ProfessionalServices.ca does not publish prices. Every engagement is scoped to the firm after a complimentary, confidential consultation with a senior partner, and the scope, fee and terms are confirmed in a written proposal before any work starts. Sales tax is GST/HST by province.
Partners in law, engineering and accounting firms scope their own work every day, so this approach will feel familiar. Here is how ours is structured.
Revenue Acceleration (90-day sprint)
Engagements are scoped individually. No published prices.
AI consulting
Engagements are scoped individually. No published prices.
Strategy and executive advisory
Engagements are scoped individually. No published prices.
Complimentary, confidential consultation with a senior partner.
Sales tax is added based on the client's province (as of October 2026, CRA rates): 5% GST in Alberta, BC, Manitoba, Saskatchewan, Yukon, NWT and Nunavut; 13% HST in Ontario; 14% HST in Nova Scotia; 15% HST in New Brunswick, Newfoundland and Labrador and PEI; 5% GST plus 9.975% QST in Quebec. Provincial sales tax (BC, Manitoba, Saskatchewan) only where it applies to the service.
The three engagement types
All of our work runs through one of the engagement types offered by SAZ.ca.
Strategy and executive advisory
This is the most common route for professional firms. It covers practice growth strategy, planning for expertise visibility and referral programs, and ongoing advisory where a senior partner reviews the numbers with your managing partner or executive committee at agreed intervals.
Revenue Acceleration (90-day sprint)
A sprint suits a firm with one specific, time-bound revenue goal: filling a new associate's calendar, launching an office in a new city, or rebuilding a practice area after a partner retires. It concentrates on the few changes most likely to move that goal, usually client intake and a targeted referral push, and reviews progress weekly against a baseline.
AI consulting
AI consulting covers AI for practice operations: choosing internal tasks where AI tools save time, writing guardrails that respect confidentiality, and piloting routines with professional review built in.
What decides scope
Six factors make an engagement larger or smaller:
- Which engagements you need. An intake review alone is contained; strategy plus visibility plus intake is a fuller programme.
- Firm size and structure. Aligning three partners is quicker than aligning fifteen, especially across offices or practice groups.
- State of your records. If fees, time and client sources export cleanly, diagnostics move quickly. If they don't, building a reliable baseline comes first.
- Number of offices and provinces. Each jurisdiction may bring a different regulator and market. The areas page summarises what differs.
- Content volume. Ten practice-area pages and forty are different undertakings, even when your professionals write the substance.
- How involved you want us. Joining weekly intake reviews for a quarter is different from a monthly advisory call.
A rough guide to fit
| Your situation | Likely shape of engagement |
|---|---|
| Plenty of enquiries, too few new clients | Intake review, possibly as a 90-day sprint |
| Clear specialty, low visibility | Visibility planning plus intake basics |
| Partners disagree on direction | Practice growth strategy first |
| Referrals uneven or concentrated | Referral program, then intake |
| Proposals and reporting eat partner hours | AI consulting |
What every proposal states
- The scope of work and what is excluded, including the professional matters we don't advise on.
- The timeline and review points.
- The fee and how it is invoiced, plus GST/HST for Canadian clients.
- Confidentiality terms.
- How either side can end the engagement.
Questions about anything else, such as payment terms or what happens to the materials we produce, are answered in writing in your proposal. That includes who holds the playbooks, page briefs and trackers we produce for the firm.
Questions worth asking any adviser
Whether you engage us or someone else, ask these before signing:
- What exactly is included, and what is explicitly excluded?
- How will progress be measured, and against what baseline?
- Who will do the work, and how much of it involves a senior person?
- What happens to the materials, accounts and data at the end?
- How can either side end the engagement, and with what notice?
An adviser who can't answer clearly in writing is telling you something.
How to get a proposal
Start with a call, text or email describing the firm and what you want to change. After the consultation, if there is a fit, we send a written proposal. If there isn't, we'll tell you so and, where we can, suggest what to do instead. See the contact page for details, or read the FAQ for common questions.
Frequently asked questions
Why don't you publish prices?
Because a two-partner tax practice and a multi-office engineering firm need very different pieces of work. Any single number would mislead most readers, so each proposal states a fee for an agreed scope.
Is the first consultation really complimentary?
Yes. The first conversation is a complimentary, confidential consultation with a senior partner, and you are under no obligation afterwards.
Do Canadian clients pay GST or HST?
Yes. Canadian clients add GST or HST for their province (GST and QST in Quebec) to the fee in the proposal.
Can we end an engagement early?
Each engagement has a defined scope and length. How either side can end it is written into the proposal before you sign, so you know the terms in advance.
Can we start small?
Yes. Many firms begin with one engagement, such as an intake review, and decide on further work once they have seen the effect.