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Required to Desired
Go from a mandatory service to a sought-after partner

Freeview Dates:

January 24th, 8:30am-10:00am PST

January 31st, 10:00am- 11:30am PST

Bookkeepers and compliance accountants commonly go beyond their basic scope to provide valuable advisory services to clients. But many of them aren’t fully tapping into the income potential of their expert advice, and moreover, don’t even know where or how to begin doing so. The Required to Desired Roundtable is for bookkeepers and accountants who’ve been told they should “do advisory work” for years, and may know the what but not the where, when, how, and for whom. Join the Required to Desired Roundtable to accelerate your firm from a mandatory service to a sought-after business partner.

Meet your host: Martha Yasso

Well-known for attention to detail and customer service. Part problem solver, part community advocate Yasso Bookkeeping Solutions founder, Martha Yasso uses more than 20 years of financial experience on Wall Street and Community Banking to deliver peace of mind to small business owners in the professional, trade, and medical industries. She loves knowing her clients by name and understanding their business on a granular level. Clients get back more time, benefit from decades of expertise, and receive tailored financial advice for their small businesses.


Based in Nassau County, New York, just outside of New York City, Martha is a QuickBooks Expert who helps her clients succeed by implementing exceptional bookkeeping and cash management strategies.


As heard on Heather Smith’s Cloud Stories Podcast and Mike Milan’s Clear PATH to Cash Podcast, Martha Yasso simplifies cash management for small businesses in a way that just makes cents (pun totally intended). With a conversation style that bridges best friend-style advice with no-nonsense straight talk, she breaks down tough concepts into a get-it-done action plan.


Martha is a three-time Insightful Accountant Top 100 ProAdvisor. (2019, 2020, 2021)


On the weekends, you can find Martha tackling the New York Times crossword puzzle and the BeeHive word games. Master of words, numbers, and where they intersect, Martha is here for your small business.

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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:

    • Guest speakers

    • 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.

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
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