THE ENGAGEMENT PROCESS 

Proposal Phase: 

• We strive to create a level of value that is worth more than the fee that you (the Client) pays.
• The initial consult is (generally) free of charge. For Accounting & Bookkeeping engagements, we ask for access to your Accounting records (using QuickBooks Online) so we can review your Financial Statements to confirm our understanding of your situation and the work required based on our initial discussion. We generally use a short questionnaire to ensure that we capture all the relevant information.  
• Engagements with a well-defined scope and end result, will be treated as tasks. We will detail the scope of these tasks in an engagement letter. 

Fees:

• The scope, and payment terms will be agreed-to prior to the start of each engagement.
• We will quote a flat fee (value pricing) for tasks or projects with a defined completion – you’ll know the cost upfront. For consulting or advisory engagements, we will quote a negotiable hourly rate.
• We generally require 50% payment at the start of the engagement with the balance due upon delivery of the work-product or completion of the task(s), quoted. For monthly, recurring engagements, we normally require automatic (ACH) payments due on the 1st of each month.
• For more extensive, indeterminate or complex (project) work, a quote and work-plan will be submitted based on the scope of the engagement and an agreed-upon billing/payment schedule will be based on the duration of the project.

On-Boarding: 

• Our on-boarding process will vary based on the type and complexity of the engagement. 
• Information that is required to complete the tasks detailed in the engagement letter will be required during this phase. 
• Remote engagements and progress discussions will be conducted via, Zoom or Skype. Sensitive documents, files and records will be shared using our secure portal that can be accessed HERE.