The Collaboration Room
@tcrtalks.bsky.social
Empower Your Practice with Every Connection 👥 🌎
Your community for learning, growth, and mentoring, and coaching.
Founded by @rdriscollcpa.bsky.social & @fortwaynecpa.bsky.social.
Join today: https://www.thecollaborationroom.co/
Your community for learning, growth, and mentoring, and coaching.
Founded by @rdriscollcpa.bsky.social & @fortwaynecpa.bsky.social.
Join today: https://www.thecollaborationroom.co/
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
🔵 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
October 30, 2025 at 10:43 PM
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
🔵 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
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.
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.
October 8, 2025 at 9:57 PM
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.
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.
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
@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
October 2, 2025 at 10:47 PM
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
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
September 30, 2025 at 8:32 PM
Tempted to paste a whole return into ChatGPT? Hard no.
From our AI in Tax session with Thomas Shelley, founder of Magnetic: generalize the scenario, never share client data or PDFs, keep IRS 7216 in mind, and verify before you apply. Use
AI as a helper, not a filing cabinet.
#TaxSky #TaxBS
From our AI in Tax session with Thomas Shelley, founder of Magnetic: generalize the scenario, never share client data or PDFs, keep IRS 7216 in mind, and verify before you apply. Use
AI as a helper, not a filing cabinet.
#TaxSky #TaxBS
September 25, 2025 at 11:29 PM
Remember when adults said “it’s always something”?
Turns out… they were right. 😅
In our Hold Me, I’m Accountable session, we laughed about curveballs, chaos, and why it helps to have a crew to check in with. Big plans, medium energy, and a little accountability go a long way.
#TaxSky #TaxBS
Turns out… they were right. 😅
In our Hold Me, I’m Accountable session, we laughed about curveballs, chaos, and why it helps to have a crew to check in with. Big plans, medium energy, and a little accountability go a long way.
#TaxSky #TaxBS
September 19, 2025 at 9:34 PM
What does success mean to you?
In @accountingasart.bsky.social’s Soft Skills session, her answer wasn’t billables or deadlines. It was a day off, feet in the grass, and spotting new mushrooms by the river.
Sometimes success is giving yourself permission to pause, #TaxSky #TaxBS.
In @accountingasart.bsky.social’s Soft Skills session, her answer wasn’t billables or deadlines. It was a day off, feet in the grass, and spotting new mushrooms by the river.
Sometimes success is giving yourself permission to pause, #TaxSky #TaxBS.
September 18, 2025 at 4:32 PM
What does success mean to you?
In @accountingasart.bsky.social’s Soft Skills session, her answer wasn’t billables or deadlines. It was a day off, feet in the grass, and spotting new mushrooms by the river.
Sometimes success is giving yourself permission to pause, #TaxSky #TaxBS.
In @accountingasart.bsky.social’s Soft Skills session, her answer wasn’t billables or deadlines. It was a day off, feet in the grass, and spotting new mushrooms by the river.
Sometimes success is giving yourself permission to pause, #TaxSky #TaxBS.
Not every prospect is your client.
@eligabiff.bsky.social’s Show & Tell highlighted why your process should reflect the clients you want. From clear discovery calls to saying no to crypto wallets, boundaries don’t just protect your time, they also attract and keep the right people.
#TaxSky #TaxBS
@eligabiff.bsky.social’s Show & Tell highlighted why your process should reflect the clients you want. From clear discovery calls to saying no to crypto wallets, boundaries don’t just protect your time, they also attract and keep the right people.
#TaxSky #TaxBS
September 12, 2025 at 10:30 PM
Not every prospect is your client.
@eligabiff.bsky.social’s Show & Tell highlighted why your process should reflect the clients you want. From clear discovery calls to saying no to crypto wallets, boundaries don’t just protect your time, they also attract and keep the right people.
#TaxSky #TaxBS
@eligabiff.bsky.social’s Show & Tell highlighted why your process should reflect the clients you want. From clear discovery calls to saying no to crypto wallets, boundaries don’t just protect your time, they also attract and keep the right people.
#TaxSky #TaxBS
Putting client feelings above your own? We’ve all been there.
@rdriscollcpa.bsky.social’s Mastermind dove into why your value matters, and why it’s time to have the pricing conversations you’ve been avoiding.
Your clients deserve your best, and so do you.
#TaxSky #TaxBS
@rdriscollcpa.bsky.social’s Mastermind dove into why your value matters, and why it’s time to have the pricing conversations you’ve been avoiding.
Your clients deserve your best, and so do you.
#TaxSky #TaxBS
September 10, 2025 at 10:51 PM
Putting client feelings above your own? We’ve all been there.
@rdriscollcpa.bsky.social’s Mastermind dove into why your value matters, and why it’s time to have the pricing conversations you’ve been avoiding.
Your clients deserve your best, and so do you.
#TaxSky #TaxBS
@rdriscollcpa.bsky.social’s Mastermind dove into why your value matters, and why it’s time to have the pricing conversations you’ve been avoiding.
Your clients deserve your best, and so do you.
#TaxSky #TaxBS
New clients aren’t the problem. They’re everywhere.
In @fortwaynecpa.bsky.social’s New Firm Group, we talked about how the real challenge is finding the right ones and having a system to reach them without burning out or chasing bad fits.
Clear expectations, better processes, better clients.
In @fortwaynecpa.bsky.social’s New Firm Group, we talked about how the real challenge is finding the right ones and having a system to reach them without burning out or chasing bad fits.
Clear expectations, better processes, better clients.
September 5, 2025 at 11:11 PM
New clients aren’t the problem. They’re everywhere.
In @fortwaynecpa.bsky.social’s New Firm Group, we talked about how the real challenge is finding the right ones and having a system to reach them without burning out or chasing bad fits.
Clear expectations, better processes, better clients.
In @fortwaynecpa.bsky.social’s New Firm Group, we talked about how the real challenge is finding the right ones and having a system to reach them without burning out or chasing bad fits.
Clear expectations, better processes, better clients.
Scared to email clients? You’re not alone.
In today’s Hold Me, I’m Accountable, Enya & @kathyhayden.bsky.social reminded us:
💡 People complain faster than they compliment
💡 Silence ≠ failure
💡 Clients value your outreach, even if they don’t say it
The takeaway: press send.
#TaxSky #TaxBS
In today’s Hold Me, I’m Accountable, Enya & @kathyhayden.bsky.social reminded us:
💡 People complain faster than they compliment
💡 Silence ≠ failure
💡 Clients value your outreach, even if they don’t say it
The takeaway: press send.
#TaxSky #TaxBS
September 5, 2025 at 12:42 AM
Scared to email clients? You’re not alone.
In today’s Hold Me, I’m Accountable, Enya & @kathyhayden.bsky.social reminded us:
💡 People complain faster than they compliment
💡 Silence ≠ failure
💡 Clients value your outreach, even if they don’t say it
The takeaway: press send.
#TaxSky #TaxBS
In today’s Hold Me, I’m Accountable, Enya & @kathyhayden.bsky.social reminded us:
💡 People complain faster than they compliment
💡 Silence ≠ failure
💡 Clients value your outreach, even if they don’t say it
The takeaway: press send.
#TaxSky #TaxBS
@fortwaynecpa.bsky.social says Friday… we say TODAY 😅
He’s so ready to spill on what firm owners actually make that he forgot what day it is.
Today in TCR @ 4 PM ET. Bring your curiosity and let’s talk money, #TaxSky #TaxBS.
He’s so ready to spill on what firm owners actually make that he forgot what day it is.
Today in TCR @ 4 PM ET. Bring your curiosity and let’s talk money, #TaxSky #TaxBS.
August 14, 2025 at 6:00 PM
@fortwaynecpa.bsky.social says Friday… we say TODAY 😅
He’s so ready to spill on what firm owners actually make that he forgot what day it is.
Today in TCR @ 4 PM ET. Bring your curiosity and let’s talk money, #TaxSky #TaxBS.
He’s so ready to spill on what firm owners actually make that he forgot what day it is.
Today in TCR @ 4 PM ET. Bring your curiosity and let’s talk money, #TaxSky #TaxBS.
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
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
July 30, 2025 at 10:23 PM
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
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
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
July 29, 2025 at 10:56 PM
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
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
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
• 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
July 1, 2025 at 10:30 PM
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
• 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
📅 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
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
June 27, 2025 at 12:00 PM
📅 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
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
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
June 26, 2025 at 10:22 PM
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
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
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
@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
June 20, 2025 at 10:12 PM
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
@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
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
@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
June 17, 2025 at 4:12 PM
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
@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