Frequently Asked Questions

What happens after I apply for a service?

In most cases we'll schedule a 1-on-1 meeting by Zoom so that we can introduce ourselves, discuss your business, any goals you have, and availability. If I'm confident that I can help you, I'll provide a guaranteed fixed price for the service.

Once your payment is processed, I will work with your team to gather any information required, schedule any meetings or travel, and get started on document review and the project plan.

Is GST/HST included in prices?

No, GST/HST is not included and will be calculated at the time of checkout if and as applicable.

When is payment due?

You will be informed of the payment options when you apply for the service.

In general, for small one-off and short-term products and services such as the 1-on-1 call and spreadsheet audit packages, full payment is due up front.

For larger engagements you have two options for payment:

Pay in full, up front, and you'll

get 10% off

Pay 50% up front and the remainder is due in 30 days.

In all cases a payment required before I will schedule any travel or training.

What if we need something different than what you have on the products page?

Contact me

and we'll talk. If I think I can help you, I'll provide you with a fixed price for a guaranteed outcome.

You say 100% Satisfaction guarantee. What does that mean?

The 100% satisfaction guarantee means that if you aren't satisfied with the service that I provide, I will do what I can to make it right. What this means for each project or service will be laid out in clear, concrete terms.

Do you have a privacy policy?

Yes, we have a