We work with established businesses across NSW and broader Australia who need clearer communication around their finances. That includes retailers, service providers, small manufacturing operations, and professional practices. Most of our clients have been operating for at least three years and are looking to improve how they discuss financial matters with stakeholders, partners, or team members. We're not focused on startups or businesses still finding their footing—our approach works best when there's existing financial structure to communicate about.

Most initial projects run between four and eight weeks. That gives us time to understand your business, review your current financial communication practices, and develop materials that actually work for your situation. Some clients continue working with us on a quarterly basis after that, others prefer project-based support when specific needs come up. We're flexible about structure—what matters is that the arrangement makes sense for your business rhythm and budget.

Not at all. While our office is in Albury, most of our client relationships happen remotely. We use video calls, shared documents, and email to collaborate effectively regardless of where you're located. About half our clients are within NSW, the rest are scattered across other Australian states. If you prefer in-person meetings and you're within reasonable distance, we can arrange that occasionally, but it's not required for productive work together.

We'll need to see examples of your current financial documents and communications—things like reports you share with partners, financial summaries for your team, or investor updates. We're not looking at your actual financial data in detail; we're interested in how you currently present and discuss that information. We'll also want to understand who you're communicating with and what you're hoping to achieve. An initial conversation usually covers most of this ground, then you can share relevant documents at whatever pace feels comfortable.

We typically propose project-based fees for initial work, with clear scope and deliverables outlined upfront. That way you know what you're investing before we begin. For ongoing relationships, we can structure monthly retainers that give you consistent support without per-project negotiation. Rates vary based on complexity and timeline, but we're transparent about costs during our initial conversations. Most projects fall between ,500 and ,000 for the foundational work.

Your project fee covers our assessment phase, development of agreed deliverables, revision rounds based on your feedback, and implementation support. We include reasonable follow-up communication for a month after delivery to address questions as you start using new materials. Travel costs are extra if in-person meetings are required, though we try to keep those minimal. Additional training sessions or expanded scope would be quoted separately, but we're careful about scope creep—we stick to what we agreed unless you specifically request additions.

For projects over ,000, we can structure payment in stages tied to project milestones. Typically that means a deposit to begin work, a mid-project payment when draft deliverables are ready, and final payment upon completion. We're open to discussing arrangements that work for your cash flow, particularly for smaller businesses where large upfront investments can be challenging. What we won't do is start substantial work without some initial commitment—that's just practical for everyone involved.

Only if you want ongoing support. Everything we create is yours to use independently after the project ends. Some clients prefer quarterly check-ins to refine materials as their business evolves, others come back occasionally when new communication needs arise. There's no pressure or expectation for continued engagement—though we're here if it makes sense for your situation. Most businesses find the initial investment delivers value for several years before they need significant updates.

Plan for about 8-12 hours of your time spread across the project. That includes initial meetings, reviewing drafts, providing feedback, and possibly participating in a training session if that's part of the scope. We respect that you're busy running a business, so we're efficient with meetings and clear about what we need from you at each stage. Most of your involvement happens at the beginning and end of the project, with lighter touch points in between.

We can, and often it's helpful. We're not here to replace or critique your accountants—they handle the numbers, we handle how those numbers get communicated. Sometimes involving your accountant or bookkeeper early in the process helps ensure the communication materials align with how they structure information. Other times, you prefer to be the main point of contact and share relevant details yourself. Either approach works fine.

We adjust. Good communication work requires iteration—what looks great on paper sometimes needs tweaking once you try using it in real situations. We build revision rounds into projects specifically for this reason. If something genuinely isn't landing right, we talk about it openly and figure out a better direction. We've been doing this long enough to recognize when an approach needs refinement versus when expectations might need recalibration. Honest feedback from you helps us get to useful solutions faster.

Yes, though that's typically a separate component we add to projects when needed. We can run workshops for your team on using new templates, facilitate practice sessions for difficult financial conversations, or create training materials they can reference independently. The extent of training depends on how complex the new approach is and how much change you're asking of your staff. For straightforward template adoption, sometimes clear documentation is sufficient. For bigger shifts in communication culture, more hands-on training makes sense.

We generally work standard business hours across Australian time zones, but we're reasonable about occasional urgent needs. If you have a critical presentation coming up or a stakeholder meeting that requires preparation support outside our usual schedule, we can usually accommodate that with a bit of notice. What we can't do is provide 24/7 availability—we're a small focused team, not a large agency with round-the-clock coverage. For truly time-sensitive ongoing needs, we'd discuss a retainer structure that includes more flexible access.