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Join us for Blueprints for Business, a monthly series moderated and hosted by Matthew Fulton and Richard Roppa-Roberts and sponsored by Forwardly. Matthew and Richard have crafted an educational journey ripe to explore the essential pillars of professional growth and management within the accounting realm. Each session is thoughtfully tailored to address the unique challenges and opportunities financial professionals face today, blending insightful discussions with actionable strategies for established and growing accounting firm owners. People are stronger when they work together, so Blueprints for Business will be a collaboration between the hosts, guests, and attendees as they all share strategies and tips for the session topic.
Mastering Post-Tax Season Client Relations:
Unveil and tackle the good, bad, and ugly of 2024 with our vent and snap session. Transform the chaos of tax season 2024 into opportunities. Share your stories, learn from peers, and refine client management strategies. Join us for this empowering, free session designed for forward-thinking accountants.
Date: April 19, 2024
Time: 1 PM PT | 4 PM ET
Host Descriptions
Matthew Fulton:
- Founder of Parkway Business Solutions, utilizing his passion for technology to develop time-saving tools and workflows for accountants and bookkeepers.
- Founded QB Community Live, a large and popular Facebook Group for ProAdvisor Business Owners and accounting professionals, embracing the motto “Together we All Succeed.”
- Insightful Accountant’s 2021 Top Trainer/Writer/Educator of the Year.
- Featured at events including QuickBooks Connect & Scaling New Heights.
- He enjoys walking his dogs, Cylis and Sophie, on the beaches of Ventura, Calif., when not working.
Richard Roppa-Roberts:
- Known as “The ProAdvisor® Advisor,” working with award-winning apps and accounting professionals in 11 countries. So far.
- Founder of Roundtable Labs, facilitating over 5000 hours of group discussions to date and embracing a philosophy of Collaboration over Competition.
- Named “One to Watch” in Accounting Today’s Top 100 Most Influential People in Accounting.
- Author for CPA Practice Advisor, Firm of the Future, QBO Blog, Intuit Tax Blog, and Insightful Accountant.
- Co-host, The QBO Show podcast (running from 2011-2021) and RFQ-TV Television Show. Host of the CPA Academy “Intuit $100,000 Top 10 App Challenge” webinar series.
- Featured Speaker at accounting conferences, including QuickBooks Connect, Scaling New Heights, Ensuring Success, WorkflowCon, Taking Your Firm Virtual, Flagg CPA Show, and many other technology conferences starting with COMDEX in 1994.
