The initial consultation is an opportunity for us to learn about your business needs and financial goals. During this meeting, we will discuss your current financial situation, identify challenges, and explore potential opportunities for growth and efficiency. This session typically lasts between 30 to 60 minutes and can be conducted in person or via a virtual meeting platform.
To make the most out of our initial consultation, please prepare the following items if available:
-
A brief description of your business and industry.
-
Recent financial statements or reports.
-
A list of specific financial challenges or goals you currently have.
-
Do you have any questions about our services or processes?
-
Our consulting services are invoiced monthly. We provide detailed invoices that outline the services provided during the period. Payment terms are net 30 days, and we accept payments via bank transfer, credit card, or check. For project-based work, we may require a portion of the fee upfront, with the balance due upon project completion.
After the initial consultation, we will compile a detailed proposal outlining the services we recommend based on your specific needs and objectives. This proposal will include a timeline, projected outcomes, and a pricing structure. If you decide to proceed, we'll draft a service agreement and set up a schedule for regular updates and reviews.
Our proposal will include all expected costs for the recommended services. Occasionally, if unforeseen circumstances arise that may require additional work outside the scope of the initial agreement, we will discuss these with you in advance and seek your approval before proceeding.
Protecting your data is of utmost importance to us. We adhere to strict confidentiality and privacy policies to ensure that all client information is kept secure. We use secure systems for data handling and sharing, and all our staff are trained on data protection best practices.
Yes, you can reschedule a consultation if necessary. We understand that your schedule may change, and we strive to be flexible. Please contact us at least 24 hours in advance to reschedule your appointment without any issues.
Note: This Q&A section is designed to clarify expectations, streamline the preparation process, and address common financial and procedural questions, thereby enhancing client confidence and ensuring a smooth start to your consulting relationships.