poverty mindset

Taking a Consultative Approach to Your Customers’ Chronic Poverty Mindset

This webinar on Poverty Mindset was hosted by the Institute for Certified Bookkeepers (ICB). Ingrid Edstrom dives deep into the factors that keep our clients from achieving success, and how accounting professionals can assist them. It’s easy to overlook our accounting clientele’s human issues, yet emotions like worry and fear permeate their businesses, keeping them from focusing on the big …

networking

Networking – Secrets of Master Networkers for Bookkeeping Professionals

This webinar on Networking was hosted by the Institute for Certified Bookkeepers (ICB). Ingrid Edstrom dives deep into how small businesses can gain new clients by effectively using word of mouth marketing. The pressure to be professional, make a good impression, and produce the results we are hoping for requires us to comfortable in social environments. Believe it or not, networking …

bookkeeper

Redefining Bookkeeper for Today and Tomorrow

This webinar on Redefining Bookkeeper was hosted by the Institute for Certified Bookkeepers (ICB). Ingrid Edstrom dives deep into the bookkeeping profession has evolved, the skills and knowledge needed to be a bookkeeper in our modern world, and the importance of using the terminology that our clients are using to search for the services they need. The bookkeeping profession has …

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/ Please follow and like us:Ingrid EdstromIngrid Edstrom is the Priestess of Profits at …

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 …

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 …

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 …

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 Please follow and like us:Ingrid EdstromIngrid Edstrom is the Priestess of Profits at the award winning bookkeeping firm, Polymath LLC. …

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   Please follow and like us:Ingrid EdstromIngrid Edstrom is the Priestess of Profits at the award winning bookkeeping firm, Polymath LLC. She has …

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. Please follow and like us:Ingrid EdstromIngrid Edstrom is the …

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 …