Mastermind for Accounting Professionals

By popular demand….

Polymath offers training and consultation for accounting professionals!

  • Want to take your practice to the next level?
  • Need to fine tune your firm?
  • Ready to get on the Firm of the Future fast track?
  • Want to make it FUN?!?

This is where it happens.

In less than an hour, Ingrid had me completely rethinking my pricing structure. All clients don’t fit neatly into specific packages and using options tailored to each potential client makes them wonder “which” service level to take rather than “if”. It was the “Aha!” moment I needed to fine tune my marketing materials.

Laura Pilkington
Accounting Elements

I have absolutely loved our monthly calls. I get so much out of each session from both you and the others. I love the hot seat sessions because I think that focused attention is key in breaking through some of the issues each of us is having. You have such a natural way of teaching and such a genuine enthusiasm for helping us that I can’t help but be motivated and encouraged.

Crystal Swett

About the Mastermind

This is our Accounting & Bookkeeping Firm Bootcamp!

Our vision at Polymath is to make the world a better place built on a foundation of thriving small businesses. We cannot do that without YOU. We cannot serve every small business in the world alone. You are a small business that helps other small businesses, thus you are the epitome of the realization of our vision.

This “deep-dive” mastermind group starts by introducing the fundamentals of setting your company’s Vision, Mission, & Purpose and continues to build on those fundamentals over the course of the year while also introducing other essential components, giving your firm a healthy foundation to grow to its next level of success. The key course objective is to give accounting firm leaders clear direction and intention to create a profitable firm you will love. This full course is offered as a 6-month package. All attendees must commit to the full period for optimum results.


1. Setting your company’s Vision, Mission, and Purpose
2. Profit Advisory Services – Apply to your business, then help your clients!
3. Know yourself – personality tools for success
4. Creating Your Client Onboarding Questionnaire
5. Ideal clients – firing your bottom 20%
6. Fixed & Value Price to Maximize Value – Where are you leaving $$ on the table?
7. Creating Your Proposal System
8. Company Structure & Team Culture
9. Niche-focused, Scalable Planning – Learn to say, “This is how we do it here.”
10. Your tech stack – Apps for your firm, and apps for your clients
11. Leadership – Leveraging your natural style with your team, clients, and our industry
12. Marketing – building the reputation that speaks for you by enchanting your target audience

The Details

Membership in the “Group” and “Complete” Bootcamp Mastermind program includes:

  • A 1.5-hour interactive group webinar-call each month.
  • Access to our exclusive class forum where attendees can continue discussion, share ideas, and support each other outside of class times.
  • Group sizes between 6 – 12 participants to ensure maximum value.

Ongoing Facebook Collaboration? That’s Awesome!

  • Each package (even the DIY) will get to participate in our exclusive Facebook group for Bootcamp participants and alumni.
  • You will have an opportunity to share ideas between groups.
  • We encourage you to build relationships with other participants and collaborate for your mutual success.
  • Continue the discussion after conclusion of the program, maintaining and building new relationships with other members into the future.

Dates for Monthly Group Calls (Online using Zoom)

Mastermind Bootcamp group calls will take place on the 2nd Wednesday of each month at 9:00am PST / Noon EST.

With the overwhelming interest in this course, we ask that you make sure of your availability and commitment to the course. We understand that scheduling conflicts happen, which is why we will be providing recordings after each session.

Private Coaching Add-On

Private coaching sessions will be scheduled at a regular intervals with each participating member depending on the package you choose. Please be sure to review our appointment cancellation policy.

If you wish to purchase an hour of private coaching outside of the mastermind, the rate is $350. Click here to pay via PayPal, and we will contact you to schedule.

Recommended reading materials (to be purchased separately)

Note we said “recommended,” not required. We understand that you’re a busy accountant with a company to run. This isn’t homework.

This is about relationships

Please let us know if you have any questions or suggestions. We have had many accountants asking us to do something like this years, and we have a heck of a time turning people away when they are asking us for help. We are building this for people like you, so please let us know what you need. We really appreciate your feedback as we learn to better help you succeed.

The nitty gritty…
*Please note that this is not a certification program.

Save 10-20% when you buy up front!


# of Lessons
Length of Course
Mastermind Group Call
Private Coaching Session
Best Value

Complete Mastermind

Paid in Advance
# of Lessons : 12
Length of Course : 6 months
Mastermind Group Call : 1.5 hour call/month
Private Coaching Session: 30 minute session/month

Group Mastermind

Paid in Advance
# of Lessons : 12
Length of Course : 6 months
Mastermind Group Call : 1.5 hour call/month
Private Coaching Session: Can be added for $350/hour

DIY Curriculum

# of Lessons : 12
Length of Course : Set your own pace
Mastermind Group Call : Not included
Private Coaching Session: Can be added for $350/hour