Lunch with a Leader: The Importance of Determining Your Ideal Client

  • Thursday, October 16, 2025
  • 2:00 PM - 3:00 PM
  • Zoom

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Lunch with a Leader: The Importance of Determining Your Ideal Client

Date: October 16, 2025
Time: 2:00 PM EST
Location: Live on Zoom

Think of your Red Rope Policy as the velvet rope at an exclusive event.
It’s there to protect your time, energy, and business, ensuring that only the right clients get through.

And the very first step to building this policy is knowing exactly who your ideal client is so you can roll out the red carpet for them — and gently close the gate to those who aren’t a good fit.

Join us for an inspiring lunchtime conversation with Melissa Miller Ferguson, where we’ll explore one of the most essential foundations for growing a thriving bookkeeping business: understanding who your ideal client really is.

Melissa will guide us through why this step is so important

This event is free and open to all bookkeepers, members and non-members alike.

Bring your lunch, your questions, and your readiness to think bigger.

Come join us!



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