Payment & Billing Policy
This policy explains pricing ranges, quotes, invoicing, deposits, recurring advisory billing, additional work, due dates, payment security, and billing questions.
1. Purpose of This Policy
This Payment & Billing Policy explains the general pricing, invoicing, payment, scope, recurring billing, additional-work, and billing-dispute practices that may apply to consulting engagements.
The policy is designed for business consulting services rather than retail goods. Fees compensate for professional time, analysis, planning, research, meetings, coordination, deliverables, and reserved consulting capacity.
2. Website Pricing Is a Range, Not an Automatic Quote
Service prices displayed on the website are intended to show the typical scale of an engagement. They do not create a binding quote or guarantee that every project within a service category will fall at the same point in the range.
$150–$300 depending on scope, preparation, and session requirements.
$500–$1,200 depending on depth, research, assumptions, and deliverables.
$400–$900 depending on process scope, documentation, and analysis.
$350–$800 depending on workflow complexity and number of processes reviewed.
$400–$1,000 depending on organizational scope, roles, and deliverables.
$300–$750 depending on project complexity, milestones, and coordination requirements.
$350–$900 depending on research depth, market scope, and output.
$500–$1,200 depending on planning complexity and implementation requirements.
$400–$900 per month depending on cadence, availability, and agreed scope.
3. How Final Pricing Is Determined
- Complexity of the business question or project.
- Volume and quality of information that must be reviewed.
- Number of processes, departments, workflows, roles, markets, or competitors included.
- Amount of research required.
- Number and type of meetings, workshops, or review sessions.
- Number and format of deliverables.
- Urgency or compressed scheduling requirements.
- Expected revision cycle.
- Level of coordination with client participants.
- Whether the engagement is one-time, project-based, or recurring.
4. Quotes, Proposals, and Invoices
Before paid work begins, the client should receive a clear record of the applicable service, fee, and material payment expectations. This may be provided through a proposal, statement of work, invoice, email confirmation, or another written record.
An invoice may include the service description, project reference, amount due, due date, payment instructions, and any other information reasonably necessary to identify the charge.
5. Deposits and Advance Payments
Some engagements may require a deposit or full advance payment before work begins. Advance payment may be appropriate where the company reserves consulting time, schedules research, begins preparation, or commits resources specifically for the client.
A deposit may be credited against the project fee according to the applicable engagement terms. Unless otherwise stated, a deposit is not a separate fee in addition to the accepted project price.
6. Milestone and Project-Based Billing
Larger projects may be billed in stages. A milestone payment structure may correspond to project initiation, delivery of a draft, delivery of research, completion of a planning stage, or another defined project event.
If milestone billing is used, the applicable engagement document should identify the amount and timing of each payment.
7. Recurring Advisory Billing
Ongoing Business Advisory Support is generally priced between $400 and $900 per month. The exact fee depends on the agreed cadence, expected availability, number of review points, scope of topics, and administrative requirements.
A recurring engagement should define what is included in the monthly fee. Work outside that recurring scope may require a separate fee.
A monthly fee does not create unlimited access or unlimited project work unless that arrangement is expressly stated in writing.
8. Additional Work and Scope Expansion
A project may require additional fees if the client materially expands the scope after work begins. Examples include adding a new business unit, adding a new research market, requesting a substantially different deliverable, adding extensive revision rounds, or introducing new project objectives.
Where practical, the company will identify additional work before performing it so the client can decide whether to proceed.
9. Client Delays
If a project is delayed because the client does not provide required information, approvals, decisions, or access, the company may adjust the schedule. Reserved consulting time may not be automatically refundable where the delay prevents the time from being reassigned.
A prolonged delay may require the engagement to be rescheduled or re-scoped.
10. Due Dates and Late Payment
Payment is due according to the date or timing stated in the applicable invoice or engagement record. If no date is stated, the parties should resolve payment timing before substantial work continues.
Work may be paused while a material payment remains overdue. Any late fee must be stated in the applicable engagement terms and must comply with applicable law.
11. Payment Method and Security
Clients should use only payment instructions provided for the applicable engagement. General website text fields should never be used to transmit complete payment-card details, account passwords, or banking login credentials.
If a third-party payment provider is used, that provider may process payment information under its own terms and privacy practices.
12. Billing Errors and Questions
Clients should review invoices promptly and raise questions within a reasonable period. A billing question should identify the relevant engagement, service, invoice, payment, or charge.
The company may review project records, delivery history, accepted scope, time reserved, and prior communications when evaluating a billing question.
13. Taxes and Business Charges
Where taxes, transaction charges, bank fees, or similar amounts apply, responsibility will depend on applicable law, payment method, and the engagement terms.
Clients remain responsible for their own tax treatment, accounting classification, expense approval, and internal purchasing procedures.
14. Refunds
Refunds are governed by the Cancellation & Refund Policy and any more specific project terms. Consulting fees are not automatically refundable because a client later chooses not to implement a recommendation or because business results differ from expectations.