“Bookkeepers make the best Strategic Advisors to small business owners. We have a deep knowledge of the day-to-day financial side of the client’s business.”― Ingrid Edstrom
In winter of 2016, Polymath LLC began a custom implementation of the LivePlan Method for Strategic Advising. Polymath was looking for a solution for full-scale advisory services that would position them to profitably and confidently engage with their clients in business planning.
About the client
Polymath LLC is a bookkeeping company located in Oregon’s beautiful southern Rogue Valley. Surrounded by rolling hills, panoramic vistas of the Siskiyou mountains, and the world-class Oregon Shakespeare Festival, Polymath embraces everything wonderful about the area.
It is a company full of life and fun, but they take their work with clients very seriously. They are fully dedicated to their client advisory services and have embraced cloud technology, software solutions, and business methods that support flexible relationships with their clients.
Polymath CEO and founder Ingrid Egstrom is a leader in the accounting community who regularly speaks on advances in the bookkeeping profession. She is also the founder of Ask a Bookkeeper, the engaging video series featuring Penny the Practical Professional.
Polymath first began using LivePlan in 2015, after attending the LivePlan workshop at Scaling New Heights. That year, they began focusing on building their advisory services, and they were looking for a simple tool to support this. LivePlan’s cloud-based solution was appealing for its simplicity and structure, and lined up with their other products like Quickbooks Online. Polymath began offering LivePlan to select small business clients who wanted to create Lean Plans and do a better job managing their businesses.