@RoundtableLabs

Member Spotlight: Jennifer Lorenzen, an engaged member of Hit Me With Your Tax Talk and a familiar face in the Not-So-Quiet Room. ✨ She specializes in working with rental real estate investors, trusts, and taxable estates. We’re grateful to have her in our community. 💛

If tax season currently feels like caffeine, deadlines, and a blur of client emails… you’re not alone. ☕ The good news? There’s a spot on the calendar called #TaxRetreat26 to look forward to. Real conversations. Fresh perspective. And a chance to breathe again. 💙

I want @uptonaccounting at the @taxretreat this year! James!!! You gotta go!!! You’ll have so much fun!

You’re not supposed to know every sales tax rule. 😵‍💫 But your clients still expect answers. That’s where the Sales Tax Sisters come in — your go-to when things get confusing, messy, or just plain weird. 👉 Better answers. Less guesswork. Backup when you need it.

Pop-Up This Month! 📣 Sven Nelson from C2C Resources joins us to talk Helping You and Your Clients Mitigate Risk. 🗓 March 27 📅 RSVP in the community calendar Hope to see you there!

The people you surround yourself with matter. When you spend time with peers who ask thoughtful questions, share openly, and push you to think a little differently, growth happens naturally. That’s the kind of community we’re building at RTL... one conversation at a time. 💛

One Topic, open to all members! 📣 This month we’ll explore how AEVI supports business owners with smart funding options, and how accounting pros can help clients navigate those opportunities with confidence. Bring your questions, your client scenarios, and your curiosity. 💡

Fun. Friends. A stronger business. 💪 When you surround yourself with peers who share ideas, talk through real challenges, and celebrate wins along the way, growth happens faster — and the journey becomes a lot more enjoyable. 💛

What's your toxic accounting trait?

Real conversations. Trusted peers. Lasting growth. 📈 Roundtable Labs is built on support, collaboration, and real problem-solving. Talk it out with people who get it, and walk away with ideas to move you and your business forward. ➡️

@JAZ2FUN2AZ @canediver @NeverCallMeRich @BrooksBrownEA @BrooksBrownEA you too!

@canediver @NeverCallMeRich @BrooksBrownEA @RoundtableLabs hey @canediver - I have a Masterclass on 3/19 if you want to spend 90 minutes with us masterclass.smartaccountant.ai/live-mastercla…

Is there someone out there who is demonstrating all the cool Claude things it can do via cowork?? I am chomping at the bit to get it installed on our PC’s

It’s #WomensHistoryMonth and according to @BLS_gov, women make up: ~60% of accountants & auditors 80%+ of bookkeeping, accounting & auditing clerks nationwide. During tax season especially, it’s women keeping operations steady, deadlines met, and businesses on track. 📚✨

Member Spotlight: Dave Kersting, an RTL OG & host! ✨ He leads One Topic and Next Level Firm and is active in Not the Only One and Pride in Numbers, always bringing thoughtful perspective and insight. We're grateful for his presence in our community. 💛

Don’t miss out, we’d love to see you there! 👉 Register: lnkd.in/ewiAEpaK

Calling all @_FinancialCents users, and those curious to learn more. 📣 The Next Level Firm Roundtable is happening Wednesday, March 18 at 2pm EST. It’s the perfect chance to connect with peers, share insights, and pick up strategies to take your practice to the next level. 🚀

And if you’re not in Roundtable Labs but you’re part of Take Your Life Back, Tax Pro! (@Schedul_Ease) or @TCRTalks, you can join the Gratitude Farrm there, too. 🌱

Gratitude Farrm is back! So we want to know, what's something you’re grateful for… but might take for granted? Whether you share it below or inside the community, we hope you take a moment to pause and notice the small things that bring steady joy to your world. 💛

Growth doesn’t happen in isolation... it happens in conversation with people who challenge you, support you, and generously share what they’ve learned. If you’ve been looking for a community that helps you grow personally and professionally, we’d love to have you. 💛

What’s one tool that helps you protect your time? ⏰ A calendar? A checklist? A boundary? A hard stop at the end of the day? Real #TaxPros learn from each other. Let’s share let’s see the tools and strategies that are making a difference. Drop yours below 👇