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.
Learn about four key trends that will result in the complete transformation of the accounting industry.
Most people don’t expect a WOW experience when dealing with an accounting firm. Learn how to create a WOW experience for your clients.
Get advice on how to select your customers from 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.
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.