Empower Your Practice with Every Connection š„š
A community for learning, growth, and mentoring, and coaching.
Founded by @RDriscollCPA, and @FortWayneCPA.thecollaborationroom.coJoined December 2024
šļø This Week in TCR
We kicked off with @FortWayneCPAās Package Pricing session. All about building better pricing models together.
Up next:
šµ AI in Tax ⢠Tue 3 PM ET
šµ Mikeās Mastermind (Software) ⢠Wed 4 PM ET
šµ Ask @IshDtax ⢠Wed 4 PM ET
#TaxTwitter
Ever had a client issue and thought, āWho can I even ask about this?ā
Thatās why The Collaboration Room exists. A community of accountants and tax pros sharing answers, ideas, and real support. If youāve been looking for your people, youāve found them.
#TaxTwitter
Remember when adults said āitās always somethingā?
Turns out⦠they were right. š
In Hold Me, Iām Accountable, we laughed about how adulthood throws curveballs daily and why having a crew to check in with makes it easier to keep moving and get things done.
#TaxTwitter
Whatās your definition of success?
In @AccountingAsArt's Soft Skills Series, hers wasnāt about work at all. It was a day off, having her feet in the grass, finding mushrooms, and enjoying the river.
A good reminder that success doesnāt always mean more hours, #TaxTwitter.
šļø This Week in TCR
šµ Wed 1 PM ET: @AccountingAsArtās Soft Skills session on finding and living our values ā less fire-fighting, more focus.
šµ Thu 2:15 PM ET: Hold Me, Iām Accountable with Enya Spicer ā for big plans, medium energy, and community backup.
#TaxTwitter
Those Sunday thoughts creeping in? Good news: youāve got help waiting.
The Peer-to-Peer Network is a TCR member feature where you can search by specialty, find real answers, and share your own skills. Start the week knowing your community is ready to back you up.
#TaxTwitter
Not every prospect is your client.
In @Eligabiffās Show & Tell, we dug into why your sales process should filter for the clients you actually want. From clear discovery calls to boundaries (even saying no to crypto wallets), the right rules attract the right people.
#TaxTwitter
Avoiding tough pricing talks? Youāre not alone.
In @RDriscollCPAās Mastermind, we discussed why your value matters and why prioritizing yourself helps all your clients.
Have the hard conversations. Set the boundary. Protect your time.
#TaxTwitter
šļø This Week in TCR
Kicked off with Members Get to Know You this morning. Missed it? More coming!
šµ @RDriscollCPAās Mastermind ⢠Wed 1 PM ET ⢠tackle challenges + share ideas
šµ @Eligabiffās Sales Process Show & Tell ⢠Fri 1 PM ET ⢠improve discovery + pricing
#TaxTwitter
Finding clients isnāt the hard part. Theyāre everywhere.
In @FortWayneCPAās New Firm Group, he shared how the real work is building a system that attracts the right ones and having the confidence to say no to the wrong ones.
Clear expectations, better processes, better clients.
Long post about changes in our industry and communities and conferences.
The accounting, bookkeeping, tax, and advisory world is changing quickly due to automation, AI, and outsourcing. I personally think 2020 - 2029 (Ten year period) will have the most change in the industryā¦
Not sure if you should send that client email?
Today in Hold Me, Iām Accountable, @EnyaSpicer & @khayden5 reminded us:
⨠People complain louder than they praise
⨠Silence ā failure
⨠Positive feedback exists, even when unsaid
Donāt overthink it. Hit send.
#TaxTwitter
The core of #TaxRetreat has always been community ā finding your people + building real connections. ššš§”
Attendees: donāt forget your perks! Counter, @RoundtableLabs, @TCRTalks, Ask a CPA & Nonprofit Krewe have special offers waiting.
Good deals. Great people. Tell āem weā¦
š This Week in TCR
Two sessions to get you unstuck:
š¹ Thu 2:15 ET ā Hold Me, Iām Accountable: set a goal, get support, get moving
š¹ Fri 1 ET ā @FortWayneCPAās New Firm Group: Q&A, strategies, & startup insights
Join us and get ahead this week, #TaxTwitter!
Out of the different PE backed groups and M&A experts I have talked to recently we will have two of them come in to @TCRTalks and give a one hour presentation on where our industry is headed... Likely one in September and one in October after the 15th.
I think it is importantā¦
24 Followers 214 FollowingIn the pursuit of becoming a Chartered Accountant.
Currently Making taxes, Gst & bookkeeping easy for businesses in India and US.
Partner @Wert Consultancy
291 Followers 821 FollowingChristian, bean counter, ex-SWO. Anchoring the world against creeping communism. De minimis non curat lex.
Irregular verbs: sink, sank, sunk
64 Followers 85 FollowingCharlotte CPA, enjoys helping clients with tax and accounting services. Also certified expert in hearding small children (four so far).
1K Followers 601 FollowingCPA, consultant, writer/publisher; health care admin, small business guru, fraud buster; worn out prof, doting grandpa: Buckeye
93 Followers 289 FollowingCPA dedicated to resolving disputes out of court as a financial professional in divorce and civil collaborative. Business Valuation, Forensic Accounting,Tax.
262 Followers 2K FollowingBy day, tax attorney and accountant focused on emerging industries. By night, Baritone Saxophone player. Opinions expressed are mine.
1K Followers 2K FollowingLUNDEEN ABRAMS ADVISORS #TrustedAdvisors for #IndependentWomen . Tweets on #WomenandWealth #Legacy and #Impact Please see website for disclosures.
64 Followers 85 FollowingCharlotte CPA, enjoys helping clients with tax and accounting services. Also certified expert in hearding small children (four so far).
93 Followers 289 FollowingCPA dedicated to resolving disputes out of court as a financial professional in divorce and civil collaborative. Business Valuation, Forensic Accounting,Tax.
4K Followers 4K Following#AICPA Senior Manager- Tax Practice & Ethics Team | #CPA | #UNC Tarheel | Wife & mom to a mini me and 2 fur babies | Proud #IMMT finisher | Views are mine
381 Followers 255 FollowingMiamiās Hottest CPA Firm for Tax Preparation & Strategy, CFO Services, Real Estate, and More. Helping Clients Grow Their Wealth šø
329 Followers 2K FollowingEnrolled Agent with IRS: Practitioner since 2008, Native New Yorker, Half-Canuck, New York Rangers, Beastie Boys, Running, Cooking, Spicy Food, Kindle Addict
79 Followers 175 FollowingPatrick R. Keen is a Certified Public Accountant and a Partner at Sharkey Piccirillo & Keen, LLP, a full-service accounting firm in DuBois, Pennsylvania.
455 Followers 463 FollowingI'm a tax professional, business strategy expert, nonprofit board member, and Senior Customer Success Executive for a Fortune 500 company.
1K Followers 2K Followingāļø Believer, husband, father, former youth FB coach. Lincoln, NE #CPA #Tax #NIL #Athletes #RealEstate. Huskers. šŗšøš®š¹ My full bio can be found on link below.
916 Followers 404 FollowingI am an Enrolled Agent & Certified Fraud Examiner - Federally licensed with unlimited rights to represent taxpayers before the IRS practicing in Los Angeles, CA
2K Followers 1K FollowingI help digital nomads and non-profits with their taxes. Photographer | Skier | Outdoors Enthusiast | UO Alum Have CPA, will travel. Building a lifestyle firm.
3K Followers 1K FollowingCPA, animal lover, fierce protector of pollinators š š¦ Passionate about permanently moving the US tax deadline and founder/creator of @do_io_tax
2K Followers 426 Following2026 #TaxRetreat will be some place and some time fabulous...details to come. The Anti-Conference for #TaxTwitter to connect beyond the keyboard! #TaxRetreat26
262 Followers 350 FollowingMessner & Hadley, LLP, located in Victorville, CA, is a full-service, tax preparation, CPA firm focusing on business and personal income tax.
516 Followers 2K FollowingCPA, tax partner, real estate and private equity, La Salle Univ, and Villanova grad tax, Paul VI. Golfer, sports fan, history nut, gentleman farmer wanna be
548 Followers 917 FollowingCPA, tax practitioner & business owner. Penn State grad. Husband, father, sports fanatic, and avid runner. Houston Rockets, Astros, and Penn State fan.
190 Followers 1K FollowingPhilly Based CPA, Managing Member of J. Cohen CPAs & Advisors (20 staff). Real Estate. Previously 5 yrs as Board Chair of @phillyjfm_
628 Followers 5K FollowingFan of Tax Preparation
Bills Die Hard #BillsMafia
Dodgers #BlueCrew
LA born BUFFALO grown
//
Poker and below average golfer ā ļøā³š»
100 Followers 191 FollowingMarketing, technology, and more.
Views and jokes are mine. š
DM me on LinkedIn for faster response times š„
Go drink some water