Workflows

17
Nov
2016

First Day on the Job: Employee Orientation Checklist

The first time Polymath LLC hired an employee, I had no idea what I was doing. I brought on a friend to assist during the insanity month of January, and the first task I assigned her was helping me establish our employment procedures. We have come a long way since then, and perhaps our journey can help you along yours.

Read the whole article here: First Day on the Job: Employee Orientation Checklist

Ingrid Edstrom Qualifications
Posted by Ingrid Edstrom in Accountant, Contributions, Firm of the Future, Workflows
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