Collecting W-9 Forms

What?  I just finished last year’s taxes!  Why would I think about this year’s already?  I’ll worry about that at the beginning of next year. Actually, now is the perfect time to start thinking about your taxes because you know all of the things that made your previous year’s taxes more challenging than they needed to be.  Here is one thing …

New Client Process

Have you ever wondered what it is like to work with a Polymath bookkeeper?  Check out this video to see Ingrid and Penny discuss how the client on boarding process has changed. Transcript: Ingrid Edstrom: Hi I’m Ingrid Edstrom of Polymath bookkeeping. Penny: Hi I’m Penny, from Penny’s Pies. Ingrid Edstrom: It’s good to see you today Penny. Penny: It’s …

Insights from Ingrid Edstrom, Polymath LLC | Firm of the Future

Published by QuickBooks Accountant University   Ingrid Edstrom of Polymath, LLC was recently named the third place finalist in Intuit’s Firm of the Future contest. See how Polymath embodies the Firm of the Future principles, from being a trusted advisor to leveraging the cloud to implementing value pricing. Please follow and like us:Polymathhttp://www.Polymath.com

Ashland’s local bookkeeping firm, Polymath LLC, is recognized once again!

Latest Media Release! 01/25/2016 Ashland’s local bookkeeping firm, Polymath LLC, is recognized once again! The employee-owned, full-service bookkeeping firm recently received the prominent honor of being named a “Firm of the Future” by Intuit, the QuickBooks Company, and is now listed on Hubdoc’s “Top 50 Cloud Accountants of 2015.” Hubdoc is a robust tool used by countless bookkeepers across North …

Small town business makes a big impression with giant corporation, Intuit Quickbooks!

In the News! Recent Press Release – January 15, 2016 Small town business makes a big impression with giant corporation, Intuit Quickbooks! If you’re in business, you’ve probably heard of Intuit. But have you heard of Polymath LLC, located in Ashland Oregon? Polymath is an employee-owned, full-service bookkeeping firm that has recently received the prestigious honor of being named a …

User Access and Permissions With Penny

Penny has a new employee!  Should she give all of her passwords to that new employee?  What do you think? Please follow and like us:Polymathhttp://www.Polymath.com

QBO Security

Please follow and like us:Polymathhttp://www.Polymath.com

Firm of the Future!

Polymath, LLC Named Third in US Firm of the Future Contest   We are honored to be one of the top three firms recognized by Intuit as a Firm of the Future. Taking advantage of online technologies has helped us evolve as a firm and presented new ways for us to meet the needs of our clients. We are humbled …

Cash vs Accrual

Ingrid:                     Hi. I’m Ingrid Edstrom, Polymath, LLC and this is Penny of Penny’s Pies. Penny:                    Hi! Ingrid:                     Penny, I’ve got some information that might be useful to you. Penny:                    Oh, with my pie business? Ingrid:                     Yup. Absolutely. Do you file your reports on cash basis or on accrual basis? Penny:                    Uh. Cash. Because I understand cash and I’m not a …

Assets vs Expenses

Vanessa:               Hi. I’m Vanessa Barrett with Polymath LLC and today we’re going to be talking about … Penny:                    Ahh, ooh, ah. Hi. Sorry to interrupt. Vanessa:               This is my friend, Penny. She has a pie business. How are you today? Penny:                    Hi. Oh, I’m doing really well. How are you? Vanessa:               I’m doing great. Penny:                    Great. Ah. I have a …

Firm of the Future – Top 20 Insights

We here at Polymath are in good company with our fellow Intuit Top 20 Firms of the Future! A big thanks to Hubdoc spotlighting the top 20’s insights on cloud accounting. Without further ado, here are the Top 20 insights from Intuit’s Top 20 Firms of the Future! Check out the full article here: Top 20 Insights from the Top …

Use Undeposited Funds

Learn to use the undeposited funds account to make your accounting run smoothly. Please follow and like us:Polymathhttp://www.Polymath.com