Roundtable Labs

Financial Cents users, this one’s for you! Ready to level up your firm? Join us for the Next Level Firm Roundtable! ?? This collaborative session is all about learning, sharing, and growing together. We meet every 3rd Wednesday from 11am-12:30pm Pacific! Drop a comment or let us know if you want in and we'll send over the link! ???

Ahhh, the weather is warming up and we’re getting closer to conference season! ?? We can’t help but think about the fun and happy (hour) times at last year’s Tax Retreat! The laughs, the learning, the connections! ?? We’re pumped for what’s ahead this year! What conference(s) are on your calendar?

Member Spotlight Alert! ?? Join us in welcoming Ola Iyewarun! She’s the sole proprietor and owner-bookkeeper at Bookkeeping 4 Construction LLC, and we’re excited to have her as a new friend and active resource in our Construction Junction Roundtable and our community. Want to learn more about her business? Check it out here: https://loom.ly/4wmtn3Y Drop a ?? and say hello!

Maybe it’s just the time of year where we’re all a little on edge ??—but wow, some buzzwords really hit a nerve. We'll start with a few that make us crazy: ?? "Quick question" ?? "My (fill-in-the-blank) is an accountant" ?? "Future-proof" ?? "Is this a write-off?" Sure, they *may* be valid… but overused? 100%. Drop the ones that make you cringe in the comments! ??

Blueprints for Business - Philanthropy in Accounting The accounting industry is filled with amazing individuals always willing to lend each other a hand. During this session of Blueprints for Business, we will discuss the numerous ways you can help support the future of our industry while also taking advantage of the tax benefits through donations and scholarships.

Join hosts Nick Boscia and Jane Ingram this Valentine's Day 2025 as eight dynamic accounting products and services serve up lightning-fast, 5-minute demos. Discover your perfect tech match and find the solution that makes your workflow heart skip a beat! Quick, engaging, and filled with fun, this event will leave you with new tools and maybe a little love for automation. Get ready to swipe right on efficiency with Love at First Demo 2025, sponsored by Forwardly.

It’s a date! See you tomorrow! ??

This Valentine’s Day, let’s talk about giving back! ?? Join Richard Roppa-Roberts and Matthew Fulton for Blueprints for Business: Philanthropy in Accounting on Feb 14 at 1 PM PT with special guests Heather Day Satterley CPA and Rich Kane CPA. We’ll dive into how you can support the future of our industry through donations, scholarships, and mentorship—all while making the most of tax benefits. Because what’s better than spreading a little love and making a lasting impact? ?? Don’t miss it! https://loom.ly/CI5m6Xk

Registration Link: https://swiy.co/vday The accounting industry is filled with amazing individuals always willing to lend each other a hand. During this session of Blueprints for Business sponsored by Forwardly, we will be joined by Heather Day Satterley CPA, & Rich Kane CPA to discuss the numerous ways you can help support the future of our industry while also taking advantage of the tax benefits through donations and scholarships. Friday Feb 14th 1pm PT | 4pm ET Registration Link: https://swiy.co/vday

At Roundtable Labs, you’re never alone. ?? Our community is built on support, collaboration, and real problem-solving—because sometimes, you just need a group that gets it. Whether you’re facing challenges, making big decisions, or just need fresh ideas, we’re here to help you find solutions and move forward with confidence. Join us and see what a true support system looks like! ??