If you have an accepted proposal from me, that proposal describes what you’re buying and the price, and these terms explain how the work runs in practice. If anything conflicts, I’ll follow what we both agreed in writing most recently, so there is one version we can both point to when decisions, dates, or payment questions come up.
What I’m doing
Business operations consulting covers the work we agreed to do to help you run the business with numbers and routines you can keep using in a busy week. The deliverables for this project are the items listed under this section in the proposal, and that list is what I will deliver before the engagement is considered complete.
I will lead the work as a project, and I’ll ask you for weekly inputs and access to the tools, records, and people needed to validate what is happening in your numbers and workflow. If you request work outside the agreed scope, I will describe the change, the added fee, and any timing impact by email, and I will not start the extra work until you reply agreeing to it.
Payment
To book the work, you pay 25% of the price when you sign the proposal. I start work once that booking payment is received and the project is scheduled. You pay the remaining 75% when the engagement is complete, meaning you have the diagnostic summary, the KPI dashboard, and the 90-day execution plan for the scope we agreed. I’ll confirm completion by email and send the final invoice then.
Each invoice is payable within 14 days of its date. If an invoice becomes overdue, I’ll tell you what is outstanding and may pause work, meetings, and delivery of further outputs until the account is brought up to date. The project timeline may move by the length of any pause.
Keeping things private
I will keep your information private, including your financials, supplier terms, customer information you share with me, internal notes, and anything I learn from how your business runs day to day. I only use it to do the work you hired me for. If I need to involve a tool or service to store or process files, I’ll use it in a normal business way and keep access limited.
You can share the outputs I create for you inside your business and with your advisors as needed to run the plan. When the engagement ends, I will return or delete your materials that I still hold if you ask, except for routine backups and my own working notes. I do not resell your data.
How I’m engaged
I’m providing business operations consulting as an independent consultant, not as your employee. That means I decide how I do the work day to day, I use my own tools and templates, and I’m responsible for my own taxes, insurance, and business costs.
You’re not hiring me to manage your staff or to act in your name with suppliers, customers, banks, or regulators. If you want me to join a call or meeting as support, I can, but you stay the decision-maker and the owner of approvals. I may work with other clients at the same time, as long as I protect your confidential information and meet the commitments we’ve agreed.
Problems and limits
I stand behind the care I bring to the work, but I can’t promise business outcomes you control through pricing, staffing, suppliers, demand, or execution. My outputs are decision support, built from the information you and your team provide and what I can observe in your workflow.
I can work with messy numbers and half-built spreadsheets, and I will flag gaps as I find them. Any KPI, model, or recommendation is only as strong as the underlying data, so I will note where estimates were used and what would tighten confidence. If something looks wrong, you agree to tell me quickly so I can correct it while we are still in the work.
Ending the project
You can end the project by telling me in writing. I can also end it the same way if I’m not able to continue. When either of us ends the project, I’ll stop work on the date we agree in writing and I’ll send a simple status note of what’s done, what’s in progress, and what I still need from you if you want to restart later.
You pay for the work completed up to the end date. If you have paid more than the value of completed work, I will refund the remaining prepaid amount. If you have paid less, I will invoice for the balance. After the final payment is made, I will hand over the work completed to that point in the format we were using.
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