We help bookkeepers find clients, make more money and build businesses they love. Join our free community for bookkeepers and accountants. The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of th ...
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Discover 5 Ways to Increase Profit and Cash-flow for your Small Business without having to save and pinch pennies.
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Episode 276: Learn how to earn more and work less
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This week on the Bookkeepers Podcast, Jo Wood and Zoe Whitman speak with Natasha Britton about earning more while working less. Natasha, who transitioned from the beauty industry to online business mentoring, shares her insights and experiences. Together, they explore strategies for optimizing business practices to increase revenue and reduce workl…
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Overcoming Impostor Syndrome: Tips for Conquering Doubt in Your Business Journey
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In this solo episode, Alyssa Lang covers what it is like to deal with imposter syndrome when it comes to your business and how to navigate it as your business grows and changes. In this episode you’ll hear: What imposter syndrome is and how it sneaks up on you How to remind yourself that you are not an imposter How to lean on support to get through…
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Marcel Petitpas: How To Measure and Improve Financial Profitability
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Marcel Petitpas, CEO & Co-Founder of Parakeeto, and head strategic coach at SaaS Academy by Dan Martell. Marcel brings a wealth of knowledge and expertise in helping agencies measure and improve their profitability through streamlined operations and reporti…
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CAS vs. CAAS vs. Profit First w/ Ron Saharyan
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On this episode of Growing Your Firm, host David Cristello welcomes back Ron Saharyan, co-founder of Profit First Professionals. They explore the concept of value pricing and its importance in pricing services based on the value provided. The conversation delves into various topics, with a promise of exciting announcements between Jetpack and Profi…
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How to Navigate New Hires, Trainings, and Different Learning Styles with Megan Dziewicki
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Alyssa Lang interviews Megan Dziewicki, Owner and Founder of CLEAN Bookkeeping, about navigating health issues and running a business by hiring the right people to support you when you need them most in your bookkeeping In this episode you’ll hear: How to navigate health issues with managing your business What it’s like to be at a point in business…
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Episode 275: What Bookkeepers Need To Know About Accountex
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This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are speaking to Caroline Hobden, the portfolio director of Accountex, about the upcoming Accountex event in London. They discuss the significance of the event for bookkeepers, the exciting features attendees can look forward to, and tips on how to make the most of the experience.Key Dis…
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Geraldine Carter: How CPAs Can Get Down to 40 Hours
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Show Summary In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Addit…
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Episode 274: How To Get Started With Networking
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Jo and Zoe will be joined by Chris Rabbitt and Simon Glenn from Meeow to talk about how you can get started with networkingOleh The 6 Figure Bookkeeper
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Billie Anne Grigg: Insider Access Look on Profit First Professionals
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in …
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Unlocking the Secrets of Advisory, Niching Down, and Communication w/ Geni Whitehouse
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…
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Epsiode 269: How To Succeed As An Introvert Business Owner
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In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying tru…
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Episode 269: Introvert tips for Bookkeepers
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In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying tru…
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Episode 273: How Bookkeepers Can Build Better Systems And Processes
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In this episode of The Bookkeepers' Podcast, we speak to Alexis Kingsbury of AirManual about how to simplify your bookkeeping processes and systems. We discussed how bookkeepers can build great systems and processes more simply, we discussed how documentation isnn't a task to be done as "homework" once the process is embedded and how documenting bu…
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Episode 272: How to Perform a Client Financial Health Check
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In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Gareth Salomon from Xenon Connect. We discussed cloud-based bookkeeping tools designed for enhanced efficiency and accuracy. Our discussion focused on the creation of Xenon Connect—a tool that significantly streamlines the bookkeeping process by automatically detecting and recti…
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Episode 271: How Swoop Can Help Support Your Clients
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In this episode of The Bookkeepers' Podcast, we spoke to Sam Tasker-Grindley, head of Swoop for Advisors about how bookkeepers and accountants can help their clients with savings, funding and grants. We discussed the upcoming webinar with Swoop on 24th April 2024.Register here: https://us06web.zoom.us/webinar/register/WN_i2XiF2xqQGu0nJvzpZV7Kg#/reg…
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Episode 270: How I’m building my bookkeeping practice in my early 20’s
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This week on The Bookkeepers' Podcast Jo and Zoe will be joined by Ben Perry. Ben started his career as an Apprentice in an Accountancy Practice and has built his own practice at an early age. They'll be talking about his journey so far.We discussed:Leaving university and starting a bookkeeping business at 20Overcoming age discrimination. Social me…
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Finding Your Niche, Building Community, and Embracing Personal Growth in Bookkeeping with Abby Budd
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Alyssa Lang interviews Abby Budd, Owner and Founder of Budd Accounting Solutions, and they discuss all things from what it was like at the beginning stages of her business to where she is at now and what she had to do to get there. In this episode you’ll hear: How the priorities in business shift from the beginning to scaling Why you should surroun…
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Inna Korenzvit: Running a Successful Accounting Firm as a Family Business
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we had the pleasure of hosting Inna Korenzvit, an inspiring entrepreneur who embarked on a remarkable journey of returning to the workforce after 15 years of being a homemaker and raising a family. Inna shared her insightful experiences of founding and running her own busin…
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Building a Family Firm, Tax Planning, and Process Best Practices w/ Samantha Santaniello
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Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…
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How To Know What Which Problem Needs To be Fixed In The Business Right Now
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In this solo episode, Alyssa Lang covers how to cut to the chase and focus on the most important things in the business that need your attention by breaking down what core systems there are in the business and how to tackle your problems head on. In this episode you’ll hear: How to identify what systems need your focus and work to improve them How …
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Tim Thompson: Tax Transformation: Turning Junk into Treasure
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, Tim Thompson delves into common misconceptions about taxes within Profit First Circles. He addresses the skepticism often heard from prospects, such as disbelief in their reported income or reluctance to accept their tax obligations. Tim offers insights on navigating these …
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Hitting $1.5M in 36 months (And Selling the Firm)
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Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …
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Streamlining Email Communication with Clients Using Missive with Philippe Lehoux
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Alyssa Lang interviews Philippe Lehoux, the CEO and co-founder of Missive, a collaborative email and team chat app designed to streamline communication and workflow for businesses. They discuss how Missive can help you and your team at your bookkeeping and accounting firm to easily manage emails and communication with clients so you’re not the bott…
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Lori Hardtke: Knowing What You Don't Want
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we welcome Lori Hardtke, the owner and president of ByteWize, Inc. Lori shares her journey of building a successful MSP business while staying true to her vision and values. She reveals that her motivation stemmed from a clear understanding of what she didn't want in her bu…
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How to Sell Advisory Services at Your Firm w/ Adam Lean
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In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…
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Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery
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In this solo episode, Alyssa Lang covers a very special topic about reflecting on her birthday, reflecting on what opportunities the business has created, reflections on what’s brought her here and how you can apply the same process to your reflections. In this episode you’ll hear: What doors, opportunities, ups and downs the business has provided …
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Harley Liechty: Distinguishing Yourself in the Business
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Harley Liechty, the CEO and Founder of Get Better Bookkeeping. Harley shared valuable insights into the journey of his firm's growth and the key factors that have contributed to its success. He discussed the challenges faced during the initial…
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Is AI Overhyped? Is CAS a Necessity? These Questions and More w/ Daniel Hood
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On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…
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Episode 268: Building software into your AML process (Firmcheck on The Bookkeepers' Podcast)
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of the Bookkeepers Podcast, hosts Zoe Whitman and Jo Wood discuss the integration of software into the AML process, featuring guest, Kevin Lord from Firmcheck. We discuss the challenges faced b…
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Episode 267: How I'm growing my Off-Grid Practice (Hayley Baxter on The Bookkeepers' Podcast)
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In our latest podcast episode, we have a chat with Haley Baxter, who runs her accounting business in a way that’s pretty out of the ordinary. Haley lives off-grid, which means no regular electricity, gas, wate…
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Episode 266: Growing a practice through acquisition (Hannah Simpson on The Bookkeepers' Podcast)
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we speak to accountant Hannah Simpson about how she's growing her practice rapidly through acquisition. About us We help bookkeepers find clients, make more money a…
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Episode 265: What is The 6 Figure Bookkeeper? Purpose, Impact and Mission.
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- At Bookkeepers' Bootcamp, we had the opportunity to take a step back to share our journey, how we got started, and why we're so passionate about offering free training to bookkeepers. We've grown this communit…
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Episode 264:Scaling your Bookkeeping Practice with Steve The Finance Guy
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo Wood and Zoe Whitman will be joined by Stephen Lott.Stephen is a professor at Georgia State University, teaching entrepreneurship. He brings over 15 years of experience…
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Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement
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In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process. In this episode you’ll hear: What steps to take to make improvements after core processes and seasons in the business How to approach clients and team for feedback How to know what to f…
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Kathy Dise: Budgeting Strategies
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Kathy Dise, the founder of BudgetEase, to share her insights on financial management strategies. Kathy emphasizes the critical importance of conducting monthly meetings with clients to ensure ongoing success. These regular check-ins provide an oppo…
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Working 2 Hours / Week, Running a $1.6M Firm, and Rapping with Scotty Scarano
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On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…
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Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase
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Alyssa Lang interviews Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more…
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10 Years of Profit First: A Special GMAP Anniversary Episode
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have a special treat for our listeners. The hosts themselves, Mike Michalowicz, author of the renowned book Profit First and Co-Founder of Profit First Professionals, and Ron Saharyan, Managing Director and Co-Founder of Profit First Professionals, alongside our wonderfu…
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Smarter Way to Hire, Output Thinking, and Removing Yourself w/ John Seiffer
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In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…
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Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide
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In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies. In this episode you’ll hear: How to standard your processes and systems to make things more efficient How to build a hig-p…
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Maddie Craig: Building the Brand of YOU
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Maddie Craig, the founder of Blue Cypher Bookkeeping, as our special guest. Maddie shares invaluable insights on being the ultimate brand ambassador for your business, emphasizing the importance of exuding confidence and pride in what you do. She h…
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