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Carla Caldwell Erin Walsh Dyer

Ultimate Client Onboarding Guide to QuickBooks Online

Onboard clients to QuickBooks Online with our new resource guide. We've done the heavy lifting for you with articles and checklists on how to introduce and convert clients to QuickBooks Online. Review the guide today.

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Erin Walsh Dyer

Proposing Your Services to Move Clients to QuickBooks Online

In this article, you’ll find great resources about the proposal process for a new client. We’ll discuss why you need an onboarding strategy, and how this provides a great experience for not only your client but your team as well. You’ll learn key questions to ask your prospective client to ensure you cover all the bases in your engagement letter, but also help you evaluate your billing model (hourly vs flat fee) to ensure you are pricing your engagements profitably.

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Erin Walsh Dyer

Setting Up New Clients and Converting Clients to QuickBooks Online

In this article, you'll learn how to do a QuickBooks Online conversion.  You’ll learn how to take a client from QuickBooks Desktop to QuickBooks Online, as well as what to do when you have a client who wants to start fresh in QuickBooks Online.  

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Ian Vacin

How to Consistently Complete Client Onboarding in Less Than 30 Days

Practice guru Ian Vacin discusses three proven steps to onboard new clients.

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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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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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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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Hector Garcia

QuickBooks Training Services to your Accounting Practice

While accountants are making the shift to the Trusted Advisor role, many argue that there are limiting factors in making the change, like who will do the data entry. Learn how adding QuickBooks Training services can solve some of these issues.

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Edi Osborne

How to Create a Wow Experience for Your Accounting Clients

Most people don’t expect a WOW experience when dealing with an accounting firm. Learn how to create a WOW experience for your clients.

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Jason Blumer

3 Big Applications for Firm Owners as they Sell their Services

In part two of this series, see how to apply the 3 big opportunities from part one, so that you can utilize today's tools and grow your firm. 

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Jason Blumer

3 Big Opportunities for Firm Owners as they Sell their Services

See which three key ingredients can take your firm to the next level.

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Carla Caldwell

Training Your Clients for Long-Term Success

In the final article of our onboarding series, you’ll learn the importance of training your client.  Whether you are sitting with your client face to face or online, we’ll show you how to help your client learn the process of working with your firm and with QuickBooks Online.   

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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 and Efficient Client Onboarding

Learn how to create a standardized process for onboarding a new client into a partnership with your firm.

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Karine Woodman

Organize Accounting Clients Through Automation & Collection tools

Help your accounting clients get organized by educating them, new procedures, automation & collection tools.

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Scott H. Cytron

How to Help Your Clients Get a Grip on Expenses

Whether your clients work for themselves or run a small business with employees, they may find that expense tracking is a time-consuming task. Discover how to make expense tracking easier and more efficient.

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Darren Root

How The Cloud Helps Retain CPA & Bookkeeping Clients

Learn why firms that are implementing cloud systems effectively are those that are enjoying exceptional client satisfaction.

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