Solid marketing is based on constantly being in front of your clients. Scan these tips for fast, quick wins.
Discover the power and success that comes from a great business owner-bookkeeper relationship.
Get the value pricing steps and advice you need to take your business to the next level.
Practice guru Ian Vacin discusses three proven steps to onboard new clients.
Get advice on how to be a great bookkeeper for your clients.
Expand your advisory service as an accountant by tapping into the array of technology opportunities and benefits available today.
Get value pricing guidance from the profession's most-noted expert, Ron Baker.
Stacy Kildal, QuickBooks and Square have partnered to help you plan your clients’ businesses for success with their informative eBook. Walk your clients through the 5 steps of evaluating their businesses and taking action to make improvements.
Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.
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.