Not every prospect is a good fit for your firm; learn best practices on how to find higher-quality 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.
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.
Keep your business growing and your clients happy with these tips.
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.
Learn how and why a large group of accounting professionals now concentrate on “Advisory Services."
This article covers 5 steps your small business clients can take to better position themselves for successfully obtaining a bank loan.