Bookkeeping Road Map

Getting Your Business on Track!

Thanks for letting us join you on your journey!

This page describes the process of getting your books caught up and onto a regular maintenance relationship with the team at Polymath. If you are more of a visual learner, you can also watch the video on this topic below!

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 books 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 Cleanup/Setup Phase of the project

Phase 2: CLEAN UP / SET UP

Here’s where things start to get really fun! We are going to flip the switch and get you setup with new software and apps as best fit your needs. We will also spend time with you making sure you have a great grasp of the new tools you will be using. This is the bulk of what will be done during the setup /clean up time:

  • Perform tasks that need to be done before transitioning bookkeeping to the new system
  • Set up of Software
  • Full software training for 2 hours

Phase 3: CATCH UP

This can be the most time consuming part of the process but also very satisfying and rewarding. We will go through your books and make sure that all reconciliations are complete through the end of the last completed month.

Depending on where you are this can be just a couple months or a couple years. We have seen it all! Never feel shy or embarrassed to ask for help if you are behind; you are making the right move.


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