Back to Blog

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.

So You want to be a Trainer: Get ready to transform your training approach with Alicia Katz Pollock, a leading voice in accounting education. Learn how to develop training programs that are not only informative but also engaging and effective for all participants. Don’t miss this chance to learn from one of the best in the business.


Date: May 17, 2024
Time: 1 PM PT | 4 PM ET


Watch Now



Alicia Katz Pollock:

Alicia is the “QBO Rock Star” at Alicia’s Royalwise OWLS (On-Demand Web-based Learning Solutions) provides QuickBooks Online training and coaching to accounting firms, bookkeepers, and small business owners. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and a member of the Intuit Trainer/Writer Network, Alicia is a top-rated conference speaker. Alicia’s podcast with Hector Garcia, The Unofficial QuickBooks Accountants Podcast, hovers in the Top 50 for US Business News. She has a Masters of Arts in Teaching, with several QuickBooks textbooks on Amazon. Through her signature Q.U.E.S.T. training portal, Alicia addresses the challenges of the Great Resignation by providing scalable training solutions for accounting firms, reducing turnover, enhancing staff productivity and offering a standout value-add for clients, solidifying her as a transformative industry figure.


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.

Read more

Forwardly - Intuit Connect 2024

Forwardly is Headed to Intuit Connect 2024

We are thrilled to announce that Forwardly, the cutting-edge B2B payment solution, will be attending… Continue reading Forwardly is Headed to Intuit Connect 2024

2024-07-22 Events
Forwardly Intuit Connect Events_ A Primer

Intuit Connect 2024: An Event Primer

Intuit Connect is jam-packed with exciting events from October 28 to 30th, 2024, at the… Continue reading Intuit Connect 2024: An Event Primer

2024-07-20 Events

Get paid instantly 24/7/365

Sign up for Free See pricing