How to work with us


We are often asked “So how does this work exactly?”, well, we will show you.

  1. You book a 15-minute initial consultation to discuss how we might help
  2. If you decide you would like to move ahead we will send you a quote based on our conversation that will be good for 48 hours.
  3. Should you want to join the Nest you will select the items you would like to move ahead with, accept and return the quote. You will then be sent the following three documents:
    a) A Contract for three months
    b) Confidentiality Agreement
    c) Non-Disclosure Agreement
  4. Once all of the documents are signed you will be sent your Welcome Package. In this package will be all the nit-picky details and some forms that will help us to get to know your goals, needs, and procrastination list.
  5. We will then book our 30-minute onboarding session where we review the Welcome Package and dive deeper into getting you started on checking those items off your list.


It is important that we keep on top of tasks and keep moving toward your goals. To do this our team uses project management software (Asana). We are skilled in other programs should you already have one that you prefer to use.

For sharing sensitive and confidential information we use a program called LastPass. This allows you to share access to your programs without giving anyone your username or password. We also store highly confidential information such as credit card numbers, should you require us to need them.

Online document storage is done either in DropBox or Google Drive, the choice is the clients.


Invoices are sent out on the first business day of the Month via QuickBooks Online. You can pay your invoices through the following methods:

  • cheque
  • e-transfer (most popular option)
  • or credit card

To view our Rates, Packages and Pricing click the button below.