the collaboration room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
the disruptors
with liz farr
before they co-founded the collaboration room, rebecca driscoll and mike sylvester, ceo of sbs cpa group, had both been helping accountants with challenges on an informal basis.
“it felt kind of like disorganized, and we just needed one place,” driscoll explains.
in this episode: the collaboration room | brenda cannon | mike sylvester | schedulease | take your life back tax pro community | tax retreat |
more disruptors: candy bellau: the $350 pricing mistake that nearly broke this boutique firm | the disruptors |poe: what p.e. really wants from firms | the disruptors | blake oliver: build a biz that runs without you | daiber: use succession as a growth strategy | cannon: busy season is self-inflicted | carroll: when one person can break the firm | rampe: build a roadmap even when the road’s not there | chang: killing saly, one agent at a time |
after brenda cannon, co-founder of cannon & associates and founder of schedulease and the take your life back tax pro community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “it doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” driscoll says.
to read the full article