Polymath New Client Questionnaire
Thank you for your interest in our services! Polymath provides management accounting and profit advisory services to small businesses. We want to make sure that you get the best fit for your needs, even if that is not with us. To that end, we have created this questionnaire so we can get a clear idea of where you are starting and where you would like to go.

We really enjoy focusing on deep, long-term relationships with our clients, partnering with you on your journey to fulfillment, success, and profit. If you are just looking for basic bookkeeping services without the deeper strategy focus, we recommend finding a certified QuickBooks ProAdvisor in your area at http://proadvisor.intuit.com/search/.

If you have not done so already, please also check out our New Client Roadmap at www.Polymath.com/Onboarding. That page walks you through the steps and timeline for developing a relationship with our team.

We look forward to learning more about you and your business! Once you have filled out the questionnaire, one of our team will be in touch within 2 business days.

Do you know which of our packages you are interested in? *
To learn more about each package, visit https://polymath.com/bookkeeping/.
Which "Games We Play" are you most interested in?
Not sure what we mean by "Games"? Take a look at our fun list at https://polymath.com/bookkeeping/.
Your answer
Your name: *
Your answer
Your business name: *
Your answer
What industry are you in? *
Your answer
Are you the primary decision-maker for this company? *
Required
If not, who is, and what is your role?
Your answer
Phone: *
Your answer
Email: *
Your answer
Mailing address: *
Your answer
City, state, zip: *
Your answer
Entity type: *
Required
How many years have you been in business?
Your answer
What size is your business in people? *
What size is your business in annual sales? *
Are you looking to grow? What is your target annual revenue, and how quickly would you like to get there?
Your answer
Do you have the financial resources to invest into gaining control of your company finances, and are you ready to make that investment? *
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