How We Work

Throughout more than 25 years in practice, we’ve studied, tested, and refined the way we work and why. Below are the guiding principles that shape every client relationship.

Our process is straightforward: tell us what you need, choose the team member who best fits your work style and goals, and delegate with confidence. You’ll work with experienced professionals who take the details seriously, so you don’t have to.

Your Dedicated Team Member

All of our team members are friendly, hardworking, and genuinely committed to making our work together a success. At the start of your engagement, based on availability, skills, and style, you’ll choose a team member to work with as your primary point of contact. The rest of the team will be available as backup.

Working together is a learning process on both sides, your team member learns how your business runs, and you learn how to best delegate and collaborate. We don’t like working in emergency mode and believe you don’t either. Together we’ll develop systems and rhythms that minimize those last-minute crunches.

Confidentiality

We hold honesty and integrity as two values pivotal to the success of our relationships. Everything discussed in the course of our work together is completely confidential. All team members are required to sign a Confidentiality Agreement for everyone’s peace of mind.

Communication

We believe that clear and open communication is necessary for a successful virtual partnership. We encourage frequent phone/web meetings, particularly early on, to establish rapport and a common dialogue. If you ever have a concern or question please bring it up. We promise to talk about it with you, and will work to resolve the matter. We believe that a healthy working relationship means it works for everyone involved, so if at any point our relationship is no longer serving your needs, we want to know about it.

Our Role

Our team members are a resource and a sounding board. We may offer thoughts, flag concerns, or suggest approaches, but every decision is yours. We’re here to support your work, not direct it.

Timing

We strive to respond to/return all requests within 24 hours (during a normal business week) but many larger projects will require more time. We ask that if you need something in a certain time frame, you let your team member know in advance so she can plan adequate time to meet your requests. We also ask that if you’d like to talk to your your team member by phone, that you schedule a time with her for an appointment. NOTE: If you have a last minute request, we may not be able to help you. Please do make the request and we will let you know if it is not possible so other arrangements can be made.

Fees

All work is billed at a flat fee in quarter-hour increments for the time required to meet your requests or handle routine responsibilities. You will receive a detailed invoice at the end of each month. Payment is due within 10 days and may be made by check, ACH, credit card, or PayPal.