Polymath Consulting Services

Strategy Conversation Menu

"What sorts of things can Polymath help my business with?"

The answer: Almost too much to fathom in a single conversation.

Our favorite things are time-saving software integration, managing seasonal cash flow, and tracking guide cash expenditures, especially in foreign currencies. That's just the tip of the iceberg! Let us know what your top pain points are, and we can discuss how to get you pointed in the right direction.

In the mean time, take a look at our menu below to start to get an idea for the possibilities, and don't let the abundance of options overwhelm you. We will take it one step at a time. You can do this!

Strategy Conversation Menu:

  • 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.
  • Mid-Year Check-In (MYCI) – Similar to the YEWU, this is a full proofread of your books to ensure all i’s are dotted and t’s are crossed. We recommend doing this more than once a year, particularly for larger businesses with a lot of transactions.
  • 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!
  • Live Plan 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?
  • Product/Service Review – Let’s dive deep into seeing which of your offerings are actually making you money, and which are not. Do you know your Gross Margin on EACH of your offerings?
  • Exit Strategy/Continuation Plan – Do you want to retire some day? Sell your business? Pass it to one of your team members? Are you thinking of just closing down at some point? Let’s plan ahead to make that as painless and profitable as possible.

Choosing a Consultant

The idea of accounting 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 financial strategy together and reorganize, some of whom, were coming to us with years of old paperwork. We can show you how to slay your paper monster and put your business in the cloud!

Need help choosing a bookkeeper?

Choosing a Bookkeeper

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

Discover More!

At Polymath we love forming deep, long-lasting relationships with our clients. We work with clients who want to maintain a monthly working relationship, building a solid collaborative relationship, with a success partner. This helps us to keep communication consistent, and produces profound results. We want to make sure that you are feeling the value of our relationship, in your peace of mind, and on your bottom line.

We want to make sure that you find the best fit for your needs, even if that is not with Polymath. Polymath offers a wide array of advisory services, and we can even help you select a bookkeeper or other fantastic people to add to your team that will fulfill your business's daily needs.

As an Advanced Certified Quickbooks ProAdvisor®, Polymath has access to unlimited Intuit customer support as well as money saving discounts on Intuit products and services. Whether you choose to work with Polymath or not, make sure that you properly review the qualifications of all professionals that you engage with.

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