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Firm of the Future Team

How to Ask Your Clients for Good Referrals

Get strategic advice for getting better client referrals to grow your business.

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Firm of the Future Team

Keep Them Coming Back: How to Retain Good Clients

Get tips on how to keep your best clients, in order to keep your business thriving. 

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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.

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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.

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Gregg Bossen

9+ Creative Ways to Attract and Retain Clients

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

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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.

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Jeff Borschowa

4 Key Trends Shaping the Transformation of the Accounting Industry

Learn about four key trends that will result in the complete transformation of the accounting industry.

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Edi Osborne

How to Create a Wow Experience for Your Accounting Clients

Most people don’t expect a WOW experience when dealing with an accounting firm. Learn how to create a WOW experience for your clients.

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Scott H. Cytron

How to Use Low-Touch Methods to Find New Clients

While there are lots of ways to market your services, I believe “low-touch” methods are the best to find new clients. Learn this effective strategy, which works time and time again, and often at lower cost.

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Ron Baker

Avoiding Baker's Law: Bad Customers Drive Out Good Customers

Get advice on how to select your customers from expert Ron Baker.

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Katie Tolin

It's Not Too Late to Get Tax Clients

Just because it's tax season doesn't mean it's time to stop recruiting clients for your firm; get a set of practical tips from marketing expert Katie Tolin.

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Ron Baker

Ask Ron Baker: Firing Customers

Firing clients is never fun, but it must sometimes be done for the sake of your firm or company. Get strategy on how to fire customers from expert Ron Baker.

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Carrie Kahn

How to Use Client Meetings to Get More Business

Learn how to develop more business with clients and get quality referrals.

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Firm of the Future Team

Why Online Reviews of Your Firm Matter

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

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How Working on the Cloud is Liberating for Accountants and Their Clients

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.  

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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.  

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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. 

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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.

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