Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms
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512 How Overselling is Costing Accounting Firms Millions
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💵 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/
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510 What Accounting Firm Roles Will AI Replace?
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🤝 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/
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
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🤝 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
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📹 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
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ClientHub https://www.clienthub.app/
Stanford Tax https://stanfordtax.com/
Ignition ht...
505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping
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🤝 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
Ignition https://www.ignitionapp.com/
ClientHub https://www.clienthub.app/
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504 Have All The Good Accountants Launched Their Own Firm?
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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:
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💰 Today's Sponsors
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
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502 Accounting Firm Service Breakdown: Business Tax Preparation
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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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
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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
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💰 Today's Sponsors
Ignition https://www.ignitionapp.com/
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YouTube http...
500 This $100k Solo Bookkeeper Is Facing 5 Problems
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💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
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Twitter https://x.com/tryjasononline
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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/
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Twitter https://x.com/tryjasononl...
498 First Impressions: GPT-5 For Accounting Firms
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💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
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YouTube https://www.youtube.com/@ja
497 How To Get Accounting Clients to be More Responsive!
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💰 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...
496 The MOST IMPORTANT Areas of your Accounting Firm To Work On
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🤝 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
Stanford Tax https://stanfordtax.com/
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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!
Twi...
495 Stop Marketing Your Accounting Firm. Do This Instead
Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1
My app recommendation database https://jasononfirms.com/apps
My 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-prompts
My service library template 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
💰...
494 Do Accounting Firms Need to Disclose AI Use to Clients?
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🤝 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/
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
🗣️ Continu...
493 The 5 Ways Accounting Firms Around The World Differ
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🤝 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/
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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
🗣️ Continu...
492 What’s My Price to Coach An Accounting Firm?
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🤝 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.getcanop...
491 My Accounting Firm’s Biggest Hiring Mistake
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
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
Au...
490 I Wish Someone Had Shown Me These 6 Shortcuts
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 - A...
489 How Long Does It Take To Niche An Accounting Firm?
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.co...
488 There Are Only 3 Types of Accounting Firms
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🤝 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/
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...
487 How To Get ChatGPT To Send You Accounting Clients
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🤝 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/
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
486 First Impressions: ChatGPT AGENT 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
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 s...
485 The 6 Small Business Traps that Accounting Firms Fall Into
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 connection...
484 Tax Prep For Accounting Firms - The Workflow Masterclass
📌 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_mercuryfo...
483 Can AI Clone My Accounting Expertise?
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/a...
482 How Accounting Firms Can Capitalize On Changing Legislation
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...
481 Answering 14 Questions About Running Accounting Firms
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 privat...
480 13 Brutal Truths to be a Better Accounting Firm Owner
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🤝 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<
479 9 Ingredients to Effective Change Management in Accounting Firms
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🤝 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/
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...
478 An AI Security Primer 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:
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💰 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...
477 The State of Accounting Practice Management Systems
📌 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...
476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year
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 & bookkeep...
475 Can One-Person Accounting Firms Existing in an Age of AI?
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
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474 Should The Next Generation of Accountants be Concerned?
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