Learn strategies about deciding which clients are most worth pursuing for maximum firm growth.
See how treating your clients like "regulars" can yield powerful results.
Get to know your prospects and build a relationship before taking them on as a client.
Get advice on how to find your ideal client and develop a long-lasting client relationship.
Chances are you have one or more niches; find out how to use social media to market your expertise.
Discover the power and success that comes from a great business owner-bookkeeper relationship.
Not every prospect is a good fit for your firm; learn best practices on how to find higher-quality clients.
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.
Learn how accountants can build an online presence by establishing a niche, which attracts prospects ideal for the practice.