0 Results

Carla Caldwell

Communicating Value to Clients

See how words and thoughtful strategies can not only grow your business, but also demonstrate significant value to your clients and prospects. 

Read More

Read More

Carla Caldwell

How to Explode the Growth of Your Firm by Pruning Your Client List

Learn strategies about deciding which clients are most worth pursuing for maximum firm growth. 

Read More

Read More

Kristen Nies Ciraldo

How to Make Your Clients Seem Like "Regulars"

Get advice on how to cultivate great client relationships so that they feel like regulars. 

Read More

Read More

Kristen Nies Ciraldo

The "Cheers" Theory of Client Interaction and Niche Practice Satisfaction

See how treating your clients like "regulars" can yield powerful results.

Read More

Read More

Stacy Kildal

Before You Send that Engagement Letter, You Should Date Your Client

Get to know your prospects and build a relationship before taking them on as a client. 

Read More

Read More

Ingrid Edstrom

#RecipeForSuccess: How to Engage the Right Clients for Your Firm Using Exclusive Onboarding

Get advice on how to find your ideal client and develop a long-lasting client relationship.

Read More

Read More

Bob Wang, CPA, CA

7 Ways to Get Your Clients to Write Reviews

Get expert advice on how to generate more client reviews for your business, so that you can be attractive to prospects. 

Read More

Read More

Carla Caldwell

The Social Side of Niche Marketing: Is it a Pro or Con?

Chances are you have one or more niches; find out how to use social media to market your expertise.

Read More

Read More

Elaine Orr

#RecipeForSuccess – How Bookkeepers Can Engage Potential New Clients

Discover the power and success that comes from a great business owner-bookkeeper relationship.

Read More

Read More

Rebecca Kelley, CPA

5 Strategies to Attract Ideal Clients for Your Practice

Not every prospect is a good fit for your firm; learn best practices on how to find higher-quality clients.

Read More

Read More

Firm of the Future Team

Why Online Reviews of Your Firm Matter

Discover the power and impact online reviews can have on your firm.

Read More

Read More

Ingrid Edstrom

How to Ensure a Potential Client Is a Good Fit

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.  

Read More

Read More

Ian Vacin

Effective Client Onboarding Strategies for Your Practice

Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.

Read More

Read More

Ingrid Edstrom

How to Streamline the Complicated Parts of Client Relationships

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. 

Read More

Read More

Gregg Bossen

9+ Creative Ways to Attract and Retain Clients

Try these proven tips from Gregg Bossen to find and keep more clients.

Read More

Read More

Ingrid Edstrom

4 Reasons to Have a New Client Checklist

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.

Read More

Read More

Finding & Keeping Your Dream Accounting Clients Through Social Media

Learn how accountants can build an online presence by establishing a niche, which attracts prospects ideal for the practice.

Watch Now

Watch Now

Darren Root

7 Steps for Starting New Clients

There is new, powerful evidence that the customer is shifting and that customer experience is driving buying decisions. Learn how accountants can begin to focus on creating a great client experience.

Read More

Read More