Polymath is not for everyone, but we might be for you.

We want you to find the best fit for your needs, even if it is not with us. There is no sense in investing valuable time and resources into a relationship that isn't going to be what both sides need. If there are any red-flags indicating that we may not be the best fit for each other, it is best for us not to engage. We encourage you to be transparent and candid with any questions or concerns you may have. 

For deeper clarity about the specifics of what the ins and outs of our relationship may look like, be sure to scroll to also check out our Client Rights and Responsibilities page. You can also visit our About Us page to learn more about our company values.


We love to work with business leaders who LOVE what they do, are working to make the world a better place through their business, and who want to form real human connections through their work.

They aren't just running a business. They are living a dream.

They've built their businesses by surrounding themselves with talented people who can serve their customers well, but they have struggled to find strategy advisors and accounting professionals who understand their goals, can answer their essential questions, maintain high performance standards, and really partner with them for their company's success.

Polymath serves as a stratgy advisor and Chief Financial Officer. We integrate best by raising the financial intelligence of a CEO who has high emotional intelligence, is people and mission-centric, has a strong vision for the company's future, maintains high standards for themselves and others, and is not averse to trying new ideas.

We work with business owners to are often frustrated and confused by the financial side of business, but who want to keep a pulse on the health of their company and learn to make more intentional decisions. They put strategy first and tactics second. They are lifelong learners who welcome having mentors and coaches.


To build a business you love, you need to love your your business. You need to commit. Financial strategy is not something you can do half-assed.

To build a successful business, you must have a spirit of abundance. Leaders who are fear-based, suspicious, or pining for the way things used to be are not a match for Polymath. Leaders who want an immediate fix and overnight results won't be happy working with us. This is a long game.

Our agreements are customized to each business we engage with, and there is no one-size-fits-all solution. Price-sensitive shoppers who have been scanning our website trying to determine how much this will "cost" will continue to get what they pay for on Fiverr. That is not how positive change happens. Polymath is not the cheapest solution available, but we are one of the best. We focus on creating win-win solutions in every encounter, and we will not engage in a zero-sum game.

Leadership is about sharing of self and personal growth, which requires an emotional investment. Leaders who don't embrace their emotional and spiritual connection to their business are not a fit for us.

  • Working to make the world a better place through their business
  • Fuled by passion
  • Life-long learners who never want to stop growing
  • Inviting change, recognizing that it may be a bit painful or scary at times
  • Patient with long-term processes 
  • Willing to follow through and honor agreements
  • Carefully curious about new ideas and the future
  • Comfortable receiving expert coaching and guidance
  • Erring on the side of over communication
  • Loving of themselves, others, and our planet
  • Are operating in a zero-sum game mindset
  • Have a short-term fix mentality
  • Make excuses for their procrastination 
  • Use fear and power to manipulate others
  • Are allergic to change
  • Cannot take advice from a woman
  • Adhere to a penny-rich pound-poor mindset
  • Prioritize short-term tactics over long-term strategy
  • Are unwilling or unable to learn new technology or software applications
  • Err on the side of low communication
  • Have high urgency and low follow through

We work with our clients as agents of business and personal transformation. Think of us as your business fitness coach. It doesn't work to sign up with a personal trainer, make a bunch of excuses to not do the work, and think that you're going to improve. Do you want to make excuses, or do you want to make it happen? The trainer can't do your workout for you. Your involvement and full committment to this process is essential for your business to succeed.

If you are ready to get out of your own way and take your business to the next level, we really look forward to learning more about you and your needs. 

So, do we sound like a fit?