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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.

Interviewing Tips & Tricks: Join us for a special session focused on the best tips and tricks when interviewing potential employees or interviewing as a potential employee. Angela Roberts joins us this month as our Guest Co-Host to share her experience while expanding the size of her team.

 

 

Date: August 16, 2024
Time: 1 PM PT | 4 PM ET

 

Register Now

 

Angela Main Roberts earned her Bachelor of Science degree in Accounting and is a QuickBooks Online® ProAdvisor. Her passion for helping business owners understand their finances has led her to curate a capable and resourceful team. Her diverse accounting background allows her to tackle a wide range of problems with creative solutions. She has experience with various accounting roles in manufacturing, service industries, and small businesses.

For many years, Angela was the Corporate Controller of a mid-cap international corporation in Chicago, IL that provided business solutions to law firms and financial advisors. This environment inspired her to later specialize in law firm and trust accounting.

Angela founded Main Accounting Services LLC in 2016, offering fully virtual bookkeeping and advisory services. Since founding her firm, she has become a leader in the accounting industry. Angela has led panels at several national accounting conferences and often shares her experience through articles and podcast interviews. Her expertise in profit planning, forecasting, attention to detail, and team management has ensured the success of Main Accounting Services and their clients.

Angela is a military (retired) wife and mother of two children. She grew up in New England and has lived in many states throughout the U.S. She and her family lived in Germany for a couple of years and enjoyed traveling throughout Europe.  She now resides on a small farm in southern Indiana. She loves traveling and spending time with family on their farm.

 

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.

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