Before the work
the fit, the fee, the keys
we’re a small office. is this really sized for us?
It is the only size we work at. Every engagement is written for firms where a partner also resets the printer — a handful of seats on Microsoft 365, and client files that carry privilege, tax IDs or wire instructions.
what does the fixed fee actually cover?
Everything named in the scope letter: the fieldwork, the written findings, and one sit-down walk-through. If we under-scoped, that’s ours to absorb. One invoice, issued when the findings are on your desk.
will you need our passwords?
No. For a Microsoft 365 review you grant a time-boxed, read-only Global Reader role and revoke it the day we finish. Be suspicious of anyone who asks for a partner’s password — including us.