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🗓 This Week in TCR: 🟢 Tues: Rebecca’s Mastermind (2PM ET) 🟢 Thurs: Accountability Check-In (2:15PM ET) 🟢 Thurs: SAM Tech Demo (4PM ET) Show up for yourself, your firm, and the people who get it: thecollaborationroom.co thecollaborationroom.co

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, #TaxTwitter: thecollaborationroom.co

Thank you American Institute of CPAs for interviewing me on your Transforming: Tales of Business Evolution podcast. If you’re interested in hearing the story of my accounting journey, give it a listen! podcasts.apple.com/us/podcast/tfp…

This was a fun podcast! I enjoyed it... Thanks Zane...

Rising costs? Don’t dodge it. In Rebecca Driscoll, CPA’s mastermind, she shared how to reframe the convo: ✅ Complexity’s up because of regs ✅ Higher fees = better client support ✅ It’s not about blame, it’s about value Always keep it real #TaxTwitter. What’s your take?

You know Mike on the Mic… now get ready for Rebecca on the Record. (Still workshopping this one… 😂) Rebecca Driscoll, CPA joined the American Institute of CPAs podcast to talk about coaching, CAS, and what firm growth actually looks like. 🎧 Give it a listen 👇 aicpa-cima.com/membership/pod…

Yearbook club, reporting for duty 🫡

🗓 This week in TCR: 🔵 Roast My Website is back today at 2PM ET. 🔵 We’re heading to TaxRetreat 🥞🧇! Mike Sylvester, CPA and Rebecca Driscoll, CPA will both be present. Be sure to come say hello at the Pancakes & Waffles lunch. 🥞 🧇

It was so hard to say goodbye to my little ones this morning (oh and husband lol). 😭 but, I will say, traveling without a 2 & 3 year old is LUXURIOUS. On my way to my very first TaxRetreat 🥞🧇 to represent The Collaboration Room! It’s so strange to be kidless AND to not need to bring my laptop

Great discussion on the importance of community! #TaxRetreat2025 Logan Graf Richard Roppa-Roberts (he/him) @RoundtableLabs The Collaboration Room Brenda Cannon, CPA Rebecca Driscoll, CPA

Nothing better than a good rivalry that involves good food! Thank you TaxRetreat 🥞🧇 for having us! It was an honor to sponsor the Pancakes & Waffles lunch. 🥞🧇 Who was able to grab one of Mercury’s fun luggage tags? Such a nice surprise!

Mercury TaxRetreat 🥞🧇 Laura Crean, ACA Waffles are the best. 🤤 Sorry Mike Sylvester, CPA but Rebecca Driscoll, CPA will support me The Collaboration Room #TaxTwitter

I just love the TaxRetreat 🥞🧇. It is, by far, the best three conferences I have attended. 23, 24, 25. All had a different feel, all were amazing. The amount of friends and contacts I have made at this event is incredible. There are so many great people, that it is impossible

Back from #TaxRetreat and ready to roll. This week in TCR: 🟢 Compensation Roundtable 🟢 Mike’s Mastermind – Tues 5PM ET 🟢 Hold Me I’m Accountable – Thurs 2:15PM ET Show up, speak up, and maybe even get that thing done.

Bill Kinney, CPA, EA TaxRetreat 🥞🧇 You missed a panel I was on? Shame... 😛 Based on where you are in/andyour practice, as the community rep who's on five of the well-known ones, I second Jessica Smith, EA 💪🏼, NTPI Fellow, not a CPA 's recommendation of The Collaboration Room (The Collaboration Room) as a good starting point.

Zachary Hellman, EA, CFE Bill Kinney, CPA, EA TaxRetreat 🥞🧇 Jessica Smith, EA 💪🏼, NTPI Fellow, not a CPA The Collaboration Room 1. The active membership is a melting pot: generalist/specialist, firm size, years in practice... lots of varied & valuable perspectives. 2. The plethora of available sessions - soft-skills, collaborative roundtable/mastermind, guest experts. For someone much more comfortable

Things are going well in The Collaboration Room, a community where bookkeepers, accountants, and tax professionals work together to grow and improve their firms. The Collaboration Room Rebecca Driscoll, CPA We generally have 35-40 posts per week from various people providing advice, asking

Curious what other firms your size are using? Rob Pasquesi, CPA built a free tool to show you. No logins. No pressure. Just real comparisons from real firms. Here’s a quick look from his demo in TCR. #TaxTwitter #FirmTech #TechStack

Tax credits are expiring, but most clients have no idea. 🚗 EV credit? Ends 9/30/25. 🏠 Home energy credits? Gone after 2025. In his New Firm Group, Mike Sylvester, CPA talked about using simple email updates to get ahead and build trust. Smart. Easy. Effective. #TaxTwitter