Roundtable Labs

We get it- running a business can be tough, and sometimes you just need a space where people get what you’re going through. Our community is all about showing up, offering support, and sharing the ups and downs. Because sometimes, being there is more than enough. ?? Today, we encourage you to check in on a friend. A quick “how’s it going?” can go a long way. ??

Member Spotlight Alert: Jon Markee, CPA! ?? He’s the mastermind behind MyBuilderCPA, where he’s dedicated to helping home builders navigate the complexities of taxes and finances. ???? Jon has been a valued member of Roundtable Labs for over a year, bringing his expertise to both Hit Me with Your Tax Talk and Construction Junction. Drop a ?? and say hello!

Looking for insightful business discussions with industry peers? ?? At Roundtable Labs, we’re all about meaningful conversations. Whether it's about your niche, building a strong team, perfecting your client onboarding (or firing) strategies, or anything in between, we’ve got a group for that! It’s where ideas take shape, strategies are fine-tuned, and connections grow. Ready to dive in? Join us today at www.RoundtableLabs.com ??

?????? An amazing event with some really cool, out of the box marketing opportunities! ??

Something new is buzzing! ?? The Sales Tax Sisters, in collaboration with Roundtable Labs, are launching The Sales Tax Hive- the ultimate gathering place for bookkeepers, accountants, and finance pros tackling sales tax questions, challenges, and strategies. Stay tuned for all the details, this is one hive you’ll want to be part of!?

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.