instead
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If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.clouda…
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337 3 Ways To Make Junior Accounting Staff Higher Output
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Watch the first part of the Service Library series 👉 https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAv Swipe the AI usage policy here 👉 https://youtu.be/HoRbBtt_rh8?si=bPjQ4xOPzmnubAUW 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-p…
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336 Should Bookkeeping Firms Get Into Tax Work?
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Check out Liveplan here 👉 https://www.liveplan.com 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for account…
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335 Your Firm Picked The Wrong NICHE - Now What?
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: ht…
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334 Can AI Fix My Client’s Accounting Ledger?
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: ht…
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333 What’s The Best AI Model for Accounting In 2024?
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Bookkeep https://www.bookkeep.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp…
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332 Attract Better Clients by issuing a REPORT
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter …
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331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter …
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330 Questions To Ask EVERY Lead Before Making Them a Client
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💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter …
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329 Is The New OpenAI Model Any Good at Accounting?
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Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policy Also made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are y…
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328 Make THIS Change To How You Manage Your Calendar
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Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.html We explored client relationship managers further in D300 https://youtu.be/_BN5E2XAlEU?si=PmxO3nWlZ5oR9Mlf And I drafted my first 20 team members in D282 https://youtu.be/LbCyatwWj1k?si=Bw3l3lO-twaVQi6e 💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK…
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327 This Accounting Firm Just Decided to Niche Down
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🤖 Association Discovery Prompt: ”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are associations, governing bodies, or organizations that certify for things that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent th…
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326 DOUBLE Your Profitability With A Better Renewal Strategy
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💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter …
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325 Why Big Accounting Firms Can Charge Big Prices
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Check out Spark 👉 https://ai.rightworks.com/ 💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣…
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324 How To Run A Profitable PAYROLL Practice!
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Find Matthew on social https://www.linkedin.com/in/dmatthewpatrick/ Check out his poorly named service for firms https://www.whirks.com/partner-with-whirks And check out PASBA here https://pasba.org/ 💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.com/ 🫠 …
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323 Build A Quick AI Coach To Train Yourself & Your Team
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29:37
💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitte…
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322 The Secret to Retaining Talent in Accounting Firms
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💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax https://stanfordtax.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! …
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321 Turning Technical Expertise into Sellable FRAMEWORKS
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Catch this year-old talk from Russell Brunson about FRAMEWORKS here 👉 https://podcasts.apple.com/us/podcast/finding-your-voice-creating-selling-your-frameworks/id1315130618?i=1000666625431 Check out the client battler podcast episode 👉 https://youtu.be/NvQnNKAfW-M 💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr Te…
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320 AI-Developed Software - A Productivity Unlock for Accountants?
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Riley Brown, a guy on Twitter building software without writing code https://twitter.com/rileybrown_ai Karbon Practice Marketplace https://karbonhq.com/practicemarketplace Spam Noah’s LinkedIn post here https://www.linkedin.com/posts/noahskiles_today-on-jason-daily-jason-staats-cpa-talked-activity-7235268474950840320-Kw1F 💰 Today's Sponsors MakersH…
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319 Should Firms Use Mainstream Tech or Accounting Software?
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💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax https://stanfordtax.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! …
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318 9 Things You Know but Need To Be Reminded Of Today
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Accounting Cornerstone https://accountingcornerstone.org/ WorkflowCon https://workflowcon.com/ 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax https://stanfordtax.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jas…
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317 Accounting Firms: Here’s How to Manage Client Logins
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Relay https://relayfi.com/ Mercury https://mercury.com/ 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep https://www.trueprep.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.…
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316 Training Tools to Navigate Tricky Client Conversations
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Take a spin with the client battler here 👉 https://chatgpt.com/g/g-JifUt9kTz-client-battler 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep https://www.trueprep.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s jo…
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315 It might be time to turn this podcast off
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💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep https://www.trueprep.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter h…
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314 How Commenting On A Video Led to Launching An Accountant Community
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38:50
If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/ And the side hustler podcast here https://www.youtube.com/playlist?list=PLiSD0u4Cl2fjGhr-puxVzD0yuqlSCpZx3 Brian Tracy Book 👉 https://a.co/d/gBOUhXR 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp http…
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313 The Accounting Firm Workflow Hack: Postponement
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ C…
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312 MEETING TECH for Professional Services in 2024
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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311 Should Accounting Firms do MORE or LESS?
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Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a l…
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310 A Better Client Experience to Drive PROFIT
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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