EJC Financial

Primary path

Send a note

Keep it brief. Timing pressure, cleanup backlog, reporting friction, or close problems are enough to make the first reply useful.

Skip any field you are not sure about. 'Not sure' is a fine answer.

Your message is used to respond and coordinate a reply.

After you send it

What the next few days look like.

Within 1 business day

Your note gets reviewed and you get a reply - either a proposed starting scope, the one document needed to scope it, or an honest no.

Within 3 business days

If you want to move forward, EJC sends a written scope: what the first phase covers, the fee, the timeline, and what is not included.

Week 1 of the engagement

First close milestone is set, working files are exchanged, and the recurring rhythm begins.