WorkFlowe Solutions – Pricing & Service Policy
1. Service Structure
WorkFlowe Solutions offers support through four core service categories:
- Operations & Administrative Audit ($99)
- Backend Systems Setup
- Operations Retainer
- À La Carte / Micro Projects
- Compliance Services
Work is performed based on the selected service — not hourly billing.
2. Payments
- All payments are due upfront before services begin.
- Retainer payments are billed monthly and must be paid on or before the start date.
- Unpaid invoices may result in a pause of services until payment is received.
- A late fee may apply to invoices more than 7 days past due.
3. Operations Retainer Policy
- Retainers secure ongoing monthly operations and administrative management at a fixed rate.
- Retainers are not based on hours; they are based on service scope.
- Retainer clients receive priority communication, priority scheduling, and consistent support.
- All retainer work must fall within the outlined scope agreed upon during onboarding.
- Requests outside the scope may require a micro-project invoice, a custom quote, or an upgrade to a higher retainer tier.
4. Audit Policy
- The Operations Audit is a one-time $99 service.
- Audit deliverables include an Operations Snapshot and recommendations.
- Audit fees are non-refundable once the review has begun.
- Backend Systems Setup or Retainer services are optional add-ons after the audit.
5. Backend Systems Setup Policy
- Setup projects pricing range based on complexity.
- A detailed scope will be provided prior to payment.
- Any added systems, tools, or expanded requests outside the original scope may require an updated quote.
- QuickBooks cleanup is considered light categorization only unless otherwise quoted.
6. Micro Projects (À La Carte)
- Micro Projects range from $75–$350.
- These are one-time tasks or small operational fixes.
- Additional requests outside of the chosen micro project will require a separate invoice.
7. Compliance Services
- Compliance filings (e.g., IFTA, UCR, 2290, MCS-150, etc.) are billed at a flat rate per filing.
- All required documents must be provided before filing begins.
- Corrections due to missing or inaccurate client-provided information may incur additional fees.
8. Scope of Work & Additional Requests
- Each service includes a clearly defined scope.
- Requests outside the agreed-upon scope will require additional fees, a micro project, or a custom package.
- Rush requests (work needed within 24 hours) may incur an expedited service fee.
9. Cancellations, Refunds & Rescheduling
- Retainer payments are non-refundable once the service month has begun.
- If a client cancels a setup or project before work begins, a partial refund may be issued at WorkFlowe’s discretion.
- Once any file, system, or administrative work has begun, services become non-refundable.
- Ongoing retainer clients must provide 30 days’ notice for cancellation or changes.
10. Confidentiality & Data Protection
- WorkFlowe Solutions maintains strict confidentiality regarding all client information.
- No data will be shared, sold, or disclosed without written consent.
- All client documents are handled securely and used solely for service delivery.