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.
Get value pricing guidance from the profession's most-noted expert, Ron Baker.
See how some of Intuit’s selected Firm of the Future bookkeepers and accountants are leveraging QuickBooks Online and other cloud-based technologies to save hours of time, empower their clients, and create a more harmonious work-life balance.
Should you combine these into one document? Ron Baker tells you what you need to know.
Ingrid Edstrom, of Polymath LLC discusses how using cloud-based software and value priced agreements allows her firm to partner with clients in order to help them reach their overall goals.
Cloud-based solutions change the game in terms of collaboration and relationships. Learn how these technologies can help you build stronger relationships with your clients.
What is Candy learning from Ron Baker as she moves to value pricing?
Two months in, Candy shares the fact her “eyes have been opened” to the knowledge that flat-rate pricing can offer attractive flexibility for new and existing clients.