Every engagement starts with a conversation and a written scope.
Compliance work goes better when you know what's happening and why.
We keep engagements simple: a conversation, a written scope, the work itself, and support afterwards.
Each step is set out below. Scroll to move through them, or pick one.
Four steps, in the same order every time.
You always know which step you're in and what comes next.
We start with a conversation.
About your business, your timeline and what's required of you. You leave it with a clear next step.
- Your business model and the services you offer
- Your deadlines, such as a launch or an examination
- What you already have in place
We write down what we'll do.
What we'll do, what we need from you, and when. Nothing starts until you've agreed it.
- The work, in plain language
- What we need from you, and when
- Timeline and milestones
We do the work with you.
Not around you. We explain decisions along the way so your team can stand behind them.
- Regular check-ins
- Drafts you can comment on
- Decisions explained, not just made
We stay for what comes next.
Your obligations change as your business does: the next product, the next market or the next review.
- Updates when your business changes
- Help with questions from FINTRAC
- Your next effectiveness review