I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Jason Staats Podcasts
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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Paula Swope, author, speaker, and Chopra Certified life coach and instructor, aims to leave you in better shape than when you tuned in. Each podcast guest is selected strategically with your health and wellness in mind. Guests appearing on Paula’s podcast are from all walks of life, but they share one commonality – expertise to help you improve in every way.
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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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[English below] Welkom op het podcastkanaal van Radboud Reflects. Hier vind je de podcasts van bijna al onze verdiepende lezingen over filosofie, religie, ethiek, samenleving en cultuur. Een of twee dagen na de lezing staat de podcast voor je klaar. Abonneer je en mis niks. Scherp je mening in gesprek met toonaangevende wetenschappers en laat je inspireren door baanbrekende internationale denkers. Radboud Reflects: stof tot nadenken. ENGLISH Radboud Reflects invites you to think further. Bey ...
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486 First Impressions: ChatGPT AGENT For Accounting Firms
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32:54📌 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.c…
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This week on The Thought SNOB Podcast, Paula dives headfirst into a bold and thought-provoking topic: the slippery slope of organized religion, inspired by Danny McBride’s brilliant satire The Righteous Gemstones. The show hilariously exposes a morally bankrupt megachurch family swimming in wealth—and it got Paula thinking: Do you really have to be…
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485 The 6 Small Business Traps that Accounting Firms Fall Into
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26:59
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26:59Some 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.i…
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484 Tax Prep For Accounting Firms - The Workflow Masterclass
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59:09
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59:09📌 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 http…
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483 Can AI Clone My Accounting Expertise?
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29:19Take 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…
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Ever feel drained after spending time with someone? Like, your energy has been siphoned off just by being in their presence? In this episode of The Thought Snob Podcast, Paula exposes the truth about energy vampires—those relentless attention-seekers who feed off your life force and leave you empty. She dives deep into how these people sneak past y…
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482 How Accounting Firms Can Capitalize On Changing Legislation
29:23
29:23
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29:23The 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 pri…
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481 Answering 14 Questions About Running Accounting Firms
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46:01
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46:01Grab 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=k…
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Missile Attacks on Iran. What Are the Consequences? | Bertjan Verbeek and Nora Stel
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43:00NL volgt ENGOn June 13, 2025, the world was shocked by Israel's attack on Iran. In addition to complexes of the Iranian atomic program, leading scientists from the nuclear program and senior military officers were also targeted by the airstrikes. This was the beginning of missile attacks back and forth in which the U.S. also bombed Iran. Why is thi…
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480 13 Brutal Truths to be a Better Accounting Firm Owner
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38:09📌 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…
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Every Full Moon carries its own unique energy—and on July 10th, Capricorn takes center stage. It’s been nearly a year since Capricorn hosted a Full Moon, and this one brings a welcome shift. In this episode, Paula—an unapologetic Capricorn—dives into how you can harness the grounded, stabilizing energy of this lunar moment to release what no longer…
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479 9 Ingredients to Effective Change Management in Accounting Firms
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29:47
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29:47📌 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/ V…
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478 An AI Security Primer for Accounting Firms
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40:06📌 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/ Makers…
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477 The State of Accounting Practice Management Systems
43:34
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43:34📌 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/ V…
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In this solo commentary episode of The Thought SNOB Podcast, Paula reflects on her recent trip to France and explores the often-overlooked differences between traveling and taking a vacation. What began as a luxurious getaway with her husband turned into a series of unexpected challenges—each one offering a profound lesson in self-awareness, expect…
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476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year
34:05
34:05
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34:05Complete 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_Ag…
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475 Can One-Person Accounting Firms Existing in an Age of AI?
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38:05
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38:05Here’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 newslett…
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474 Should The Next Generation of Accountants be Concerned?
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18:30📌 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/ 🗣️ …
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Kiezer of kapitaal: van wie is de democratie? | Joep van Lit, Maxim van Asseldonk en Teun van Laake
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1:02:54***De voorstelling van muzikant Teun van Laake is te herbekijken op YouTube, zie linkje onderaan***Hoe weerbaar zijn democratieën tegen de macht van ultrarijken? Elke stem telt en ieder mens is politiek gelijkwaardig in een democratie – in theorie. Maar hoe verhoudt de theorie zich tot de werkelijkheid, waarin bedrijven en lobbygroepen miljarden in…
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Zen in an Age of Ecological Crisis | Philosophers Jason Wirth en Gerard Kuperus
1:12:04
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1:12:04[NL volgt ENG]How can a Zen-Buddhist perspective help us rethink our relation to the planet in the light of the ongoing ecological crisis? Learn from philosopher Jason Wirth, who pleads for a transition from political economy to political ecology. Using insights from Buddhist “practices of silence” he argues to establish a radical rethinking of wha…
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Meredith White: Crackhouse to Comeback
1:27:13
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1:27:13On this powerful episode of The Thought SNOB Podcast, Paula sits down with Meredith White—Kentucky Certified Peer Support Specialist, viral content creator, and self-proclaimed “hope dealer.” With over 70 million views across social media, Meredith has made it her mission to bring light to the darkest corners of addiction. Meredith holds nothing ba…
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473 Should Accounting Firms Grow Via Acquisition or Organically?
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35:28📌 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 http://hireteamup.com/jaso…
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472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A
1:01:20
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1:01:20Learn more about the folks behind this event, PASBA, here! https://pasba.org/ 📌 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 S…
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Hierarchy at the University: Nuisance or Necessity? | Joyce Schleu en Laura van Niftrik
31:15
31:15
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31:15NL volgt ENGWithin the university, all kinds of hierarchical structures play a major role between students and teachers, PhD candidates and supervisors, department heads and faculty staff. Hierarchy structures all these relationships. How does this shape the way we interact, and how safe do we feel in academic spaces? What does a healthy hierarchic…
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PVV stapt uit de coalitie. Hoe nu verder? | politicoloog Koen Vossen en historicus Anne Bos
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27:36
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27:36Het kabinet is gevallen. PVV-leider Geert Wilders stapt uit de coalitie en trekt eigen bewindslieden terug uit het kabinet. Hoe nu verder? Wat zijn de gevolgen van een kabinetsval op korte en lange termijn? Wat zijn de mogelijke motieven van Wilders voor deze drastische stap? En welke scenario's liggen er nu op tafel? Leer van politicoloog Koen Vos…
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Onderling vertrouwen tussen politiek, wetenschap en journalistiek | K. Hekster en L. Landeweerd
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32:20
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32:20***De lezing van Ahmed Aboutaleb is op zijn verzoek niet meegenomen in deze opname***Vertrouwen we elkaar nog? De berekenende politicus, kritische wetenschapper en onafhankelijke journalist: vertrouwen ze elkaar, en misschien nog wel belangrijker: vertrouwen wij hén? Leer van politicus Ahmed Aboutaleb, journalist Kysia Hekster en filosoof Laurens L…
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471 Should Accounting Firms Partner with Financial Planners?
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27:34
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27:34Holistiplan https://www.holistiplan.com/ Corvee https://corvee.com/ TaxPlanIQ https://www.taxplaniq.com/ TallyFor https://www.tallyfor.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 & boo…
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In this unscripted and off-the-cuff episode, Paula sits down with her husband, Will, for another spontaneous conversation — no notes, no prep, just pure in-the-moment wisdom (and a few laughs along the way). This week’s topic: advice for young people searching for their life purpose. Paula shares powerful insight on why the world’s opinions can lea…
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470 The Most Impactful AI For Professional Services
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34:11The AI assistant for this podcast https://www.delphi.ai/jasonstaats Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take y…
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469 Ok But What If AI DOES Disrupt Accounting Firms?
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34:52
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34:52Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 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://jasonon…
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468 How To Know if your Accounting Firm is SYSTEMATIZED
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33:33
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33:33Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 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://jasonon…
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Are you a Thought SLOB or a Thought SNOB when you travel? In this lighthearted yet transformational episode, Paula compares two trips to France—one taken in 1999 as a chronic worrier (aka a Thought SLOB), and one she’s about to take as a grounded, expectation-aligned Thought SNOB. Spoiler: the mindset you pack matters more than your suitcase. She s…
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467 Coaching 3 Accounting Firms on Tech Selection
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47:08
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47:08Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr 📌 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…
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466 A Q&A about The Future of Accounting AI! (Q2 2025)
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44:00Learn more about Rightworks’ new community here! https://www.rightworkscommunity.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 firm owners: https://jasononline.link/x3G 💰 T…
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465 Intuit Stealing Accounting Clients - Good or Bad?
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32:48
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32:48Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951 📌 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 …
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If you've ever wondered whether vision boards really work—this episode is your confirmation. Paula shares the science and soul behind why vision boards are so powerful: they help your subconscious mind adopt a new, more empowered narrative. By seeing your desires daily, you begin to expect them, and expectation is one of the key ingredients in the …
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464 Roasting The Tech Stacks of 3 Accounting Firms
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40:49Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr 📌 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…
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463 Follow These Steps to turn around ANY Accounting Firm!
1:04:27
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1:04:27Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIM And the service library template I mentioned while talking systemization 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…
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462 Breaking Down a 2 Person $600k/yr Accounting Firm
33:52
33:52
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33:52Complete this form, and we'll share valuable insights on what else you can do: 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 & bookkee…
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Mind Your Words. Censorship at US Universities | Chris Nijhuis en Fleur Zeldenrust
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28:22[NL volgt ENG]What effect will the censorship of so called ‘woke’ words have for US Universities, and the academic world at large? Black, exclusion, bias, marginalized, sex. These are just a few words of a long list that the Trump administration would like to see disappear from public and academic discourse. This has major influence on many areas o…
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De kracht en macht van verhalen | Kobie van Krieken en Dennis Kersten
1:17:08
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1:17:08Wat maakt een verhaal een krachtig en zelfs machtig middel om invloed uit te oefenen? Iedereen houdt van een goed verhaal. Of het nu gaat om een roman, een film of politiek betoog: van de spanning, ontroering en inspiratie van een goed verhaal kun je geen genoeg krijgen. Maar wanneer is een verhaal het juiste middel om bijvoorbeeld gedrag te verand…
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What if the emotional heaviness you carry isn’t your personality—it’s unprocessed trauma? In this deeply personal episode, Paula opens up about a kind of trauma many people don’t recognize: emotional trauma. She shares how, for years, she associated trauma only with physical pain—until her body, relationships, and inner world told a different story…
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461 The Only Payroll Software Accounting Firms Should Use
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27:23👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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…
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460 This Is THE PERFECT Accounting Firm Client
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18:12Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasono…
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Architecton. The Beauty of Ruin | Cultuurwetenschapper László Munteán
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35:30Wat is het verschil tussen een ruïne en een bouwval? Hoe komt het dat we de restanten van antieke gebouwen vaak mooi, romantisch en authentiek vinden, terwijl de kapotgeschoten flatgebouwen in Oekraïne hele andere gevoelens oproepen? Leer van cultuurwetenschapper László Munteán over de waarde van ruïnes.Architecton. The Beauty of Ruin | Film & Gesp…
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Wie is Leo XIV, de nieuwe paus? | Kerkhistoricus Jurijn Timon de Vos, theoloog Annemarieke vd Woude
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40:26Wie is Leo XIV, de nieuwe paus, en welke invloed zal hij hebben? Vorige week donderdag werd de Amerikaanse Robert Prevost, enigszins verrassend, tot paus verkozen. Waarom hij? Heeft zijn verkiezing iets te maken met de Amerikaanse president Trump? Welke thema’s staan centraal in zijn pontificaat – en wat zegt zijn verkiezing over de tijdgeest binne…
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459 Simple Video Advice for Accounting Firms
36:43
36:43
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36:4330 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing Let me know what else I should build some prompt templates for 🙂 💾 Software Loom https://loom.com/ Descript https://descript.com/ 🎥 Hardware Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2 Neewer…
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If there were a vaccine for emotional freedom, this episode is it. Today, Paula shares one of the most liberating mindsets you can adopt: immunity to both criticism and flattery. With personal stories (including a hilarious cryotherapy moment) and a grounding practice to center your energy, she shows you how to reclaim your emotional power. You'll …
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458 This Is How You Find A More Profitable Client
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29:15👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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…
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457 Why Better Clients Aren’t Finding Your Firm
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30:50👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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…
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