Most businesses that reach out to us are trying to solve one of two problems: they have a specific compliance task they need help completing, or they need someone to manage their compliance obligations on an ongoing basis. The right engagement structure depends on which problem you actually have.
What a project engagement covers
A project engagement is scoped to a defined deliverable. Common examples include a new state license application, a label submission package, a catch-up filing for overdue reports, or a one-time compliance review.
Project work has a clear start and end. We scope it, price it, complete it, and hand it off. If you have a specific task and don't need ongoing support, a project engagement is usually the right fit.
What ongoing support covers
Ongoing support is a retainer-style arrangement where we manage your compliance calendar, handle recurring filings, respond to agency inquiries, and keep your licenses current across all active markets.
This is the right structure if your business has a recurring compliance footprint — multiple states, regular reporting obligations, or a license portfolio that needs active maintenance. It's also the right fit if you want someone watching for changes in the states where you operate.
How to tell which one you need
If you can describe your compliance need as a single deliverable with a clear endpoint, it's probably a project. If your compliance obligations recur month over month and you don't have internal capacity to manage them, it's probably ongoing support.
Some businesses start with a project — a license application or a catch-up filing — and then transition to ongoing support once the immediate task is complete. That's a common path, and we can structure it that way if it makes sense.
When the answer isn't obvious
If you're not sure which structure fits, that's what the initial consultation is for. We'll ask about your current compliance footprint, your internal capacity, and what's driving the immediate need. From there we can give you a direct recommendation.
We don't have a preference between the two — we'll tell you what actually fits your situation.
The right engagement structure depends on your business, not a standard package. If you're not sure where you fall, reach out and we'll help you figure it out.