Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Swipe my service comparison table to start building your own https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The podcast interview in question https://youtu.be/jYhlnpvCKm8?si=roKzmNQFyuRO0iDz💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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“The Day I Became A Millionaire” by DHH https://signalvnoise.com/svn3/the-day-i-became-a-millionaire/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The book 👉 https://www.amazon.com/How-Win-Friends-Influence-People/dp/B0006IU7JK💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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Here’s the Accounting Podcast on surge pricing https://accounting.show/374💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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Find Michael on Twitter here https://twitter.com/MichaelMeihausHere’s the full original text of Michael’s approach:Coming up on 9 years married myself, 1 kid and 1 on the way. I had a few busy seasons like this prior to leaving to start my own firm. Not an expert at parenting, marriage or owning a firm so these are just my own thoughts/things I've tried. 😂”First and foremost, discuss expectations:1) How many hours/nights/weekends do you think is sustainable to work? Come with a number and ask her insight or perspective.2) Discuss distribution of household responsibilities. There’s research out there that couples mutually agreeing on who is responsible for what is more important than perfectly fair 50/50 distribution.3) Discuss expectations of family time, and couple time during the period. How many dates, family outings, dinners, etc. to stay connected.4) Discuss how you will course correct when things get off track. Accountability from another firm owner, friend, mentor?5) Write everything down and track your metrics from above during busy season.Look at the Business:1) Look honestly at your client list now that you have an hours per week figure in mind.2) Give your business the Realize special: Raise prices, fire clients, hire more help, or do all three. If you’re understaffed proportional to the work you need to do, nothing else will be able to prevent a repeat of the last busy season.Other ideasBuy back your/your wife’s time (we have these all except for the chef. I’m the chef). Without the chef it is about $5,000 a year for us and probably saves us 50+ hours a month.-Twice a month house cleaner-Twice a month yard guy-Pest control-Instacart-Doordash-Home Chef: I have heard of people paying for someone to come once a week to cook meals for the week. They said it was about $150-200 a week.-If your wife is the primary caregiver for the kids, consider part time nanny during the week, if she works, consider additional help during the late evening or early morning when you’re working, or on the weekends.”💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrForwardly http://forwardly.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🛠️ Tools from today’s podHemingway App https://hemingwayapp.com/Otter AI https://otter.ai/Claude https://claude.ai/Hypefury https://hypefury.com/Typeshare https://typeshare.co/Taplio https://taplio.com/carousel💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Check out Patrick’s new pod Inspired or Acquired https://inspiredoracquired.transistor.fm/And following his Twitter here https://twitter.com/patrickdichter💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.comClient Hub https://www.clienthub.app🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaatsYouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The job project I mentioned if you’re an accountant looking for a better gig https://jason.careers/Here’s the original wealth ladder blog post https://nathanbarry.com/wealth-creation/And a link to the illustration I was marking up https://drive.google.com/file/d/1wM0PWSOQLQPjIJHvmPaJQm2m3o60bN-f/view?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Prompt to draft a cold DM to cold on a podcast: You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs: • Call out related pod episode they did that you liked and why in 1 sentence • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same type of people who are in this person’s podcast audience) • Give three potential topics for a high converting, super valuable pod episode where we discuss something relevant to my expertise • Give them next steps in 1 sentence (book a time on my calendar to discuss, or let me know if they’d like me to outline one of the episode ideas further Draft a cold DM using this framework, it's a pod about taxidermy companies, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points. Prompt to draft a cold DM to a potential client: You're going to help me draft a cold DM to a potential clients for my acounting and tax firm I use the following framework for writing cold DMs in three sentences: • Call out how you know them and something you respect • Explain what you do in 1 sentence (i run a tax & accounting firm that’s in the process of becoming the go-to firm for people like them) • Then simply offer to provide value to something they’re doing - promoting a webinar, a fundraising event they run, come up with something like that Draft a cold DM using this framework, they're a beekeeper, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points.💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 

Geraldine's links 👇Podcast https://www.businessstrategyforcpas.com/Website https://geraldinecarter.com/LinkedIn https://www.linkedin.com/in/geraldine-carter/Grab the new book here! https://geraldinecarter.com/book💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 

1. Scribe https://scribehow.com/1.5 Whale https://usewhale.io/2. TextExpander https://textexpander.com/3. My task LMS https://mytasklms.com/4. Motion https://www.usemotion.com/5. GoHighLevel https://www.gohighlevel.com/6. RightTool https://righttool.app/7. Pitbull tax resolution software https://www.pitbulltax.com/8. Ignition https://ignitionapp.com/9. Snipd https://www.snipd.com/10. Readwise https://readwise.io/11. Keeper https://keeper.app/12. Brain.fm https://www.brain.fm/13. Judy’s TenKey https://www.judysapps.com/TenKey.htm14. DecisionVault https://decisionvault.com/15. Practice Protect https://practiceprotect.com/16. Calendly https://calendly.com/17. Grammarly https://www.grammarly.com/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Copilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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Here's the episode where we built my AI clone https://youtu.be/LfUvQhIJpkQ?si=-M-DqSB47m5HQy-K💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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🫂 A bunch of accountant communities:Realize (my community) https://rlz.io/Thriveal https://thriveal.com/Bookkeeping Buds https://www.bookkeepingbuds.com/Future Firm Accelerate https://futurefirmaccelerate.com/Roundtable Labs https://www.roundtablelab.com/Bookkeeping Side Hustle https://www.facebook.com/groups/BookkeepingSideHustleGroup/The Workflow Watering Hole https://www.facebook.com/groups/TheWorkflowWateringhole/The Entrepreneurial Accountants https://www.facebook.com/groups/theentrepreneurialaccountants/97 & Up https://www.nerdenterprises.com/97-up-business-academy🧠 Membership Community InfoSome interesting statistics https://www.uscreen.tv/blog/membership-site-statistics/Membership Geeks has a bunch of resources https://www.membershipgeeks.com/A great guide from Mighty Networks https://www.mightynetworks.com/resources/how-to-create-a-membership-website💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa