The Fine Print:
Try out any Roundtable for 30 days at no cost
You don't need a credit card to give it a try (really!)
Membership is $250/month after your first 30 days
Cultivation through Accountability
Build a business, not a job
Every 3rd & 4th Thursday
10am - 11:30am PT
Every expanding business eventually reaches a stage when the most important thing you can do is work on your business, instead of in it. This Roundtable is for accounting and bookkeeping firms in the growth phase. That's why membership to this Roundtable comes in pairs. Bring yourself and your integrator to share experiences, learn new tricks of the trade, and receive the accountability of your peers.
As a member of the Cultivation Through Accountability Roundtable, you'll have the support and structure of regular meetings and the accountability between yourself, your integrator, and others in a similar business stage to help you reach your business growth goals.
Meet your hosts: Alexis Sadler & Taylor Lungren
Alexis has spent most of her life in the South Bay and more of her life using QuickBooks than not. Her current client list ranges from the local market to high profile manufacturing. She works with the Mom and Pops, the Board Rooms and everyone in between. Alexis loves to get to know the entire staff and to help each and every one of them know how QuickBooks can make them shine at their profession.
She started with QuickBooks when she was 17 years old and it has become a part of her daily life. Friends, family, neighbors and sometimes even strangers are learning about how QuickBooks can help them in their daily lives…even if it’s just tracking their personal finances.
Alexis loves to cook. The cleaning… not so much, but she loves to experiment with flavors and copying her favorite restaurant recipes (but healthier of course). She loves to cook for her family and has even been invited by clients to learn their family recipes.
Her lifelong love is baseball. She enjoys a good old fashion baseball game whether it’s the Boston Red Sox or the local little league team. She can watch anything that takes place on a diamond and has spent the last 17 years raising an amazing young man that is an ace on the mound. He helps her satisfy her need for baseball on a regular basis.
Alexis loves what she does and loves to work hard. She considers each and every one of her clients family and thinks her honesty with them proves that.
Taylor Lungren’s journey with QuickBooks began as a QuickBooks small-business user. At age 25, she started a women’s wholesale clothing company where she utilized QuickBooks Desktop for Mac and eventually converted the company file to QBO Plus.
Taylor learned much of her QuickBooks operating knowledge from her then bookkeeping team, Accounting Therapy. Owner Alexis Sadler used to joke that if she ever needed a job, Accounting Therapy was just a phone call away. Well, after 7 years of entrepreneurship, Taylor closed the business and made that phone call!
Taylor’s career at Accounting Therapy has been short in length, starting in early 2020, but robust in experience. Taylor is now a QBO Advanced Certified Pro-Advisor overseeing the company’s extensive client list, growing the company’s data migration division, and working side-by-side with Alexis to carve out vital internal processes in order to position the company for fast-track growth.
Her near-decade of entrepreneurial experience lends a unique insight to both internal company operations as well as the challenges her small business clients face on a day-to-day basis. When Taylor’s not working at her new-found dream job, she can be found pursuing her other dream – travelling! Some favorite destinations to date include the Taj Mahal, Mexico City, & Cinque Terre!
Part forward-thinking problem-solver, part technically minded marketer, and part space enthusiast, Richard is an intellectual handyman who believes that the key to a better world lies in working collaboratively to grow.
Membership to any Roundtable includes:
Two 90-minute Roundtable sessions per month, capped at 25 members per Roundtable
Access to all Roundtable Labs community events, including:
Multiple One-Topic sessions each month
Informal social gatherings
Private members-only Roundtable Labs online community for accounting professionals only (no vendors allowed!)
Exclusive Roundtable discounts on software and events
You! No lectures here. We solve problems together, and every member is a vital ingredient.