Project & Engagement Terms

What we agree to do

Each request starts with a short written note (an email is fine) saying what we’ll do and what it will cost. If it isn’t in that note, it’s a separate request. That isn’t a no, just a new conversation.

Changes along the way

Small tweaks that fit the original request are included. If something grows, we’ll stop and check with you before doing more.

When it’s done

We’ll walk you through what we did. If something doesn’t match what we agreed, tell us within 7 days and we’ll fix it. Fixing our own mistakes is always free.

Who owns the results

• Your work is yours. Once it’s paid for, you own the documents, spreadsheets, statements and setups we make for you.
• Our general know-how stays ours. You’re free to keep using any templates or checklists of ours that are part of what we gave you.
• Your accounts stay in your name. We set things up on your accounts, never ours, and you keep the keys.

Larger jobs

For bigger or longer projects, we may agree on a written contract, or a temporary or contract work arrangement, that sets out the work, schedule and payment. If it does, that agreement applies.

Paperwork for other organizations

We can help you prepare forms, registrations, applications and proposals for companies and government offices. You make the final decisions about what’s submitted, and we can’t guarantee how another organization will respond.

Confidentiality

What you share stays confidential, during and after our work together, except where the law requires otherwise.