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Roundtable Labs

A transformative community for accountants seeking to master advisory communication

Community, Course
Start and scale my business
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The REFRAME Society offers a rigorous professional environment for accountants and bookkeepers who want to evolve their practice beyond basic compliance. The program provides a structured roadmap for implementing value based pricing and sophisticated advisory leadership within the financial sector. Participants engage with a curriculum that focuses on influential conversations to help them navigate difficult client interactions and overcome pricing objections. The platform features regular masterminds and quarterly rethink sessions led by industry experts to ensure members stay ahead of market trends. Members benefit from a wealth of resources including business toolkits and a safe space to practice high stakes communication skills. The community fosters a culture of innovation and collective growth among like minded practitioners dedicated to rebranding the accounting profession. Through 1:1 coaching and peer collaboration individuals learn to build scalable business models that drive measurable client impact. The offer provides the necessary tools for professionals to secure their relevance in a rapidly changing digital economy.

Outcomes

  • Master value-based pricing strategies
  • Elevate professional advisory conversations
  • Position firms for relevance

What's included?

  • Monthly Mastermind Sessions

    Facilitated group calls held every fourth Wednesday focusing on overcoming business obstacles and leading through change.

  • Business Transformation Toolkit

    Access to an exclusive library of resources and tools designed to streamline advisory service delivery.

  • Quarterly ReThink Sessions

    Intensive ninety minute educational workshops focusing on mindset shifts and high level firm growth strategies.

Who is this for?

  • Growth minded accounting professionals
  • Bookkeepers seeking advisory roles
  • Financial practice business owners

About the creator

Richard Roberts picture

Richard Roberts

Founder of Roundtable Labs and Practice Management Specialist

Richard Roppa-Roberts is a consultant and community architect who specializes in the accounting and bookkeeping industry. Known as the ProAdvisor Advisor he has spent years helping financial professionals optimize their practice management and techno...