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.” …

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

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.

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 …

Polymath Recognized in World’s Most Inspiring Accountants

Do you ever wonder how you’ll make a profound difference in the world? Inspiring others is often thought to be the lifeblood of a community, and you may be surprised to find that Accounting Firms hold a unique bit of real estate in the area of inspiration. According to the authors of World’s Most Inspiring Accountants, “accountants across the world …

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 …

Becoming a Firm of the Future

A lot of my colleagues in the accounting profession have been asking me lately what the secret is to Polymath’s recent growth spurt. The answer is twofold: It’s not a secret. There are so many things! While I could (and have) talked for hours about each piece that has helped us along the way, there was a very key piece …

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 …

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The Importance of Redefining Bookkeeper

We are so excited to be published in the AccounTex Report! The Importance of Redefining Bookkeeper: Click here to read the full article. Learn about the important changes happening in the world of business & finance. Want to learn more? Ingrid taught a class on this topic at the Accountex conference in 2016 called “Redefining Bookkeeper for Today and Tomorrow.” That course …