Polymath Bookkeeping Services



Certified QuickBooks ProAdvisor®


Packages

 

  
 
Downloaded transaction matching
Reconcile all financial accounts monthly
Monthly management reports by email
Expense review and budgeting for future goals
Unlimited basic phone/email support
1099 filing services and fees
Year-End wrap up
Games we play
Meetings

First Class Package

All the Games!
Downloaded transaction matching
Reconcile all financial accounts monthly
Monthly management reports by email
Expense review and budgeting for future goals
Unlimited basic phone/email support
1099 filing services and fees
Year-End wrap up
Games we play : Unlimited games. You choose and roll out one at a time
Meetings: Monthly strategy/game implementation meetings

Premier Package

Let's Play
Downloaded transaction matching
Reconcile all financial accounts monthly
Monthly management reports by email
Expense review and budgeting for future goals
Unlimited basic phone/email support
1099 filing services and fees
Year-End wrap up
Games we play : Budget & forecasting + 1 game to play with us
Meetings: Quarterly strategy meetings

Business Package

Bookkeeping Adventures
Downloaded transaction matching
Reconcile all financial accounts monthly
Monthly management reports by email
Expense review and budgeting for future goals
Unlimited basic phone/email support
1099 filing services and fees
Year-End wrap up
Games we play : Budget planning and forecasting only
Meetings: Quarterly strategy meetings

Games we play:

  • Budgeting, Forecasting, and Intentional Decisions – Included in all packages!
  • Year-End Wrap-Up (YEWU) – Let’s proofread the books and make sure that you are ready to file your 1099s & W2s. Then we can get your clean and complete books off to your tax accountant. – Included in all packages.
  • Software/App Setup or Transition – Switching payroll systems? Starting to use Expensify, TSheets, Bill.com, Hubdoc, or another one of our favorite apps? We can help!
  • Profit Assessment and Advisory Services – Let’s turn your cash-eating monster into a money-making machine!
  • LivePlan Setup – A great app for big picture planning and decision making. This is a prerequisite for our Strategic Advisory Services.
  • Cash Flow Projection – If your current trend continues, where does that leave your bank account?
  • Accounts Receivable Deep-Dive – Let’s get you paid faster!
  • Gross Profit Margin Analysis – Are your goods/services truly profitable? Let’s find out! – The time-frame on the game will vary depending on the kinds of good/services you sell and the number of income streams to review.
  • Internal Process Review – Not sure you’re doing part of your daily routine correctly? Let’s go over it together, tighten things up, and get the routine in writing.
  • Vision, Mission, Purpose Creation – What’s your Why? Learn to communicate your passion more effectively.
  • Chart of Accounts Clean-Up – Have things started to get messy or confusing? Let’s go over it together and make things more concise.
  • Predictable Success – Discover the personality types of yourself and members of your team to build better cohesion and more effective processes.
  • Marketing Effectiveness Analysis – How much are you spending on your various marketing avenues? Are those working to bring in new customers, or just eating cash? Let’s find out.
  • Leadership Training – Step up into the leadership role in your business. Learn strategies to more effectively guide your team.
  • Select your Key Performance Indicators (KPIs) – What are the top metrics you want to focus on to determine if your choices are effective?

Choosing a Bookkeper


The idea of bookkeeping can be daunting to many small business owners, and the longer it is put off, the more intimidating it becomes. We have helped many small businesses get their finances together and reorganize, some of whom were coming to us with years of old paperwork. We can slay your paper monster and put your business in the cloud!

Choosing a bookkeeper can be daunting, and we want to make sure that your find the best fit for your needs, even if that is not with us. Polymath offers Full-Charge Bookkeeping and Profit Advisory Services.

Choosing a Bookkeeper

Choosing a Bookkeeper

What is the difference between a Data Entry Bookkeeper (DEB) and a Full-Charge Bookkeeper?

Discover More!

As Quickbooks ProAdvisors®, we have access to unlimited Intuit customer support as well as money saving discounts on Intuit products and services. We are also all members of the Southern Oregon Bookkeepers Association. SOBA is an exclusive professional organization that ensures the integrity and proficiency of our members through reference and background checks. Whether you choose to work with Polymath or not, make sure that you properly review your bookkeeper’s background.

Bookkeeping Road Map

Learn how a new relationship with Polymath begins.

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