Lunch with a Leader: Identifying & Attracting YOUR Ideal Client

Lunch with a Leader: Identifying & Attracting YOUR Ideal Client

Featuring Bud Member Melissa Miller Furgeson
Date: Thursday, October 16, 2025
⏰ Time: 2:00 PM EST
Location: Live on Zoom
️ Open to All Bookkeepers – Free Event!

Know who your dream clients are and how to find them.

Think of your Red Rope Policy as the velvet rope at an exclusive event.
It’s not about being unkind,  it’s about protecting your time, energy, and vision so you can do your best work with people who truly value what you bring to the table.

But first? You need to know who deserves a front-row seat.

Join us for a powerful, practical, and inspiring session with award-winning ProAdvisor and community leader Melissa Miller Furgeson, where we’ll break down one of the most essential foundations of a thriving bookkeeping firm: identifying your ideal client.

During this session, you’ll learn how to:

✅ Identify at least three markers that separate “bad fit” clients from “good fit” ones
✅ Develop a clear, personalized Ideal Client Profile that aligns with your goals and values
✅ Implement at least two practical strategies to attract and retain more of the right clients (and screen out the wrong ones)

‍ Meet Your Speaker:

Melissa Miller Furgeson is the founder of Bookkeeping for Good, an Advanced Certified QuickBooks ProAdvisor, and the visionary behind QBO Q&A — a thriving Facebook community supporting bookkeepers and business owners with QuickBooks expertise.

Recognized as a Top 50 CAS Practice by Woodard and named an Insightful Accountant Top 100 ProAdvisor, Melissa brings a wealth of experience in building purpose-driven, profitable practices, especially within the nonprofit and church sector.

She’s known for her clarity, compassion, and community-first mindset and we’re thrilled to welcome her to lead this conversation.

Come for the wisdom. Stay for the connection.

This session is for you if you’ve ever:

• Felt drained by a client that “just doesn’t get it”

• Struggled to say no to a poor fit

• Wondered how to attract more of the right people who truly value what you do

Bring your lunch, your questions, and your readiness to think bigger.
Whether you’re just starting out or scaling up, this is a conversation you won’t want to miss.