Matches Made in Heaven: 4 Reasons to Have a New Client Checklist

Article by Ingrid Edstrom published on Intuit’s

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 New Client Questionnaire. Check out this article on the Firm of the Future website to learn how this process may be able to help you find the right clients in your business.

Read the whole article here: Matches Made in Heaven: 4 Reasons to Have a New Client Checklist

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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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