How did this proadvisor build a waiting list of clients?

Excerpt from Insightful Accountantwaiting list - Ingrid Edstrom

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.

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Ingrid Edstrom is the Priestess of Profits at the award winning bookkeeping firm, Polymath LLC. She has been recognized as one of the accounting profession’s Top 40 Under 40, Most Powerful Women in Accounting, and the 2017 Top “Up-N-Comer” ProAdvisor. She is a certified FICB (Fellow member – Institute for Certified Bookkeepers), and she has been instrumental in establishing the ICB in the United States, including launching their new webinar series. Ingrid is the creator the online education series, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group. When Ingrid is not teaching or playing her favorite video game (QuickBooks!), she is usually playing Irish music or frolicking with her goats.

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