Initial Consultation

• Free 15-minute discovery call

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Training Service may include:

• Online training with screen sharing for hands-on guidance

• Step-by-step walkthrough of your practice’s workflows and processes

• Tips and tricks for using templates, forms, and automation effectively

• A personalised quick reference guide summarising the training session

• Optional follow-up Q&A session to address any questions or challenges

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Training is focused on empowering you and your team to confidently use your systems and processes, ensuring day-to-day efficiency without ongoing advisory involvement.

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Pricing and Payment Terms

• Hourly Rate: $135 per hour (minimum 1 hour)

• Deposit: A $135 deposit is required to secure the training session. This deposit will be deducted from the invoice.

• ​Invoicing: Invoice will be issued upon completion of the training.

• Payment Terms: Payment is due within 7 days of the invoice date.