What we have found the most effective approach for both parties is a free discovery call to scope the project to create different scenarios with different prices. Then we agree to the scenario that best fits the customer budget and goals. It is a Fixed Fee (or Project Based) approach where the client gets cost certainty and the deliverables are agreed upon.

Yes, we will sign an NDA before receiving any sensitive data and information about your business. We have CPAs so we are governed by a professional body.

Certified CPAs are ethically bound to protect confidential information obtained through professional, employment, or business relationships. They cannot disclose this information without proper authority, nor can they use it for personal gain. This includes taking appropriate measures to safeguard the information and limit access to authorized personnel.

Your data will live on secure, encrypted platforms.

Book a no-cost discovery call. We’ll map your top challenges, define scope, and recommend the optimal engagement model—workshop, short-term project or ongoing advisory.

We provide end-to-end business consulting: strategic planning, operational optimization, financial modeling, digital transformation, leadership coaching and performance metrics.