Polymath Featured in Practice Ignition Stories

You’re probably already aware that we love Practice Ignition. We’re excited to be featured on their new page, Stories! We are now focusing on deeper relationships with fewer clients. Our value has increased in the eyes of the RIGHT clients, and they are happy to pay us to help them be more profitable. It’s a win-win! Check out Polymath’s Story …

The Best Year-End Process Ever

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com Bill.com tweeted: “The Best Year-End Process Ever: It truly is a thing of nerdy #bookkeeping beauty.”   Said about Ingrid Edstrom’s contributions to the Firm of the Future website about Polymath’s awesome year-end accounting processes. Take a look: https://www.firmofthefuture.com/content/the-best-year-end-process-ever/

Six Must-Have Business Strategies for Tour Companies

Tour companies and the intrepid adventurers behind them help us see the world, experience other cultures, and broaden our horizons. It is often easy to forget that the people leading us on some of the most amazing experiences of our lives are small business owners. Like all business owners, tour operators started their businesses to make a living doing what …

Have You Faced Your YEWU? – Time for Year-End Wrap-Up!

Last year, as I was heading home from the office on New Year’s Eve, a beautiful (and hilarious scene) dropped into my mind. We had been busy facilitating Year-End Wrap-Up appointments for all of our wonderful clients. At Polymath, we loving refer to this process as the YEWU (™). That fateful evening, I realized that the YEWU was also so much …

Face to Face Networking in the Digital Age (podcast)

Woodard is interviewing the Most Powerful Women in Accounting 2016, and their first episode features our own Ingrid Edstrom! Listen below, or on Woodard’s site.   Podcast description: Ingrid has received awards and recognitions including Top 40 Under 40, 2016 Most Powerful Women in Accounting, and Insightful Accountant’s 2017 Top 100 ProAdvisor, and she is passionate about building online communities. …

Ingrid breathes fire into client relationships (Podcast)

Podcast episode 54 by John Garrett Ingrid Edstrom is definitely not your stereotypical bookkeeper. She breathes fire, plays Irish music in a band and makes videos with her sidekick, Penny the Practical Professional. Her vision is to make the world a better place, built on a foundation of thriving small businesses, and she does it in the most fun and …

First Day on the Job: Employee Orientation Checklist

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com The first time Polymath LLC hired an employee, I had no idea what I was doing. I brought on a friend to assist during the insanity month of January, and the first task I assigned her was helping me establish our employment procedures. We have come a long way since then, and …

The Honeymoon is Over: Releasing a Client Relationship

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com We’ve all been there. Whether the client relationship started well or you had that niggling feeling from the start that maybe it wasn’t the best fit for your company, people grow and change. Sometimes relationships need evolve or come to an end. Learn how to make this process smooth and even enjoyable …

Packing for the Honeymoon: Discovery Phase Checklist

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com At Polymath LLC we are working to develop systems that are repeatable, consistent, and effective across our diverse client relationships. One of our favorites is our Discovery Phase Checklist. This procedure has helped us to streamline one of the most complicated parts of a budding client relationship, and it has saved us …

The First Date: Initial Client Consultation Agenda

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com When Polymath, LLC became a Certified QuickBooks ProAdvisor back in late 2008, one of the questions on the profile for the “Find A ProAdvisor” website was to check a box indicating whether or not we would offer a 1-hour Free Initial Consultation. Ever since checking that box, the initial consultation has been …

Matches Made in Heaven: 4 Reasons to Have a New Client Checklist

Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com In July 2015, our team at Polymath, LLC realized we needed a better way to triage the onslaught of new client inquiries we were receiving. There were more calls coming in than our small bookkeeping firm could service, and many of the inquiries were not a good fit for us. Thus we created our …

Ingrid wins spot in 2016 Most Powerful Women in the Accounting Profession

We’re excited to announce yet another award Polymath has won! This time our CEO Ingrid Edstrom was selected as one of the 2016 Most Powerful Women in the Accounting Profession by CPA Practice Advisor magazine. (Never mind that Ingrid isn’t a CPA!) According to CPA Practice Advisor, this award “celebrates the increasing presence of women at the highest positions in …

Tips for Bookkeepers: Who’d Like Another Hour in the Day?

Article by Ingrid Edstrom and other Firm of the Future winners, published on Intuit’s FirmoftheFuture.com There is nothing more valuable than our time. Yet, so often, it seems we are so swamped that we never have enough hours in the day to get everything done. We recently sat down with three accounting and bookkeeping experts who had valuable tips to …

Ingrid Teaching a Class at Rogue Valley Business Resource Form

Ingrid Edstrom will be teaching a class for the Rogue Valley Business Resource Forum on Oct 22, 2016. The class is titled Conquer Your Fear of Finances: What every business owner REALLY needs to know about the financial side of their business. Money is the lifeblood of your business. Similar to how we all need to have an understanding of how our …

Ingrid Edstrom one of featured “40 Under 40 in the Accounting Profession”

Ingrid Edstrom was selected as one of the 2016 “40 Under 40 in the Accounting Profession” by CPA Practice Advisor magazine! Why was Ingrid selected? CPA Practice Advisor honors young leaders who are “helping to positively shape the accounting and tax profession”. This is quite the honor for the team here at Polymath, who provide bookkeeping and profit advisory services. None …

What it means to be an ICB Bookkeeper

Article by Ingrid Edstrom published on ICB USA This is an exciting time to be a bookkeeper. With the advances of software and technology, the very definition of the word “bookkeeper” has changed, and we get to be on the cutting edge of these changes. In this Global Bookkeeping Week, I am so proud to be part of such a brilliant, …

Weeding the Garden: How Bookkeepers Can Let Clients Go

Article by Ingrid Edstrom published on Accounting Web Whether you are just getting started as a bookkeeper or you have an established firm, ensuring clients are a good fit for your practice is one of the best things we can do to maintain a healthy business and create sustainable growth. But what about the ones that aren’t a good fit? Read the …

Ingrid is a Featured Speaker at 2016 Accountex Conference

We are thrilled that Polymath’s CEO Ingrid Edstrom has been chosen as a speaker at the 2016 Accountex USA: Accounting Technology Conference! This conference takes place in Las Vegas, November 15-18. “Past attendees repeatedly tell us that the Accountex conference, previously the SleeterCon Accounting Solutions conference, delivers the best networking, educational, and business development experience of any event they’ve ever attended.” …

Empower Your Passion

Article by Ingrid Edstrom published on Between Wall and Main Are you living “the dream?” How about YOUR dream? Do you know what your dream is? If not, how do you get there? How can you empower your passion? We’re going to help you figure out how to empower your passion, right here on Between Wall and Main. Read the …

Adapt your practice to build more powerful client partnerships

Newsletter published by Intuit Quickbooks Ingrid Edstrom went beyond her comfort zone and moved more than half of her clients to fixed pricing in just a few months. She discovered just how much clients value such guidance. Read the whole newsletter here: http://tinyurl.com/hf3e25r