Brook & West LLC
Policies & Service Terms
Effective for all client engagements
Applies to: System Architecture · Consulting Services · Digital Products · All Engagements
Brook & West is committed to delivering high-quality, structured services while maintaining transparency, professionalism, and alignment with client objectives.
Payment & Refund Policy
Digital products, courses, templates, webinars, and downloadable content are non-refundable upon purchase.
Multi-Phase Project Policy
Brook & West follows a structured Three-Phase Systems Architecture Model for all major consulting engagements including Operational Architecture, Business Systems & Strategy, Analytics & Insights, Nonprofit Architecture, Payroll & People Systems, Taxation Strategy, and Policy & Governance Design.
- Paid in full before session
- Non-refundable
- 100% credit toward Phase 2 if retained within 7 days
- No quotes provided during consultation
Pricing issued only after Phase 2 completion.
- System map & data-flow analysis
- Workflow review
- Compliance & policy readiness
- Platform/integration recommendations
- Timeline & preliminary cost estimate
100% applied to Phase 3 if retained within 14 days.
- Configuration & system setup
- Workflow creation & documentation
- Testing & training
- Go-live support
- 30-day stabilization period included
Work begins only after deposit or first milestone payment.
Service-Specific Policies
Operational Architecture & Systems Design
Full payment upfront or per milestone. Final deliverables released upon completion of agreed payment terms.
Business Systems & Strategy
Upfront or milestone payment required. No refunds after strategy work begins.
Analytics & Insights
Full payment before work begins. Final deliverables released upon completion of agreed payment terms.
Taxation Strategy & Compliance
Full upfront payment required. Non-refundable. Brook & West does not guarantee IRS, state, or agency outcomes.
Nonprofit Architecture & Compliance
Payment upfront or per 3-phase model. Final deliverables released upon completion of agreed payment terms.
Payroll & People Systems
Full upfront payment required. Retainer services are non-refundable once the billing cycle begins.
Tax Preparation Policy
Payment Options: Clients may choose upfront payment (paid in full before preparation begins) or refund deduction via bank product when eligible. Additional bank product fees may apply.
Tax Resolution Policy
Business Planning Policy
Services include: strategic business plans, operational plans, financial forecasts, industry research, start-up planning, business structure guidance, and executive summaries.
Consultations, Sessions & Assessments
All consultations are paid in advance and non-refundable. A credit toward Phase 2 is available only within 7 days and only within the same service category. Missed appointments require rebooking.
Digital Products, Courses & Webinars
Cancellations & Rescheduling
Clients must reschedule appointments at least 24 hours in advance. Missed sessions may require a new booking fee. For multi-phase projects, delays greater than 30 days may require re-scoping and updated pricing.
No Guarantee of Outcomes
Intellectual Property Policy
All frameworks, blueprints, system designs, audits, dashboards, workflows, draft documents, governance structures, and architecture materials created by Brook & West remain our intellectual property until all payments are satisfied. Unauthorized sharing, copying, or distribution is prohibited. Digital products may not be resold, repurposed, posted publicly, or redistributed.
Confidentiality
Brook & West maintains strict confidentiality of all client information, data, and materials. Clients are responsible for safeguarding all deliverables shared with their internal teams.
Proposal Validity & Scope Changes
All quotes, proposals, and project scopes are valid for 30 days. Changes to scope, data, or systems may result in updated pricing.
Client Responsibilities
Clients are responsible for providing timely, accurate, and complete information, as well as participating in required reviews, approvals, and decision-making processes. Delays or inaccuracies may impact timelines, outcomes, and deliverables.