The Collaboration Room

If ChatGPT still feels confusing instead of helpful, tomorrow’s session is for you.

At 3:00 PM ET, Isaac Perdomo of Opzer is walking through real demos and showing how Projects, GPTs, and Agents can actually fit into an accounting workflow.

Join us inside TCR!

🗓️ This Week in TCR

Collab Cafés on Tue 9 AM ET, Wed 6 PM ET, Thu 12 PM ET.

🔵 Thu 2:15 PM ET • Hold Me, I’m Accountable
🔵 Thu 3 PM ET • ChatGPT 201 w/ Isaac Perdomo
🔵 Fri 12 PM ET • Member Story Spotlight: Brian Davis

And your Collab Circles are in motion this week too.

1040 work is everywhere right now. 👀

In @fortwaynecpa.bsky.social’s New Firm Group, Mike shared what he’s seeing as longtime firm owners retire and close their doors.

Entire client lists are being released. Firms are shedding 1040 work fast.

It’s a big shift new firm owners should be watching.

Raising prices is uncomfortable...

Rewriting the email for 3 weeks is worse.

In our latest newsletter, we shared real price increase letter templates you can actually use and customize. Just to make your life a little easier.

Download it → drive.google.com/file/d/1sAch...

🗓️ This Week in TCR

We are easing back in after Thanksgiving with a very chill lineup.

🔵 Collab Cafés • Tue 9 AM ET | Wed 6 PM ET | Thu 12 PM ET

Drop in, grab coffee, vent, ask questions, or just hang.

Collab Circles are also meeting this week. Check in with your group.

Happy Thanksgiving, TCR. 🤎

So grateful for this space and the people who make it what it is. The honest questions, the shared struggles, the quiet support, and the wins we get to celebrate together.

Whether you’re fully offline today or easing through a slow work moment, we are thankful for you.

“You can do what you want to do.”

In our last Soft Skills session, @accountingasart.bsky.social and @kathyhayden.bsky.social remind us that you don’t have to take on work you dislike or clients who drain you. Build the firm that fits you.

A good one to carry into the holiday week.

#TaxSky #TaxBS

🗓️ This Week in TCR

Holiday week means light schedule, cozy vibes. 🦃🍁🍂

🔵 Collab Café • Tue 9:00 AM ET | Wed 6:00 PM ET | Thu 12:00 PM ET

Drop in for a little company or a breather between stuffing and spreadsheets.

Also, members: don't forget your Collab Circle groups!

Welcome! You are invited to join a meeting: Bandwidth & Boundaries: When Capacity Becomes A Strategy. After registering, you will receive a confirmation email about joining the meeting. Join us for this Live and Interactive session on November 18! You don’t need more hours in the day — you need better control over the ones you already have. This one-hour session is for tax professionals who are tired of running their firms at 110% CPU and calling it “normal.” We’ll walk through how to measure your real human bandwidth, manage incoming client work like a pro, and finally stop letting chaos set your deadlines. You’ll learn how to plan your capacity like an engineer, think like a strategist, and still have time to breathe like a human. And because we believe in real-world solutions, we’ll also show how to take back control of your workflow — letting you manage drop-offs, limit daily workload, and spread out the flow of returns without feeling like you’re drowning in envelopes. Key Takeaways: - You'll learn to Identify your true capacity (and stop pretending you can do it all). - Learn to manage workflow, not chaos. - Build systems that enforce your boundaries for you. - Leave with a practical reboot plan for your firm — and your peace of mind. Who It’s For: Tax professionals & firm owners, and anyone who’s ever said, “It’ll calm down next week,” …and knows it never does. Presented by Rebecca Driscoll (TCR), Brenda Cannon (TYLB), and Richard Roppa-Roberts (RTL). A cooperative collaboration from Roundtable Labs, Take Your Life Back, Tax Pro, & The Collaboration Room.

📢 Today at 2 PM ET.

If your firm has felt like a never-ending game of whack-a-mole, today’s session is for you.

Bandwidth & Boundaries breaks down how to manage capacity without losing your mind, your time, or your weekends.

Register 👇

#TaxSky #TaxBS

🗓️ This Week in TCR

A full lineup of connection and conversation:

🔵 Mon 11 AM ET • @rdriscollcpa.bsky.social's Mastermind
🔵 Tue, Wed, Thurs • Collab Café
🔵 Tue 2 PM ET • Bandwidth & Boundaries
🔵 Wed 1 PM ET • Soft Skills with @accountingasart.bsky.social

Members, don't forget your Collab Circle!

Before the night ends, a quick reminder… Collab Café is happening all week.

It’s easy, laid-back, and one of the best ways to reconnect without pressure.

☕ This week’s Cafés:

🔵 Tue 9:00 AM ET
🔵 Wed 6:00 PM ET
🔵 Thu 12:00 PM ET

Drop in whenever you need a moment. You’re always welcome.

Fort Wayne firm owner Mike Sylvester breaks down how his 3‑partner shop runs a calm, profitable practice: 32‑hour off‑season weeks, no second tax season, and a qualification funnel that turns 530 inquiries into right‑fit clients. We get into a staff-first culture that crushes turnover, adding friction to onboarding, SEO that still works, moving off Intuit payroll, and packaging for 2026. Plus Mike’s take on AI: garbage in, garbage out, and why 60 percent of new clients arrive with a mess. If you want a stable firm that grows on your terms, start here. How I Built My Firm: Incremental, Intentional Growth (w/ Mike Sylvester)

What if running your firm didn’t have to feel like chaos?

🎙️ Mike is back on the mic! This time with Matt Banker of Benchmark Growth.

@fortwaynecpa.bsky.social shares how his three-partner firm runs 32-hour off-season weeks, skips the “second tax season,” and still grows strong. 👇

🗓️ This Week in TCR

Started today with Member Spotlight + Book Club, and we’re rolling from here.

Collab Cafés on Tue, Wed, Thu. ☕ Come as you are.

🔵 Thu 2:15 PM ET • Hold Me, I’m Accountable
🔵 Thu 4:00 PM ET • Demystifying Private Equity
➕ Collab Circles have started

See you inside!

You don’t need a degree to build wealth. A CPA and former Navy nuclear operator explains why trades like electrician, plumber, and welder are surging—and how to invest smarter (starting debt‑free). In this conversation with Mike Sylvester, CPA, we cover the trades shortage, how he went from the Navy to journeyman electrician to CPA at 37, and his simple investing playbook (index funds + gold/silver, tiny crypto, and owning his building/REIT). The Secret to Getting Rich With… What you’ll learn The case for skills over college—and why the trades are a sleeping goldmine The electrician shortage and what it means for pay & opportunity Mike’s path: dropped out → Navy nuke → electrician → CPA His investing rules: pay off debt first, then index funds; why he adds gold/silver and a small crypto slice; plus real estate via REITs/owner‑occupied building How AI/automation will reshape white‑collar work—and why hands‑on skills still... Get Rich Without College: Why the Trades Are Booming (CPA Explains)

We're back with more Mike on the Mic! 🎙️

This podcast episode is all about nontraditional paths and real-world experience. @fortwaynecpa.bsky.social talks about going from Navy to electrician to CPA at 37 and why building a meaningful career isn’t one-size-fits-all.

Listen here 👇

#TaxBS #TaxSky

TCR: Community for Accountants, Bookkeepers & Tax Pros Founded by accountants seeking community, The Collaboration Room offers real support and growth for accountants, bookkeepers, and tax pros.

Collab Circles just launched in TCR and we’re excited about this one.

Small groups of 3–4 members meeting regularly to talk through real firm challenges, decisions, and wins. Not just networking. Actual support.

If you’re in TCR, check your DMs to join. 👍

Not in TCR yet? Now's a great time. 😉

🗓️ This Week in TCR

Collab Cafés on Tues, Wed, and Thurs. ☕ No pressure, just connection and conversation.

🔵 Tue 1 PM ET • Well That Sucked… w/ Katy Ayer
🔵 Thu 3 PM ET • Let ’Em Go w/ @bsuecannon.bsky.social
🔵 Fri 3 PM ET • Form W-9 Changes w/ @ish.tax

See you inside!

Charging for the first meeting can feel bold, but it works. In a session with @fortwaynecpa.bsky.social we talked about how it:

🔵 Reduces “free advice” calls
🔵 Attracts clients who respect your time
🔵 Protects your focus and energy

The goal isn’t more clients. It’s better clients.

#TaxSky #TaxBS

Free Resources from Our Coaches Access free resources from our TCR coaches, including practical guides and templates, to help you everyday in your practice.

Thinking about adding bookkeeping or CAS to your firm?

This month’s free resource from @rdriscollcpa.bsky.social walks through 4 key questions to decide if it’s worth it and how to keep it profitable and sane.

Download the resource today👇

#TaxBS #TaxSky #CPA #Bookkeeping #CAS

🗓️ This Week in TCR

We started with Book Club and we’re rolling into a packed week:

🔵 SchedulEase Demo • Tue 3 PM ET
🔵 Soft Skills with Mary • Wed 1 PM ET
🔵 Onboarding with Mike • Wed 4 PM ET
🔵 Collab Café • Thu 12 PM ET
🔵 Hold Me I’m Accountable • Thu 2:15 PM ET

Coffee + community = balance.

#accountingcommunity #ea #bookkeeper #cpa | The Collaboration Room Such a great question, and one that hits close to home for a lot of firm owners. So, thank you, Henry Huie, CPA, for making this post! There are so many great spaces out there now, and each one has its own vibe and focus. Some lean toward coaching, some toward tech, others toward peer support. What they all have in common is giving firm owners a place to ask questions, compare notes, and feel a little less alone in the chaos. That’s a big part of what makes The Collaboration Room special, too. It’s not just for new firm owners, it’s for anyone who values connection, honesty, and shared experience. We have something for 𝘦𝘷𝘦𝘳𝘺𝘰𝘯𝘦. Some members are just getting started, others are reworking their model after a decade in, and everyone’s learning from each other. Community doesn’t replace experience. It amplifies it. What kind of space has helped...

There are so many great spaces for firm owners, and each brings something different to the table.

We shared some thoughts on how community can amplify experience, not replace it. 💬

Join the conversation on LinkedIn 👇

#TaxBS #TaxSky

We kicked back into gear today with 3 sessions and we’re just getting started.

🗓️ Up next in TCR:

🔵 Retirement Tax Planning w/ @kathyhayden.bsky.social • TOMORROW 1 PM ET
🔵 Mastermind w/ @fortwaynecpa.bsky.social • Thu 4 PM ET
🔵 Meet & Mingle + MAP Survey • Fri

Learn, connect, grow!

Tomorrow’s a full day in TCR.

Start the week with connection, collaboration, and some real talk. Hear firm stories in Member Spotlight, share wins and struggles in Mastermind, and debrief deadline chaos in The Good, The Bad, and The Ugly.

Join us tomorrow 👉 thecollaborationroom.co

#TaxSky #TaxBS

TCR: Community for Accountants, Bookkeepers & Tax Pros Founded by accountants seeking community, The Collaboration Room offers real support and growth for accountants, bookkeepers, and tax pros.

In the home stretch? We see you.

For everyone still triple-checking numbers and chasing signatures—you’re doing it.

When you finally get to breathe, join us for Well That Sucked… with Katy Ayer on Nov 4. It’s the perfect post-deadline place to laugh, vent, and reset.

Not in the community yet? 👇

📅 This Week in TCR

🔵 Hold Me, I’m Accountable • Thu 2:15 PM ET
🔵 Advanced Marketing with @fortwaynecpa.bsky.social • Fri 2 PM ET

From accountability check-ins to smarter client growth, this week’s all about building better systems and better firms.

Free Resources from Our Coaches Access free resources from our TCR coaches, including practical guides and templates, to help you everyday in your practice.

What if your next leads didn’t cost a dime, #TaxBS #TaxSky?

@fortwaynecpa.bsky.social’s new resource, The No-Budget Marketing Plan, walks through how his firm grew its reach without spending a dollar on marketing.

Get a short PDF, 12-minute video, and practical ideas you can actually use.

👇

We’ve all had the “this is an emergency” client call.

Sometimes it’s real (IRS agent in the lobby). Sometimes it’s not.

In Package Pricing with @fortwaynecpa.bsky.social, we talked about setting boundaries and building systems so your day isn’t ruled by someone else’s panic.

Structure = sanity.

Still deep in extension season? Same.

Join us Wednesday at 12 PM ET for Tax Time Triage with @eligabiff.bsky.social. A roundtable built for venting, problem-solving, and remembering you’re doing better than you think.

Bring your chaos and your stories. We’ll bring the calm.

#TaxSky #TaxBS

Today’s Hold Me, I’m Accountable had extra pink power 🎀

@sarasmckinney.bsky.social rocked her Wonder Woman shirt and pink pumpkin in honor of Breast Cancer Awareness Month. She’s a survivor and a reminder of why support and strength matter.

Here’s to courage and community!

#TaxSky #TaxBS

E-filing may feel easier, but paper returns have one big advantage: clear rules.

In our first Ask Ish, @ish.tax, TCR’s Tax Research Specialist, explained how the IRM spells out every step for paper filing, while e-filing leaves gray areas that every tax pro should understand.

#TaxSky #TaxBS

📅 This Week in TCR

Happening today:
🔵 Circular 230 with @fortwaynecpa.bsky.social • 2 PM ET
🔵 Book Club: The Gifts of Imperfection with @eligabiff.bsky.social • 3 PM ET

Later:
🔵 Hold Me, I’m Accountable • Thu 2:15 PM ET

Learning, courage, and a little accountability. Join us!

#TaxSky #TaxBS