Roundtable Labs

Thinking about co-firming? Get your "prenup" in order! ?? For real, take a pause and listen to these incredible firm owners, Tonya Schulte and Dave Kersting, MBA-HCM/HRM, on how they've successfully navigated the co-firming waters for 4+ years and how you can, too. Here’s what they say makes their partnership work: ?? Clear Agreements on Roles & Responsibilities Before jumping into co-firming, Tonya and Dave recommend setting crystal-clear expectations. They’ve learned that defining who handles what, and sticking to it, reduces misunderstandings and keeps daily operations running smoothly. ?? Frequent Check-ins and Open Communication Regular communication is key to co-firming success. They hold check-ins to stay aligned, discuss any challenges, and ensure they’re both on the same page. This habit has helped them navigate disagreements, plan proactively, and celebrate wins together. ?? Shared Vision and Aligned Goals From the start, Tonya and Dave set goals that reflect their combined aspirations and values. This shared purpose not only guides business decisions but also strengthens their bond as partners. ?? Trust and Mutual Respect Both Tonya and Dave emphasize that trust is the bedrock of their partnership. They rely on each other’s expertise and respect their respective approaches to problem-solving. This trust lets them focus on their own roles without micromanaging, allowing both partners to bring their best to the partnership. ?? Flexibility and Adaptability Co-firming isn’t a one-size-fits-all process. Tonya and Dave have learned that adaptability is essential for long-term success. Whether it's adjusting roles as the business evolves or being open to new strategies, they embrace change as an opportunity for growth. Co-firming isn’t always easy, but with the right mindset, open communication, and a little humor, it can lead to a fulfilling and successful partnership. Shout out to ??Roman Villard, CPA, for hosting this conversation ?? #Accountingandaccountants #cofirming

Registration Link: https://swiy.co/recap24 I am very excited for todays special episode of Blueprints for Business - Conference Season Recap sponsored by Forwardly. We have some great guest hosts (Liz Scott, Carlos M. Garcia, Lynda Artesani, Richard Roppa-Roberts & Matthew Fulton) to help start the conversation but we want to hear from all of you what you liked and what you want to see in the future! Registration Link: https://swiy.co/recap24 Friday 11/8 @ 1:00pm PT | 4:00 pm ET

The conference come-down is real! ? Who else is still buzzing from all the fun, inspiration, and connections we've made this year? ??♀???♂? Join us for the next #BlueprintsForBusiness on November 8th- the Conference Season Recap! We’ll be swapping stories and reliving the best moments from this year’s conferences — Intuit Connect, Woodard Scaling New Heights, The 'Appy Hour with Liz Scott & Heather Satterley Appy Camp, ReFrame, Tax Retreat, and more! And yes, virtual conferences count too! Don’t miss out — register for the live session to join in on the fun! ?? https://loom.ly/MtegPyc #ConferenceRecap #RoundtableLabs #AccountingCommunity Richard Roppa-Roberts Matthew Fulton Lynda Artesani Jane Ingram

We are very excited to announce the launch of the first-ever community-driven template library for accountants! A place where accounting firms can build better workflows together by sharing processes, ideas, and best practices. We found that one of the biggest questions firms ask is, “How are other firms optimizing this process?” So, we decided to answer those questions by creating a place where accountants can see real workflows built by actual accountants. Over the next few months, our goal is to grow this library to over 1,000 workflow templates. Together, we can build one of the most valuable template libraries for accountants... that is the power of community! Check out the new template library here! https://lnkd.in/e8u58-nR