The Collaboration Room

The 2025 @taxretreat.org Yearbook is in production 📚✨ The “yearbook committee” is hard at work making sure every photo, name, and hilarious moment gets its proper spotlight.

Sharpen your pens and start practicing your “HAGS.” The big reveal is tomorrow, #TaxRetreat!

🥞 vs 🧇

We were proud to sponsor the Pancakes and Waffles lunch at the @taxretreat.org!

Our cofounders represented their chosen sides well: @rdriscollcpa.bsky.social on Team Waffle, @fortwaynecpa.bsky.social on Team Pancake.

Carbs were consumed. Opinions were shared. Friendships survived.

Tax Retreat '25 Photo collection by Enya Business

Check out the gallery here: enyaface.pixieset.com/taxretreat25/

And yes, we know you’re waiting for the 2025 Tax Retreat Yearbook from @tcrtalks.bsky.social . 📚 Senior photos take time, but it’ll be worth the wait. Get excited because yearbook signing day is coming this Friday.

🗓️ This Week in TCR

One event. A good one.

Hold Me, I’m Accountable is this Thursday, Aug 7 at 2:15 PM ET!

Show up with a goal. Leave with motivation.

This one’s for you if you need an accountability buddy for the week! 🤝

Most clients don’t know the EV credit ends 9/30/25, or that home energy upgrades have to be done by year-end 2025.

In @fortwaynecpa.bsky.social’s New Firm Group, he keep it simple: send the email, save them money, earn their trust.

That’s how you build a firm people talk about.

#TaxSky #TaxBS

Firm tech shouldn’t be guesswork.

Rob Pasquesi created a free tool that lets you anonymously compare what firms your size are using.

We got the inside scoop during his TCR demo and it’s already sparking ideas.

#TaxSky #TaxBS #FirmTools #TechStack

Back from the #TaxRetreat and back at it. Here’s what’s on deck in TCR this week:

🟢 Compensation Roundtable
🟢 Mike’s Mastermind – Tues 5 PM ET
🟢 Hold Me, I’m Accountable – Thurs 2:15 PM ET

Your reminder that summer goals need summer support.

🗓 This week in TCR:

🔵 Roast My Website is back today at 2PM ET.

🔵 We’re heading to @taxretreat.org! @fortwaynecpa.bsky.social and @rdriscollcpa.bsky.social will both be present. Be sure to come say hello at the Pancakes & Waffles lunch. 🥞 🧇

TfP 011. The Influence of Coaching on Firm Growth Rebecca Driscoll shares her journey from public accounting to founding her own CAS and Tax practice, emphasizing the importance of internal CAS practices and coaching.

You know Mike on the Mic… now get ready for Rebecca on the Record. (Still workshopping this one… 😂)

@rdriscollcpa.bsky.social joined the AICPA podcast to talk about coaching, CAS, and what firm growth actually looks like.

🎧 Give it a listen 👇

Costs are rising. Clients are asking why.

@rdriscollcpa.bsky.social shared a smart way to frame it:

🟢 It’s not random. It’s about growing complexity.
🟢 Higher fees = more value.
🟢 It’s an investment on both sides.

Clear, confident communication wins.

#TaxSky #TaxBS

You down with OBB…B?
Yeah, you know we had to make a space for it.

TCR’s new #OBBB space is for:
• Letter drafts
• Resource swaps
• Real-time peer support

We’re all figuring this out together, #TaxSky #TaxBS: thecollaborationroom.co

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.

🗓 This Week in TCR:

🟢 Tues: Rebecca’s Mastermind (2PM ET)
🟢 Thurs: Hold Me, I’m Accountable (2:15PM ET)
🟢 Thurs: SAM Tech Demo (4PM ET)

Three very different ways to connect, plan, and stop working in a vacuum. We saved you a seat: thecollaborationroom.co

Now that’s a rivalry lunch worth sponsoring!

Better clients, zero ad budget:

• Email 10 happiest clients your Google review link

• A few will post 5-stars in minutes

• Repeat every two weeks, watch leads mention your reviews

Free, quick, and it works. Thanks for the tip, @fortwaynecpa.bsky.social!

#TaxSky #TaxBS #FirmMarketing

🗓️ This Week in TCR

Wed 4 PM ET – Roast My Website

It's a new TCR series! We’re roasting firm websites (nicely). Learn what works, what doesn’t, and why your homepage might be scaring off leads. It’s marketing advice with a side of spice.

Join us 👉 thecollaborationroom.co

#TaxSky #TaxBS

📅 Today at 1 PM ET

What do you do when your $0 marketing funnel brings in 600+ leads a year… but not all of them are great?

Want better leads and less chaos onboarding them? @fortwaynecpa.bsky.social is sharing what he’s changing to make both happen.

Join in, #TaxSky 👉 thecollaborationroom.co

In @rdriscollcpa.bsky.social’s latest session, members talked pricing, but the conversation got deeper.

It’s not just about raising rates. It’s about figuring out who your firm is really built to serve.

Once you know that, everything clicks into place.

#TaxSky #TaxBS #FirmSupport #PricingTips

We’re here as a sponsor, but also as true believers in what this community stands for.

The #TaxRetreat brings together professionals from every corner of the industry, and we’re proud to support a space where collaboration makes us stronger.

See you there!

🗓️ This Week in TCR:

Busy week in TCR and the line-up’s solid:

◽ Tue – Pricing Support w/ Rebecca
◽ Wed – Mike’s Mastermind (5+ FTEs)
◽ Thu – Hold Me, I’m Accountable w/ Enya
◽ Thu – 3-Tier Tax Proposals w/ Melissa
◽ Fri – Marketing Changes w/ Mike

See you inside, #TaxSky #TaxBS!

Selling a firm? It’s a process, not just a sale.

@fortwaynecpa.bsky.social shared what most firm owners miss:

• They wait too long
• They don’t build systems
• They forget to protect themselves

If it’s all still in your head, you’re not ready to sell.

#TaxSky #FirmSupport #SuccessionTips

We agree!

He does love the polls!

Thinking about selling your firm?

@fortwaynecpa.bsky.social’s seen it all, from solid exits to total disasters. He’s breaking it down this Thursday.

📅 June 19 | 4PM ET
📍 Live in TCR

What buyers want. What to avoid. What boosts your value. It’s all here.

#TaxSky #TaxBS #FirmSupport

🗓️ This week in TCR:

Wed, Jun 18: Katy Ayer’s showing how she makes fast, client-friendly 1040 videos that don’t take hours. (Spoiler: It’s way more doable than you think.)

Thurs, Jun 19: @fortwaynecpa.bsky.social's breaking down firm sales. What to know. What to avoid. What makes it worth it.

Still buzzing from #ENGAGE25?

We get it. The vibe is real, until you’re back at your desk… alone.

TCR brings the hallway chats and happy hour convos into everyday life.

Coworking rooms. A peer directory. Real support.

No badge required. #TaxSky #TaxBS

Coach @eligabiff.bsky.social dropped a gem in her KISS & Tell session:

Feeling overwhelmed? Practice the pause.

💡 Read the email. Don’t rush the reply.
💡 Set your pace. Not theirs.
💡 Schedule it for tomorrow. It can wait.

Better communication starts with space.

#TaxSky #FirmSupport

a man in a purple vest is smiling and saying you won ALT: a man in a purple vest is smiling and saying you won

📬 And the winners of the TCR Matchmaker Giveaway are…

💌 Karl Strube — You just won a free month in TCR! DM us to claim your prize.

💌 Jeffery England — You’re our member winner! Message Rebecca Driscoll in the community to get set up.

Thanks for joining the Matchmaker fun, #TaxSky #TaxBS!

🗓️ #ThisWeekInTCR, just good software talk and a little summer suspense.

On Thursday, Katy Ayer will walk us through her Firm360 setup. If you’re weighing options, come see how it really works.

Also, we’re dropping the Matchmaker winner this week. 💘

#TaxSky #TaxBS

Connection and the “small world” moments that make TCR special.

In a recent session, @fortwaynecpa.bsky.social and Jason realized they’d both been tied to the same Navy base in the early ’90s—one working on subs, the other visiting his dad.

Real connection makes the world feel a whole lot smaller.

Yes! The web of great referral partners runs deep. When you build real relationships across those spaces, it opens doors most firm owners don’t even think to knock on.