When doing a free one hour consultation to anyone who requested one was not productive, Polymath LLC developed an online request form to be the first step in developing a relationship. Read about very positive benefits they've seen.
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.
Before meeting with a client for the first time, you want to feel confident that this new relationship has the potential of being a good fit. See what the team at Polymath does to ensure a love connection.
Breaking up doesn't need to be so difficult. Many firms talk about "firing clients" when things aren't working out; at Polymath LLC, we have reframed that conversation to be more positive, reminding the client that we are focused on their best interests.
Improve your small business and watch it grow, with these streamlined strategies and systems.
Find out how accountants just like you are choosing to offer proactive, forward-looking advice to their clients.
Hear why accountant Ingrid Edstrom loves saving clients time with Receipt Bank, or how Victoria Wasek protects peace of mind with SmartVault.
Having happy employees leads to happy customers. Launching each new employee relationship with positive intention and a solid plan can help set your company on a path to success.