13
Nov
2016

Packing for the Honeymoon: Discovery Phase Checklist

NOTE: This article was originally published in November of 2016 when I owned and operated Polymath, LLC:

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. This procedure has helped us to streamline one of the most complicated parts of a budding client relationship, and it has saved us buckets of time while tremendously increasing the value we offer early on. We are happy to share this process with you in hopes that it can help you on your journey, as well.

Read the whole article here: Packing for the Honeymoon: Discovery Phase Checklist

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Client Relationships, Contributions, Firm of the Future, Workflows
11
Nov
2016

The First Date: Initial Client Consultation Agenda

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 in Accountant, Client Relationships, Contributions, Firm of the Future
09
Nov
2016

Matches Made in Heaven: 4 Reasons to Have a New Client Checklist

In July 2015, our team at Polymath, LLC realized we needed a better way to triage the onslaught of new client inquiries we were receiving. There were more calls coming in than our small bookkeeping firm could service, and many of the inquiries were not a good fit for us. Thus we created our New Client Questionnaire. Check out this article on the Firm of the Future website to learn how this process may be able to help you find the right clients in your business.

Read the whole article here: Matches Made in Heaven: 4 Reasons to Have a New Client Checklist

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Client Relationships, Contributions, Firm of the Future, Guest Appearances
11
Oct
2016

Tips for Bookkeepers: Who’d Like Another Hour in the Day?

There is nothing more valuable than our time. Yet, so often, it seems we are so swamped that we never have enough hours in the day to get everything done. We recently sat down with three accounting and bookkeeping experts who had valuable tips to share. Here is what they had to say:

Read the whole article here: Tips for Bookkeepers Who'd Like Another Hour in the Day

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Firm of the Future, Guest Appearances
21
Sep
2016

Weeding the Garden: How Bookkeepers Can Let Clients Go

Whether you are just getting started as a bookkeeper or you have an established firm, ensuring clients are a good fit for your practice is one of the best things we can do to maintain a healthy business and create sustainable growth. But what about the ones that aren’t a good fit?

Read the whole article here: http://www.accountingweb.com/practice/clients/weeding-the-garden-how-bookkeepers-can-let-clients-go

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Client Relationships, Contributions
27
Jul
2016

Adapt Your Practice to Build More Powerful Client Partnerships

Ingrid Edstrom went beyond her comfort zone and moved more than half of her clients to fixed pricing in just a few months. She discovered just how much clients value such guidance.

Read the whole newsletter here: http://tinyurl.com/hf3e25r

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Firm of the Future, Guest Appearances, In the News, News & Media
23
Jul
2016

Building Your Business to be Sustainable

We received a comment from Ingrid Edstrom, a bookkeeper in the US, who was presenting a paper called, Redefining Bookkeeper for Today and Tomorrow at Accountex 2016. Ingrid wrote that “Bookkeeping is now a highly specialized profession that requires an amazing combination of tech-savvy, business acumen, and people skills.” How apt is this statement! I encourage you to have a read of Ingrid’s paper, and widen your thoughts on how you can bring automation into your business.

Read the whole article here.

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Guest Appearances, In the News, News & Media
16
Jul
2016

Woodard Webinar | July 2016

Posted by Ingrid Edstrom in Accountant, Contributions, Guest Appearances, Webinar
13
Jul
2016

The Freedom of Cloud-Based Accounting: Intuit Users Share their Stories

Why move online? Intuit user Thomas Gabbert, CPA, and three of his industry peers, including Polymath's own Ingrid Edstrom, offer first-hand accounts of how the move to cloud-based accounting can boost efficiency, deepen client relationships and make data entry obsolete.

Ingrid speaks at 2:23 minutes.

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Firm of the Future, Guest Appearances, In the News, News & Media, Videos
06
Jul
2016

How Did this Proadvisor Build a Waiting List of Clients?

I know what you’re thinking… the very thought of a 'waiting list' is bizarre. Shouldn’t you always take the work? Is that how you grow…never say 'no' to any prospect? In our interview with Ingrid Edstrom, a Firm of the Future advisor, we asked her how (or perhaps more importantly… WHY) she has a client waiting list.

Read the whole article here.

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Guest Appearances