Chances are you have one or more niches; find out how to use social media to market your expertise.
Get advice for when to schedule virtual meetings.
See how one forward-thinking business is working together with their client and embracing the Firm of the Future concept to succeed.
Get advice on how to better communicate with clients, so that you can help them thrive, and help you grow your firm.
Solid marketing is based on constantly being in front of your clients. Scan these tips for fast, quick wins.
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.
Be there for your clients and cultivate your relationship with them to become a better trusted advisor, and see your firm soar.
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.