Product Support

We want you to be able to use your SHARPe & Steady™ resources with confidence. Product support is available to help you understand the materials and use the resources as intended.

What Product Support Includes

1. Understanding instructions or guidance included with the product.

2. Understanding how a template, worksheet, spreadsheet, tracker, or other resource is intended to work.

3. Questions about how to use or customize a SHARPe & Steady™ resource for your organization.

4. Troubleshooting technical issues with the original resource.

5. Identifying where to find information or guidance included with the product.

6. Clarifying how different parts of the product are intended to work together.

Questions about applying the guidance to your organization are welcome. Product support is intended to help you understand and use the product—not leave you on your own once you purchase it.

What Product Support Does Not Include

Product support does not include performing, reviewing, validating, correcting, or approving your organization’s underlying work. This includes:

1. Reviewing or correcting completed financial records or transactions.

2. Analyzing or validating your organization’s financial data.

3. Performing reconciliations, accounting entries, calculations, or other accounting work.

4. Determining accounting treatment or making accounting decisions for your organization.

5. Preparing or reviewing audit workpapers or auditor submissions for completeness or accuracy.

6. Reviewing your organization’s records for compliance with legal, regulatory, accounting, auditing, or other requirements.

7. Making management decisions or assuming responsibility for your organization’s work.

8. Providing consulting or professional services beyond reasonable assistance with understanding and using the purchased product.

Additional professional services are not included with your purchase and, when available, require a separate written engagement.

Keep Your Data in Your Environment

SHARPe & Steady™ products are designed to be downloaded and used within your organization’s approved technology environment.

Please do not upload or send completed or working files containing your organization’s data to SHARPe & Steady™ or Johnna Sharpe LLC for support.

If you need help with a resource, you can:

1. Send the original blank SHARPe & Steady™ file.

2. Describe the issue or question.

3. Provide a fully sanitized example or screenshot that contains no confidential, sensitive, personally identifiable, financial-account, or other protected information.

We can often resolve a question without seeing your organization’s actual records.

The Support Boundary

THE SIMPLE RULE
We can help you understand and use the SHARPe & Steady™ resource.
Your organization remains responsible for the underlying work, information, decisions, and results.