How Dave used Juno to reach 50% net margins at his firm

In this webinar, Dave (founder of Juno and owner of Golden State Accounting) sits down with his team members, Bonnie (CPA/Preparer) and Millie (Admin/Ops), to discuss the evolution of their tax practice. Discover how they successfully transitioned from a traditional, high-turnover model to a modern, highly profitable firm with 50% net margins.

The team dives deep into how leveraging Juno, AI tax prep tool, has completely transformed their day-to-day operations. Learn how administrative staff are "leveling up" to handle initial data entry, while tax preparers and reviewers are freed from tedious manual tasks to focus on complex advisory work and client relationships.

Key Highlights & Timestamps:

• [00:00:50] Introductions: Meet Dave, Bonnie, and Millie, and learn about the evolution of Golden State Accounting.

• [00:06:55] The Catalyst: How COVID-19 and staffing shortages sparked the need for a new business model and inspired the creation of Juno.

• [00:19:12] The Results: Achieving 50% net profit margins, flexible staffing, and reducing time spent on tax returns by up to 50%.

• [00:20:15] The Admin Shift: Millie explains how Juno allows operational staff to handle initial document validation and data entry, eliminating back-and-forth friction.

• [00:43:02] The Preparer's Advantage: Bonnie discusses how eliminating repetitive data entry reduces burnout and allows preparers to focus on high-value advisory work.

• [00:55:13] Live Juno Demo: Dave walks through Juno's core features, including the document extraction (Preparer), automated source-to-return checking (Reviewer), and the AI research assistant (Advisor).

• [01:02:14] Audience Q&A: The team answers questions on how Juno compares to SurePrep, handling Schedule C/E, onboarding, and more.