Relationship Road Map

Getting Your Business on Track!

Thanks for letting us join you on your journey!

This page describes the process of getting your into a regular relationship with Polymath.

During all phases of your project it will be very important that you get back to us with requested information in a timely manner, which will vary based on the size and complexity of your project. If at any time you have questions, please contact us.


This is an opportunity for us to get to know you, your business, and your financial needs as they currently stand. This provides us with the information and tools we need to suggest the right combination of software to meet your needs. Some of the work that will be done during this time is:
  • Review current status of books and other documents
  • Identify and document any existing issues
  • Correspond with teammates to get clear ideas of workflows and key responsibilities
  • Formulate plan for the next step in the relationship

Phase 2: CLEAN UP / SET UP

Here’s where things start to get really fun! If your Discovery shows that you need new software or cleanup in your current system, we are going to show you how to flip the switch, getting you setup with the software and apps that best fit your needs. We will also spend time with you, making sure you have a great grasp on the new tools you will be using.
  • Oversee tasks that need to be done before transitioning to the new systems
  • Direct you on the set up of your software and/or assist in oversight of your team
  • Review new systems with accounting reports to ensure they are working correctly


You are now setup with a fantastic system, you are ready to choose your Monthly Maintenance Package, and to follow the trail to our New Client Questionnaire.