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.
Learn about four key trends that will result in the complete transformation of the accounting industry.
Learn how the art of persuasion and influence can help businesses get ahead. See the 21 principles of persuasion.
Get strategies to become your clients' trusted advisor and help them grow their businesses.
Consultants, would you classify yourself as generalist or specialist? Learn how to benefit from either.