Guest Appearances

The Best Year-End Process Ever

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Bill.com Tweeted

The Best Year-End Process Ever: It truly is a thing of nerdy #bookkeeping beauty.

In December of 2016 an article I wrote about my unique Year-End Wrap-Up process was featured in Intuit's Firm of the Future blog, and that process has since been adopted by countless businesses around the globe!  I'm honored that so many have found my YEWU to be so useful, beneficial, and efficient for their businesses.

From the Firm of the Future article:

"Our darling Penny the Practical Professional thinks that a YEWU is a magical creature that is half-yeti and half-emu. She believes that the YEWU comes around only once a year to bring presents to all the good business owners who filed their payroll forms and 1099’s on time, and whose QuickBooks are in order for taxes without needing an extension.

In fact, YEWU stands for Year-End Wrap-Up. It’s the process we go through at the end of each year with all of our clients to make sure that their 1099’s and W2’s get done on time. We also ensure that their books are all clean and ready for their tax accountants."

Read the full article here: https://www.firmofthefuture.com/content/the-best-year-end-process-ever/

Download your very own YEWU Routine from the Accountant Education page here: https://ingridedstrom.com/accountant-education/

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Firm of the Future, Guest Appearances, In the News

Face to Face Networking in the Digital Age (podcast)

Podcast description:

Ingrid has received awards and recognitions including Top 40 Under 40, 2016 Most Powerful Women in Accounting, and Insightful Accountant’s 2017 Top 100 ProAdvisor, and she is passionate about building online communities. Her successes and innovations with networking earned Ingrid recognition in Intuit’s 2015 Firm of the Future contest.

During this episode we will drill down on the benefits and strategies of networking and community building, both online and face to face.

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Archives, Contributions, Guest Appearances, In the News, Podcast

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

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

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

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

Woodard Webinar | July 2016

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

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

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

How to Hire the Perfect Partners [Podcast]

In this interview with David Cristello of Jetpack Workflow, I walk through:

  • How I started my company.
  • The problems (and lessons) I had with hiring staff to grow.
  • How to raise my rates, grow Polymath, live out its mission of redefining accounting plus doubling my business with less clients.

Read the whole article and find the podcast HERE!

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