Working with Clients

Some of our clients work with us on annual programs, while others prefer project-based relationships.  Either way is fine with us so long as they are mutually equitable.

We provide advance professional service fee and estimate expense budgets for review and approval BEFORE we begin an engagement.  We adhere to these budgets unless there is a change in scope of work in which case we will provide revised budgeting information.

Expenses are those costs that will be incurred as we implement a project or program.

We invoice fees at the beginning of each month for ongoing programs and expenses are billed at the end of the month in which they are incurred.

Project fees are typically invoiced partially upon approval to proceed with the balance at completion.  Longer duration projects may be invoiced incrementally.  Expenses are invoiced at the end of the month in which they are incurred.

Some engagements, most often crisis situations, are invoiced on an hourly basis plus expenses.

All of our invoices are due and payable within 30 days.

For major purchases associated with programs or projects, we offer our clients the opportunity for direct billing, thus avoiding the normal agency markup of 15 per cent.  When a client selects direct billing, we ask for the opportunity to review the invoice to be certain it is correct and proper. 

We typically report on client program progress at the end of each month.  However, some engagements require more frequent reporting.  We also document all meetings and telephone conferences with reports filed within one working day.