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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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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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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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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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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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Ian Vacin

Building Trust and Relationships as a Key Growth Strategy

Be there for your clients and cultivate your relationship with them to become a better trusted advisor, and see your firm soar.

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Ian Vacin

How to Maximize the Value of Referrals, Ratings and Reviews

Keep your business growing and your clients happy with these tips.

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Diana Mackie

LinkedIn Tips Just For Accountants

For accountants and other professionals, LinkedIn is one of the top sites prospective clients use to research their background and the services they provide. Learn about the key items to keep updated on your LinkedIn profile.

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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.

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Priyanka Prakash

5 Working Capital Options For Small Business Growth

Read a breakdown of 5 working capital options to grow your client's small business, including what type of businesses each option is best suited to, and how expensive each can be.

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Elizabeth Joyce

Future Profiles: Cathy Iconis, Iconis Group

Cathy Iconis discusses how her outsourced accounting firm maintains great client relations & high satisfaction & how she uses social media to build her business

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Hector Garcia

Strategies for Helping Your Clients Earn More Money

Learn how and why a large group of accounting professionals now concentrate on “Advisory Services."

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Priyanka Prakash

5 Ways to Help Your Small Business Client Get a Bank Loan

This article covers 5 steps your small business clients can take to better position themselves for successfully obtaining a bank loan.

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Girish Shenoy

4 Tips for Best CPA Customer Engagement

It’s no longer enough to merely support a customer. Read 4 tips to help you improve your client service strategy.

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Stacy Kildal

7 Steps to Giving Bad News to Clients

Unfortunately, accountants and bookkeepers are frequently in the business of giving bad news. Read my approach to delivering bad news to clients.

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