A clearer view
of what changes.

1. 01

   Understand the update.

   Planned source-to-action briefs connect selected official payroll and benefits documents to what changed, why it may matter and what to check next. Each brief will identify its sources and review cutoff.

2. 02

   Use a working structure.

   Planned versioned kits bring together review worksheets, source and issue registers, owner/cutoff maps and original fictional examples. The 2027 opening kit is being prepared.

3. 03

   Keep the history clear.

   A planned change and correction log will show what was added, changed, carried forward or withdrawn, keeping prior versions dated and useful.

Selected sources and topics, with the coverage and review limits stated in each release. The desk supports educational review; it is not complete coverage of every regulation or a payroll filing service.

The individual plan covers one named professional. The business plan has one shared three-consultation/four-coaching-session allowance across the business, not one allowance per employee.

Use the four coaching sessions throughout the year. This is a fixed annual benefit, separate from monthly coaching; no fifth-weekday bonus is added.

Included consultations qualify for 15% off approved follow-up work on the same issue. Rob quotes the estimated time, scope and total before you approve further work. Follow-up labor is $149 USD/hour before the discount, or $126.65/hour after it. There are no automatic overages.

Using your annual session allowance

• Unused annual benefits expire at the end of 2027, except for one eligible coaching rollover.
• You may hold one coaching rollover credit at a time. A scheduled 45-minute coaching session cancelled or requested to reschedule with at least one hour’s notice, and which cannot be made up in its original calendar month, may carry for 90 days from its original scheduled session. Rescheduling cannot restart those 90 days.
• An eligible credit can cross December 31 until its original expiry. You do not need to renew the annual plan to use that unexpired carried credit. Access to next-year Annual Desk resources still requires a paid renewal.
• For coaching, cancelling less than 60 minutes before the start or not joining by 15 minutes after the start forfeits that session and deducts one credit. A forfeited session cannot roll over; there is no extra automatic charge.

These consultations are included with a paid annual plan. Free fit conversations are for an initial discussion about a potential ongoing service or coaching relationship. Session availability and remaining booking terms will be confirmed before purchase; ordering and booking are not open.

Renewal is planned each January for the next calendar year. Automatic billing is not active; renewal and any late-year joining arrangements will be confirmed before ordering opens.