Step 02 of 04
Scope
We agree exactly what we will handle, how often, and what you can expect — in writing, before anything starts. No vague retainer, no scope that quietly drifts.
Ambiguity is where finance relationships sour. "I thought you were doing that" is the most expensive sentence in outsourcing — it shows up as a missed filing, an unreconciled account, or a payment that slipped because each side assumed the other owned it. Almost always, the root cause is a scope that was never written down.
Why it matters
A clear scope protects both sides. You know precisely what you are paying for and what stays with you; we know exactly what we are accountable for. It turns a fuzzy retainer into a defined service with owners, deadlines, and a price you can predict — which is the only honest basis for a long relationship.
What this looks like in practice
- A written scope listing exactly which tasks we own and which stay with you.
- A cadence and deadline for each one — close by a set day, reports on a set rhythm.
- Pricing tied to that scope, so there are no surprise bills.
- Clear handoff points: what we need from you, by when, for each routine.
- A defined, simple path to change the scope as the business grows.
How we hold ourselves to it
We would rather over-specify than leave anything vague. If a task sits outside the agreed scope, we tell you and agree it before doing it, rather than absorbing it silently and resenting it later. When the business changes and the scope needs to grow, that is a short, explicit conversation — not a slow drift you discover on an invoice.
What you can expect
You know exactly what you are paying for, who owns what, and when each thing is due — in writing, before we begin. There is no grey area to argue about later, which is precisely what keeps the working relationship calm.
Agreed in writing, before we begin.
Let's get your numbers in order.
Tell us a little about your business and what you need help with, and we will reply with the right next step.