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 …

bookkeeper

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 …

To One of My Heroes

I have only known Kaydee Peterson for a couple of years, and in that time she has inspired and helped my firm grow on so many levels. It was Kaydee who mentioned the National Advisor Network to me back in the late summer or early autumn of 2014. She encouraged me to join, saying that it was one of the …

Employee Gift Card Rewards?

We often hear from clients who want to offer cash bonuses, gift cards, and other appreciation and incentives to their employees. Generally we advise them to take caution in this, and to be sure to ask their tax accountant for tax compliant procedures. Our friends at Mammoth HR up in Portland have published a great blog on this very topic! …

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.

Our Favorite Nerd

We have an opportunity to recognize someone who has been very influential to Polymath, and we want to do it right. It is time to reward all of his great work with as public of a Thank You as we can muster on our little website and social media circles. We hereby officially nominate Seth David of Nerd Enterprises, Inc. for …

Resources that Rock My World

We get a lot of great newsletters from some pretty fantastic professional networks, app partners, and other business thought leaders. We get so many that I generally just skim them for headlines that catch my eye, and delete them when they don’t. One of my favorites is the LivePlan newsletter.  They have such awesome content that I often derail my …

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 …

Polymath mentioned in Insightful Accountant Webinar

Click Here to watch the Insightful Accountant Webinar (Adopt It – Build It – Grow It: Engineering the Future Ready Firm). Polymath is mentioned at 45:41! https://attendee.gotowebinar.com/recording/626991379458359298

SleeterCon Fireside Chat with Firm of the Future Winners

At SleeterCon 2015, the three Firm of the Future winners were interviewed in a “Fireside Chat.” As you already know, we were one of the three winners! Watch below the interview with Ingrid Edstrom and the other winners. [embedyt] http://www.youtube.com/watch?v=SW7jthQrbx0[/embedyt]

In the News at Intuit Accountants Blog

In the News at Intuit Accountants Blog Polymath has been interviewed by writers at the Intuit Accountants blog several times, so we figured we’d put a few of them together for you to check out! Firstly, Polymath was interviewed with the other the winners of Intuit’s Firm of the Future about Best Practices. https://blog.accountants.intuit.com/ways-to-grow-your-business/best-practices-firm-of-the-future-winners/   In addition, we were interviewed in …

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 …