The Collaboration Room

Empower Your Practice with Every Connection 👥🌎

Real conversations, real support, and real connection.

Founded by @RDriscollCPA, and @FortWayneCPA.

[Rebecca Driscoll, CPA @RDriscollCPA]

Exciting News! Next week in ALFA, one of our members, Joss Graf, is teaching three live Zoom classes: setting up Claude safely (beginner), GitHub for accountants (intermediate), and automation beyond the chatbot with Nishant Makadia (advanced).

Sign up here: https://t.co/r3IA6JMSEi

[Charlie Barmore, CPA, CFE, CVA @cbarmorecpa]

I presented in @TCRTalks yesterday on what being AI-native means to me, and I wanted to share how I think about it.

A common way people describe an AI-native business is one that couldn't operate without AI. That can make sense for a business, but I think about it a little differently for me personally.

When I think about the word native, I think about something that's second nature. Something you don't have to consciously think about doing.

So for me, being AI-native means being comfortable, capable, and confident using AI.

Comfortable means AI is the first thing I reach for. I used to go to YouTube to learn things. Now I just ask AI.

Capable means I've built a few things that work and that I'm proud of, and I've redesigned at least one process I actually use. A lot of that started with low-stakes stuff and doing things a bunch of different ways just to see what works and what doesn't.

Confident means I don't hesitate when a problem comes up, because I have conviction I can figure it out with AI. That's not the same as blind trust. I still check its work, and when it gets something wrong I want to know why and how to prevent it from happening again.

And I think they all build off each other. The more comfortable I got, the more I used it, so the more capable I became. The more capable I became, the more confident I got. And the more confident I got, the more I reached for it. It kind of turned into a flywheel for me.

That's how I'm thinking about it, anyway. Curious if this resonates with others, or how people are thinking about it for themselves.

[The Collaboration Room @TCRTalks]

Same client. More requests. Same fee.
An owner asked TCR how to stop his team saying yes to everything. Another owner shared what’s working in her firm, and he left with a plan.
Stuck on scope? Ask the room.
https://t.co/4EioHlIHow

[Rebecca Driscoll, CPA @RDriscollCPA]

Am I sharing my first article? Yes.
Am I making one of those hip black & white images to go with it? Absolutely not.

It’s about pricing tiers, and why you might not need three. https://t.co/FGdxBTL5eH

[The Collaboration Room @TCRTalks]

A prospect wants proactive advice, but fewer conversations. Would you take them on?
An owner in TCR passed. Nine days later, another member turned one down for the same reason.
Before you say yes, ask your peers in TCR.
https://t.co/4EioHlIHow

[The Collaboration Room @TCRTalks]

ICYMI: TCR turns 2 this month!
@FortWayneCPA and @RDriscollCPA started TCR to create a private space for bookkeeping, accounting & tax firm owners to come together and talk about the real things going on in their firms. It has proven to be exactly that over the past two years and there's even more to come!

New members: use BIRTHDAY at checkout in October for 20% off your first six months.
https://t.co/WuDNzjGSIe

[The Collaboration Room @TCRTalks]

We're so excited to share the Firm Exchange with you all!
https://t.co/dZqXofiSWr

[Rebecca Driscoll, CPA @RDriscollCPA]

I found the buyer for my firm on X and I've been wanting other owners to find each other too! So, I started with a form and a spreadsheet, then kept building with Codex.

Now the Firm Exchange is open to EVERYONE, with free browsing, introductions and matching alerts!

Brought to you by @TCRTalks, where firm owners build connections and share advice.
https://t.co/puMKxAwSkD

[Rebecca Driscoll, CPA @RDriscollCPA]

Happy (actual) Launch Day to my friend, @money_cruncher! His new project, @findcpaco is officially LIVE. I'm extra excited about it because Fall is such a perfect time to give our client lists a refresh and @tcrtalks members get a big discount! 🎉

[The Collaboration Room @TCRTalks]

Congratulations to our friend, @money_cruncher for launching @findcpaco today! 👏

[The Collaboration Room @TCRTalks]

We would love to support you and make you feel less alone! It's actually our birthday month, so we are offering 20% off for your first 6 months of membership, if you're interested. (You can also cancel your membership at any time.) The coupon code is BIRTHDAY. Hope to see you in The Collaboration Room!

[The Collaboration Room @TCRTalks]

You’ve built your firm. Now find your people.

TCR turns 2 this month! 🎉 Join accounting firm owners talking pricing, clients, tax, bookkeeping, AI, and more.

New members: use BIRTHDAY during October for 20% off your first six months.

https://t.co/4EioHlI9yY

[Brenda Cannon, CPA @bsuecannon]

Until we started scheduling tax prep, I didn't have any way of calculating our capacity. Scheduling, and seeing x number of tax returns to complete x number of days was helpful, but there are other non-tax tasks to consider. So, I built a capacity calculator. Check it out and let me know if you like it.

https://t.co/Lk3oTrM9ZI

[The Collaboration Room @TCRTalks]

@IshDtax @money_cruncher 😂

[The Collaboration Room @TCRTalks]

Exciting TCR News!
We’re partnering with The Money Cruncher, CPA to bring TCR members a special deal! If you follow @money_cruncher, you know why we’re excited.

We’ve decided to partner on his newest project, which is about to launch, and we got a special offer for the TCR community.

He is launching a platform that will help people find the right CPA for their needs.. And EAs, he’s working on something for you, too! We’ll share more when those details are ready.

We’re sharing the exclusive member offer inside TCR. One more reason to be part of this community.😀

Become a TCR member to see the deal inside!

[Rebecca Driscoll, CPA @RDriscollCPA]

In 2024, I causally posted on #TaxTwitter “does anyone want to buy a virtual bookkeeping/tax firm” and was absolutely shocked to receive 141 LOIs. My firm was sold within a week or two!

So, I thought I’d try again, only this time, see if I could help connect other accountants to each other! I asked recently if any accountants were interested in buying or selling a firm… I really didn’t know what to do with all of your responses… I just knew that I wanted to find a way to introduce you to each other and see if what happens for me could happen for you too!

Any accountant who wants to buy or sell a firm (or even a portion of their book) can be listed on our private board in The Collaboration Room. Our members are firm owners (the best of the best!) and they can click a button to be introduced to you if they’re interested. Pretty cool, huh?

I’m always trying to think of how we can provide more value to our @TCRTalks members and I’m hoping this will make a difference in someone’s life, just like it did for me!

https://t.co/puMKxAwkv5

[Charlie Barmore, CPA, CFE, CVA @cbarmorecpa]

A few weeks ago I wrote about giving each client a shared room where their agent and ours could work from the same context. I walked through it with a group of firm owners at @TCRTalks this week, and built this visual to show how I'm thinking about it.

There are three spaces in the video, and each has a different purpose.

The client's space is their own. Their business, their family, their plans, and a place to explore ideas with their agent.

They should be able to think through something privately with their agent before deciding to bring us into it.

The shared engagement space is where we come together, both client and accountant + their agents. Current financials, tax returns, documents we're waiting on, decisions we've made and why, and what we're working toward. Both agents can work from that shared context, with permissions around what each can see and do.

Then there's our space as the accountant. Our workpapers, internal notes, research, and review process. A lot of that stays with us. We choose what moves into the shared space, just as the client chooses what comes across from theirs.

That's why the connections between the rooms matter. We're deciding what gets shared, for what purpose, and who/which agents can act on it.

I think of it as radical observability. The client and their agent can see where the engagement stands and understand what's happening, while we both still have room to do our own work.

The goal is for clients to be able to self-inform. If they're lying in bed wondering about hiring someone or buying a truck, their agent has the context to help them start exploring it. When they're ready to bring us in, we can work through the decision with them.

This is a concept walkthrough of the agent native accountant/client relationship I'm building towards.

[The Collaboration Room @TCRTalks]

@PKubeyEA @khayden5 It's okay! @khayden5 will tell you all about it and she even has a free trial she can offer you, I believe!

[The Collaboration Room @TCRTalks]

Tax brackets don't tell the whole story.

Today at 1 ET, @khayden5 walks through her Retirement Tax Mapper that shows how capital gains, NIIT, IRMAA, phase-outs, and SALT interact, and what that means for the next dollar of a client's income.
https://t.co/i6ejbfbJql

[The Collaboration Room @TCRTalks]

@DebFoxFinancial @khayden5 We have the recording available in our Video Library, but I'm sure @khayden5 would be happy to host another demo for #TaxTwitter friends who aren't TCR members!

[Mike Sylvester, CPA @FortWayneCPA]

Please repost!

We are considering selling our CPA firm for the right price.

Please contact me by email at [email protected] if you have strong interest.

2 Million in annual revenue. Over 40% of the work is bookkeeping and payroll. 3 owners. 2 considering stepping away after transition period and 3rd willing to stay for many years.

Over the last 15 years the owners have taken on average 57% of the total revenue home.

Thanks!