Before everyone closes their laptops for the weekend, we want to highlight an awesome session from @Eligabiff coming up on Monday. Most firm owners don’t need more time. They need to stop doing the wrong tasks. From Solo to Supported @ 3 PM ET 👉 thecollaborationroom.co

One of the biggest takeaways from our Claude & AI Agents session with @IsaacCP9 of @meetopzer is that permissions matter. As firms connect tools like Gmail to AI, you need clear boundaries around what AI can do on its own, what needs approval, and what should stay off-limits.

Excited to be speaking at #TaxRetreat26 in San Antonio, Texas from June 3–6! I've never even been to TX! And extra pumped about @TCRTalks bringing CPE/CE to the party. Also, I think Letsfixyourfirm.com is making its debut on the t-shirts this year I'm speaking about: 📷 Pricing Without Panic: Subscriptions, Packages, & Charging for Value    📷 Thursday    📷 2:30 PM – 3:30 PM CT Can't wait to help you run your firm the way you WISH you could, starting with pricing. Learn more: taxretreat.org/   ·   #TaxRetreat26 #TaxTwitter

Super pumped for a new monthly hands-on workshop we just launched in @TCRTalks called Automate Live, led by @meetopzer's founder, @IsaacCP9! Bring Isaac the thing you reaaally wish you could automate in your firm and he'll show you how to make it happen...LIVE! 😍 First one is June 18th 2pm EST. It'll be recorded AND converted into self-study CPE in The Collaboration Room.

Spotlight on the communities of #TaxRetreat26. 💛 Community is such a big part of what makes this industry better, and we’re grateful to have groups that create spaces for connection, collaboration, and support joining us this year. 🤠 Big thanks to Counter, @TCRTalks, @RoundtableLabs, and Fiscal Clinic for being part of the Retreat community. 🎉

🗓️ This Week in TCR Before jumping back into the week, we want to acknowledge Memorial Day and honor those who gave their lives in service to our country 🇺🇸 Rebecca’s Mastermind Group is back Friday. Firm challenges, wins, AI conversations, and more!

Continuing our series where we asked members to finish this sentence: TCR is the place for... @sarasmckinney shares not the place for, but a place to. 💙 Learning, sharing, and commiserating. No matter where you are in your career. That is TCR 👉 thecollaborationroom.co

I sold my firm because I'd rather be doing this work instead. Coaching firm owners through the conversations I spent years avoiding in my own practice — the ones about fees, scope, the client who's quietly become a problem. Turns out those are the conversations I love when they're someone else's! My boundaries weren't perfect AT ALL. That's part of why I write about them now. Here's what I've realized since: Most firm owners try to fix the operations first. The tech, the pricing, the workflow. Operations matter — but starting there is a bandaid. The boundary work has to come first. So I started writing about it. Firm owners send me their hardest conversations — the price increase they can't send, the client they've wanted to fire for years — and I reframe them publicly into something doable. It's called The Reframe. It runs every Tuesday. If you're great at boundaries already, you're not my audience. The Reframe is for the rest of us. Submit yours → thereframe.co/#submit

most of us started our firms by handing clients our personal cell number. it felt generous. then it became the thing we couldn't undo. here's the part we skip: have you actually just asked them to stop calling your cell? plainly? most of us never do. every time you answer the personal call anyway, you teach them they're the exception to the rule. rewrite the voicemail message. keep a templated text ready. then ask — and remind as often as it takes. you're not pushing them away. you're doing this for them.

🗓️ This Week in TCR AI moves fast and it’s hard to tell what’s actually useful for firms. Thursday's event with @meetopzer covers what’s changed with Claude and AI agents in the last 6 months, real use cases, and security concerns around client data. 👉 thecollaborationroom.co

Title of a post in @TCRTalks today: “I feel like this is a dumb question, but this is a safe place to ask” 🥹

Happy Friday! If you know a CPA, EA, bookkeeper, or anyone running a firm who could use a good community, tell them about TCR. Peer support, live sessions, and CPE & CE all in one place. Members get a free month for referral 👉 thecollaborationroom.co thecollaborationroom.co

Did you hear... CPE and CE! 📢 HUGE thanks to @TCRTalks!

We always want to be a part of community showing up beyond the community. CPE and CE are now live inside TCR, and we are so excited to bring that benefit to @taxretreat attendees too. This is exactly what we built this for! 💙

Okay, enough tax talk for a minute. 😅 How was everyone’s Mother’s Day weekend? Did you rest? Go somewhere fun? Finally stop checking your email for a few hours? Drop your highlights (or photos!) below 👇

Yesterday's Claude Edition Mastermind with @RDriscollCPA went past the surface on AI and what it actually means for firm owners. The conversation landed somewhere worth sharing. Not fear, just possibility. How are you thinking about AI right now? 👉 thecollaborationroom.co

We asked our members to finish this sentence: TCR is the place for... This response is kicking off the series. When someone tells you they feel like they belong in a room, that is not something you manufacture. That is just what this community is. thecollaborationroom.co

I have not posted in a long time... It has been a rough 5 months... I have a pretty severe case of burnout... I have not been able to focus at all. Since I cannot focus it has made everything really hard... My focus has improved a little. I am working on getting back to my normal self... It will take time... But I am working on it... Many of you have reached out to me and I appreciate it. This is something I have to work out for myself! Better days are ahead...

🗓️ This Week in TCR @RDriscollCPA’s Mastermind is Wednesday. If you’ve had something sitting in your head you wish you could talk through with people who get it, this is that space. ⏰ This Wednesday @ 2 PM ET All firm sizes welcome!

I'm starting a weekly column called The Reframe. for accountants who know what to do — raise the price, fire the client, hold the deadline — and can't quite do it. every issue answers a real submission. first one drops tomorrow, 5/5! bring me the boundary you can't hold: → thereframe.co/#submit