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 Forum

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.” …

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

Building your Business to be Sustainable

Excerpt from Uniting Bookkeepers We received a comment from Ingrid Edstrom, a bookkeeper in the US, who was presenting a paper called, Redefining Bookkeeper for Today and Tomorrow at Accountex 2016. Ingrid wrote that “Bookkeeping is now a highly specialized profession that requires an amazing combination of tech-savvy, business acumen, and people skills.” How apt is this statement! I encourage …

Woodard Webinar | July 2016

Members-Only Monthly Webinar by Woodard Network This webinar focuses on Intuit’s Firm of the Future contest and helping accountants to understand how to participate in this fun contest. Ingrid’s section starts at 13:03 View the webinar here: https://attendee.gotowebinar.com/recording/3836292102631738114  

The freedom of cloud-based accounting: Intuit users share their stories

Published by QuickBooks Accountant University [Video youtubeid=”-HL3Al_RMUI”] Why move online? Intuit user Thomas Gabbert, CPA, and three of his industry peers, including Polymath’s own Ingrid Edstrom, offer first-hand accounts of how the move to cloud-based accounting can boost efficiency, deepen client relationships and make data entry obsolete. Ingrid speaks at 2:23 minutes.

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Empower Your Passion

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How did this proadvisor build a waiting list of clients?

Excerpt from Insightful Accountant I know what you’re thinking… the very thought of a ‘waiting list’ is bizarre. Shouldn’t you always take the work? Is that how you grow…never say ‘no’ to any prospect? In our interview with Ingrid Edstrom, a Firm of the Future advisor, we asked her how (or perhaps more importantly… WHY) she has a client waiting list. Read the whole article …

How to Hire the Perfect Partners [Podcast]

Podcast interview with and article about Ingrid Edstrom on JetpackWorkflow.com In this interview with David Cristello of Jetpack Workflow, Ingrid walks through How she started her company The problems (and lessons) she had with hiring staff to grow How to raise her rates, grow Polymath, live out its mission of redefining accounting plus doubling her business with less clients. Read …

2016 Top Cloud Accounting Blogs

Blake Oliver recently published a great blogpost called the “12 Best Cloud Accounting Blogs of 2016.” It’s a good read! There were a couple on there that we hadn’t followed previously that we’re definitely going to need to check out. A couple really fun things about this article: Our good friend and Favorite Nerd, Seth David, made the list with his fantastic …

Catalytic Leadership Types

Many of us see leaders only as people who facilitate meetings, speak in front of groups, and manage teams of people. Everyone can be a leader in their own way. There are a lot of different kinds of leadership roles, types, and skills. The key is finding your forte. Being a leader does not mean you have to be on your A-game all of …