I work in the space between accounting, technology, and human behavior.
Where things break.
Where real life shows up.
Where I come in.
In heavy rotation.
Where strategy, software, and community meet.
Consulting and coaching for accounting professionals, the app developers building their tools, and the communities where both come together. Collaboration, without competition.
Firm owners get a sharper read on what's actually moving — pricing, processes, people — and a clear next move. App developers get a partner who knows how their work lands inside real firms. Communities get the structure to bring it all together — rooms, rhythm, and conversations that move the work forward.
I'm not an accountant. I sit at the table where the accountant and the client both need a translator.
Get on the ScheduleWhere firm owners trade notes and stop guessing.
Off-script. Off-stage. On purpose. The conversations that actually move the work, the firm, and the people doing it.
Roundtablelabs.comAn anti-conference for tax pros, bookkeepers, and apps.
2027 · location announced soon. No booths. No badge scans. No PowerPoint marathons. Where every corner of the work meets.
taxretreat.orgNothing is on fire. But nothing is working.
The work gets done — technically. But slower and messier than it should be. Deadlines slip. People step on each other. Nobody can point to one thing and say "that's the problem." The systems don't talk. The process lives in someone's head. The team is guessing more than they should.
Browse the channels.
One studio. Many channels. Pick the room that fits.
Each Roundtable is its own community — its own host, its own conversation, its own rhythm. Together they make Roundtable Labs.
Whether you're solo and tired of feeling solo, building a team, running a firm, or working a specialty most people don't talk about — there's a chair waiting.
Need something just for your firm? I also run private firm-wide Roundtables — same format, just your team in the room.
Roundtable Labs
Show reel.
Conferences, columns, podcasts, shows, webinars.
On stages and mics in the accounting industry since 2009.
// Speaker
// Author
// Shows & Hosting
// Leadership & Recognition
Why people tune in.
- Because I ask uncomfortable questions.
- Because I see patterns quickly.
- Because I understand both technology and operations.
- Because I understand the emotional side of business decisions.
- Because I can translate between founders, firms, and teams.
- Because accountants speak accountanese — I bring them back to the language of their clients.
- Because sometimes the real problem has nothing to do with the software.
Where I write & show up.
No blog here. The writing lives where the readers already are.
Also on the road.
This is where you hear it before you experience it.
Conferences. Summits. Roundtables. Somewhere between the keynote and the hallway conversation.
See speaking topics →Let's figure out what's actually broken.
Sometimes the issue is software. Sometimes communication. Sometimes leadership. Sometimes a process nobody questioned for ten years. Let's find the real problem.