This is what scaling ChatGPT inside a firm can actually look like.

In ChatGPT 201, Isaac of Opzer shared a real example of automating financial reviews across dozens of clients so insights show up where teams already work.

It’s not about speed. It’s about building processes that hold as you grow.

1040 work is everywhere right now. 👀

In @fortwaynecpa.bsky.social’s New Firm Group, Mike shared what he’s seeing as longtime firm owners retire and close their doors.

Entire client lists are being released. Firms are shedding 1040 work fast.

It’s a big shift new firm owners should be watching.

“You can do what you want to do.”

In our last Soft Skills session, @accountingasart.bsky.social and @kathyhayden.bsky.social remind us that you don’t have to take on work you dislike or clients who drain you. Build the firm that fits you.

A good one to carry into the holiday week.

#TaxSky #TaxBS

Charging for the first meeting can feel bold, but it works. In a session with @fortwaynecpa.bsky.social we talked about how it:

🔵 Reduces “free advice” calls
🔵 Attracts clients who respect your time
🔵 Protects your focus and energy

The goal isn’t more clients. It’s better clients.

#TaxSky #TaxBS

We’ve all had the “this is an emergency” client call.

Sometimes it’s real (IRS agent in the lobby). Sometimes it’s not.

In Package Pricing with @fortwaynecpa.bsky.social, we talked about setting boundaries and building systems so your day isn’t ruled by someone else’s panic.

Structure = sanity.

Today’s Hold Me, I’m Accountable had extra pink power 🎀

@sarasmckinney.bsky.social rocked her Wonder Woman shirt and pink pumpkin in honor of Breast Cancer Awareness Month. She’s a survivor and a reminder of why support and strength matter.

Here’s to courage and community!

#TaxSky #TaxBS

E-filing may feel easier, but paper returns have one big advantage: clear rules.

In our first Ask Ish, @ish.tax, TCR’s Tax Research Specialist, explained how the IRM spells out every step for paper filing, while e-filing leaves gray areas that every tax pro should understand.

#TaxSky #TaxBS

Tempted to paste a whole return into ChatGPT? Hard no.

From our AI in Tax session with Thomas Shelley, founder of Magnetic: generalize the scenario, never share client data or PDFs, keep IRS 7216 in mind, and verify before you apply. Use

AI as a helper, not a filing cabinet.

#TaxSky #TaxBS

Remember when adults said “it’s always something”?

Turns out… they were right. 😅

In our Hold Me, I’m Accountable session, we laughed about curveballs, chaos, and why it helps to have a crew to check in with. Big plans, medium energy, and a little accountability go a long way.

#TaxSky #TaxBS

What does success mean to you?

In @accountingasart.bsky.social’s Soft Skills session, her answer wasn’t billables or deadlines. It was a day off, feet in the grass, and spotting new mushrooms by the river.

Sometimes success is giving yourself permission to pause, #TaxSky #TaxBS.

Not every prospect is your client.

@eligabiff.bsky.social’s Show & Tell highlighted why your process should reflect the clients you want. From clear discovery calls to saying no to crypto wallets, boundaries don’t just protect your time, they also attract and keep the right people.

#TaxSky #TaxBS

Putting client feelings above your own? We’ve all been there.

@rdriscollcpa.bsky.social’s Mastermind dove into why your value matters, and why it’s time to have the pricing conversations you’ve been avoiding.

Your clients deserve your best, and so do you.

#TaxSky #TaxBS

New clients aren’t the problem. They’re everywhere.

In @fortwaynecpa.bsky.social’s New Firm Group, we talked about how the real challenge is finding the right ones and having a system to reach them without burning out or chasing bad fits.

Clear expectations, better processes, better clients.

Scared to email clients? You’re not alone.

In today’s Hold Me, I’m Accountable, Enya & @kathyhayden.bsky.social reminded us:

💡 People complain faster than they compliment
💡 Silence ≠ failure
💡 Clients value your outreach, even if they don’t say it

The takeaway: press send.

#TaxSky #TaxBS

@fortwaynecpa.bsky.social says Friday… we say TODAY 😅

He’s so ready to spill on what firm owners actually make that he forgot what day it is.

Today in TCR @ 4 PM ET. Bring your curiosity and let’s talk money, #TaxSky #TaxBS.

Most clients don’t know the EV credit ends 9/30/25, or that home energy upgrades have to be done by year-end 2025.

In @fortwaynecpa.bsky.social’s New Firm Group, he keep it simple: send the email, save them money, earn their trust.

That’s how you build a firm people talk about.

#TaxSky #TaxBS

Firm tech shouldn’t be guesswork.

Rob Pasquesi created a free tool that lets you anonymously compare what firms your size are using.

We got the inside scoop during his TCR demo and it’s already sparking ideas.

#TaxSky #TaxBS #FirmTools #TechStack

Costs are rising. Clients are asking why.

@rdriscollcpa.bsky.social shared a smart way to frame it:

🟢 It’s not random. It’s about growing complexity.
🟢 Higher fees = more value.
🟢 It’s an investment on both sides.

Clear, confident communication wins.

#TaxSky #TaxBS