Retainers and Fractional Consulting

Offering retainers that provide general and high-level expertise at a blended rate can be an excellent way to deliver consistent, ongoing support to our clients. Here’s how we can structure these retainers:

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General Expertise Retainer

This retainer provides clients with access to a broad range of services, ensuring they have the support they need across various functions.

Services Included:

Financial Services: Basic bookkeeping, payroll management, and benefits administration.

Human Resources: Policy support, performance management, and employee relations. Unfortunately, we do not include recruitment or executive search services within our Human Resources retainer packages, however retainer clients can receive a 15% discount on stand-alone services.

Administrative Services: Supply and inventory management, administrative and executive support, and electronic document management.

Strategic Planning: Business continuity planning and market analysis.

Blended Rate: A fixed monthly fee that covers a set number of hours or services, with additional hours billed at a discounted rate.

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High-Level Expertise Retainer

This retainer is designed for clients who need more specialized and strategic support, providing access to senior consultants with deep expertise.

Services Included:

Financial Planning and Analysis: Advanced budgeting, forecasting, and financial strategy development.   

‍HR Labour Consulting and Policy Development: Creating and updating comprehensive HR policies and procedures, workplace investigations, and compensation analysis.

Governance Consulting: Board assessments, governance reviews, and strategic planning sessions.

Risk Management and Compliance: Conducting risk assessments, compliance audits, and developing crisis management plans.

Blended Rate: A higher fixed monthly fee that includes a set number of hours with senior consultants, with additional hours billed at a premium rate.

Customizable Retainer Packages

To meet the unique needs of each client, you can offer customizable retainer packages that combine elements of both general and high-level expertise.

Services Included:

Tailored Mix of Services: Clients can choose from a menu of services across financial, HR, administrative, and strategic planning areas.

Flexible Hours: A set number of hours per month that can be allocated across different services as needed.

Blended Rate: A flexible monthly fee based on the selected services and hours, with the option to adjust the package as needs change.

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Benefits of Retainer Packages

Consistency: Clients receive regular, ongoing support, ensuring continuity and stability.

Cost Savings: Blended rates offer cost savings compared to ad-hoc consulting fees.

Priority Access: Retainer clients often receive priority access to consultants and faster response times.

Scalability: Packages can be scaled up or down based on the client’s evolving needs.

By offering these retainer packages, we provide clients with the flexibility and expertise they need to navigate their challenges and achieve their strategic goals. If you need more details or have specific requirements, feel free to ask!

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