Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
536 Fireside: Accounting Firm Trends and 2026 Tech Predictions
👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4
📩Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins w...
535 Common Mistakes In Accounting Services Proposals
👀Looking to connect with other firm leaders in person? I’ll be hosting events in cities across the country. Save your spot here! jason.link/s87
📌 Join my newsletter for weekly insights, tools, and AI updates made for accounting pros: jason.link/jav
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. You’ll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team.
💰 Today's Sp...
534 The Recent AI Updates Accounting Firms Need To See
👋 Let’s keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh
🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a
👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/
Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in a...
533 How To Make Attending An Accounting Conference Worthwhile
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc
👋 Join me at one of my upcoming events: jason.link/908
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Stanford Tax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
532 The Most Common Accounting Firm Money Trap
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Keeper: https://keeper.app
StanfordTax: https://stanfordtax.com/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
531 How To Manage TASKS In Your Accounting Firm
💼 My practice management system recommend…er: jason.link/00v
📖 My service library resources: jason.link/9k9
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Client Hub: http://clienthub.app/
Keeper: https://keeper.app
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
X https://twitter.com/jaso...
530 First Impressions: The New ChatGPT BROWSER For Accountants
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
529 The Niche Software Set To Blow Up This Accounting Firm
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
TeamUp: http://hireteamup.com/jason
Client Hub: http://clienthub.app/
Stanford Tax: https://stanfordtax.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
528 Dealing With Pricing Objections in an Accounting Firm
Hungry for that transformational in-person connection?
👋 Join me at one of my upcoming events: jason.link/yi3
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
527 Does AI Mean ADVISORY Is The Future for Accounting Firms?
🚨 Take a look at the accounting-specific meeting notetakers I mentioned:
Vinyl: https://www.usevinyl.com/
Ping: https://pingassistant.com/
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social! X https://twitter.c...
526 The Accounting Firm Unlimited Client Hack
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
525 What’s The Most PROFITABLE Accounting Firm You Can Run?
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq
💰 Today's Sponsors
Cloud Accountant Staffing: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtu...
524 It’s Time We Stop Trying To Educate Our Clients
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
MakersHub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https...
523 Text Messaging Best Practices in Accounting Firms
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
522 How To Launch Your Accounting Firm’s Online Community
🤝 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
🧰 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
TeamUp: http://hireteamup.com/jason
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 Finan...
521 What To Do With LEGACY Accounting Firm Clients
🤝 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? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
MakersHub: https://jasononline.link/PMHub
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🗣️ Continue the discussion on so...
520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE
💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Canopy: https://www.getc...
519 Is AI Making Junior Accountants Turn Off Their Brains?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE
💰 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 c...
518 Why You May Want to SELL Your Accounting Firm!
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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
🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk
💰 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=spon...
517 Accounting Firm Acquisition ARBITRAGE Opportunities
🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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
Mercury: https://mercury.com/for/accountants?utm...
516 What Accounting Firms Should Prioritize Before 12/31
🤝 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
515 Marketing Pro Explains: How Accounting Firms Can Get Ahead
Check out Karen’s 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
📌 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
👉 Download my free app database + tech stack planner: https://jasononline.link/D521
🧰 Grab my FULL service library template here https://www.ja...
514 What I Learned Going Through 42 Accounting Firm Websites
📌 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
👉 Download my free app database + tech stack planner: https://jasononline.link/D521
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
💰 Today's Sponsors
TeamUp: http://hireteamup.com/jason
Makershub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
L...
513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Karbon https://karbonhq.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
512 How Overselling is Costing Accounting Firms Millions
📌 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
💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY
💰 Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Contin...
511 Accounting Firm Service Breakdown: Tax Advisory
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
Tax strategy resources:
🧠 Coaching Groups
Certified Tax Coach https://certifiedtaxcoach.org/
Solo Tax Coach https://solotaxcoach.com/
🤓 Tech Solutions
TaxPlanIQ https://www.taxplaniq.com/
Instead https://www.instead.com/
Corvee https://corvee.com/
Holistiplan https://www.holistiplan.com/
📌 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 fir...
510 What Accounting Firm Roles Will AI Replace?
🧰 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
🤝 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/
Stanford Tax https://stanfordtax.com/
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continue the disc...
509 Why AI Is Making Spreadsheets Cool Again!
🧰 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
🤝 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/
Stanford Tax https://stanfordtax.com/
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continue the disc...
508 Accounting Firm Service Breakdown: Individual Tax Prep
🧰 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
🤝 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/
Stanford Tax: https://stanfordtax.com/
Ignition: https://www.ignitionapp.com/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continu...
507 6 Ways To Increase the Value Of Your Accounting Firm
🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod
📌 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
📹 Here’s the ChatGPT Agent video in question: https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
ClientHub https://www.clienthub.app/
🗣️ Continue the discussion on social!<...
506 Today’s Fastest Growing Accounting AI: Is It Secure?
Here’s the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb
Grab my FULL service library template here https://jasononline.link/TSLPod
Video Description
📌 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/
Stanford Tax https://stanfordtax.com/
Ignition ht...
505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping
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
🤝 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
Ignition https://www.ignitionapp.com/
ClientHub https://www.clienthub.app/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com
504 Have All The Good Accountants Launched Their Own Firm?
📌 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
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
503 How This $1.7M Tax Firm Built Their Network
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📌 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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.lin...
502 Accounting Firm Service Breakdown: Business Tax Preparation
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
🤝 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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com
501 How To 10X Your Accounting Firm!
Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube http...
500 This $100k Solo Bookkeeper Is Facing 5 Problems
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📌 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
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononline
LinkedIn https://www.lin...
499 Accounting Firm Service Breakdown: Bookkeeping
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
🤝 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
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononl...
498 First Impressions: GPT-5 For Accounting Firms
📌 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
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononline
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@ja
497 How To Get Accounting Clients to be More Responsive!
📌 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
Canopy https://www.getcanopy.com/
Stanford Tax https://stanfordtax.com/
Catch Canopy and Jason on the road!
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononline
LinkedIn https://www.linkedin.com/in...
