When Polymath, LLC became a Certified QuickBooks ProAdvisor back in late 2008, one of the questions on the profile for the "Find A ProAdvisor" website was to check a box indicating whether or not we would offer a 1-hour Free Initial Consultation. Ever since checking that box, the initial consultation has been an important part of our client on-boarding process. Learn how you can use this opportunity to ask the right questions, ensuring that your new clients are a great fit every time.

Read the whole article here: The First Date: Initial Client Consultation Agenda

Ingrid Edstrom Qualifications

Posted by Ingrid Edstrom