"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
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 Profit First* 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 12-month package only. All attendees must commit to the full year for optimum results.
Monthly Curriculum
1. Profit First - Let's hit the ground running!
2. Setting your company's Vision, Mission, and Purpose
3. Know yourself - personality and leadership types
4. Creating Your Client Onboarding Questionnaire
5. Niche-focused, Scalable Planning -Learn to say, "This is how we do it here."
6. Fixed & Value Price to Maximize Value -Where are you leaving $$ on the table?
7. Creating Your Proposal System
8. Team Culture & Hiring Employees
9. Practice Management Software - Refined Processes, email, calendar
10. Feedback on firm-specific tools
11. Ideal clients- firing your bottom 20%
12. Marketing - building the reputation that speaks for you by enchanting your target audience
These prices are for a limited time only!
The Details
Membership in the year-long Bootcamp includes:
- A 1.5-hour interactive group webinar-call each month.
- Access to our exclusive class forum on Facebook 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.
Facebook? That's Awesome!
- Each Mastermind group will get to share in the same Facebook forum, so 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.
Dates for Monthly Group Calls (Online using Zoom)
With the overwhelming interest in this course after the recent Accountex Conference, we ask that you make sure of your availability and commitment to meeting with one of the tracks offered below. We understand that scheduling conflicts happen, which is why we will be providing recordings after each session.
Does this course not fit your schedule, don't worry! There are more coming.
Click here to get on our waiting list for the next opportunity!
2017 - Mid Year Track THIS COURSE IS FULL.
Click here to join our waiting list and have first dibs on the next opportunity.
The Second Wednesday of each month at 9:00AM PST
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July 10th
August 14th
September 11th
October 9th - Columbus Day, but meeting is still on schedule.
November 20th - Off usual schedule due to QB Connect!
December 11th
January 8th
February 12th
March 12th
April 9th
May 14th
June 11th |
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Private Coaching Add-On
Add on a monthly 30 minute personal web-call with Ingrid for only $100 Monthly or $1000 Annual paid up front! This is a special offer that can only be bundled with the full class. (Valued at $250/hour)
Private coaching sessions will be scheduled at a regular monthly interval with each participating member. Please be sure to review our
appointment cancellation policy.
Recommended reading materials
To be purchased separately:
This is about relationships
*This is not a Profit First certification program. Participation will likely assist with certification if/when you sign up with the Profit First Professionals. Let's get you started with a bang!
"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."