Terms & Agreement
Effective Date: October 2, 2026
Welcome to Ellance Solutions. These Terms & Agreement (“Terms”) apply to your use of the Ellance Solutions website and, where applicable, the bookkeeping and related services provided by Ellance Solutions.
By using this website or engaging Ellance Solutions for services, you acknowledge that you have read and understood these Terms. Specific services, fees, deliverables, and engagement requirements may also be governed by a separate proposal, engagement letter, service agreement, or other written agreement between you and Ellance Solutions. If there is a conflict between these Terms and a specific written service agreement, the specific service agreement will control for that engagement.
1. About Ellance Solutions
Ellance Solutions provides remote bookkeeping and related financial recordkeeping support for small businesses.
Our services may include bookkeeping, transaction categorization, bank and credit card reconciliation, financial reporting, accounts payable and receivable review, cleanup and catch-up bookkeeping, and other services specifically agreed upon with the client.
2. Scope of Services
The services provided by Ellance Solutions will depend on the package, proposal, or service agreement selected by the client.
Services not specifically included in the agreed scope may require a separate fee or written agreement.
Ellance Solutions may request additional information or clarification when necessary to properly perform the services.
3. Client Responsibilities
Clients are responsible for providing accurate, complete, and timely information required to perform the agreed services.
This may include:
Bank and credit card statements
Sales and transaction information
Expense records and receipts
Invoices and bills
Payroll-related information when applicable
Access to accounting software and connected platforms
Clarification of transactions or business activities when requested
Ellance Solutions relies on information provided by the client and is not responsible for inaccuracies resulting from incomplete, incorrect, or misleading information supplied by the client or third parties.
4. Accounting Software and Third-Party Platforms
Ellance Solutions may use or interact with third-party software, platforms, integrations, payment processors, marketplaces, and other technology services as part of providing bookkeeping services.
These may include accounting software, e-commerce platforms, payment processors, property-management platforms, banking platforms, and other systems used by the client.
Ellance Solutions is not responsible for delays, errors, outages, changes, or limitations caused by third-party software, platforms, integrations, or service providers that are outside Ellance Solutions' reasonable control.
Ellance Solutions will make reasonable efforts to identify and address issues that affect the services we provide, but resolution may depend on the third-party provider.
5. Fees and Payment
Fees for services will be communicated before services begin and may be stated in a proposal, service agreement, invoice, or other written communication.
For project-based services, Ellance Solutions may require an upfront payment, such as 50% of the agreed project fee, with the remaining balance due according to the agreed payment terms.
For recurring monthly bookkeeping services, monthly fees will be based on the selected package or agreed service arrangement.
Unless otherwise agreed in writing, project balances are due within seven (7) days of invoicing.
6. Late or Unpaid Payments
Ellance Solutions reserves the right to pause or suspend services when invoices remain unpaid.
Continued non-payment may result in termination of the engagement.
Any work required to resume services after a suspension may be subject to additional fees or revised scheduling.
7. Bookkeeping Records and Information
Ellance Solutions will use reasonable care when recording and organizing financial information based on the information provided by the client.
Clients remain responsible for maintaining appropriate business records, supporting documentation, and source documents required for their business and tax obligations.
Ellance Solutions does not guarantee that records maintained by the client or third-party systems will be complete or accurate.
8. Financial Reports and Review
Financial reports prepared by Ellance Solutions are based on the information available at the time the reports are prepared.
Clients should review financial reports and communicate any questions, discrepancies, or corrections promptly.
Bookkeeping reports are intended to support business recordkeeping and financial management. They should not be treated as an independent audit, review, assurance engagement, or certification of the client's financial statements unless expressly agreed in writing.
9. Tax, Legal, Investment, and Other Professional Advice
Ellance Solutions provides bookkeeping and financial recordkeeping support and does not provide legal, investment, or other professional advice outside the agreed scope of bookkeeping services.
Bookkeeping services do not constitute tax preparation, tax advice, legal advice, investment advice, or financial planning unless specifically agreed and provided by an appropriately qualified professional.
Clients should consult their CPA, tax professional, attorney, financial advisor, or other qualified professional when such advice is required.
10. Confidentiality
Ellance Solutions will treat client information as confidential and will use reasonable measures to protect information received in connection with providing services.
Information may be disclosed when reasonably necessary to provide the agreed services, comply with legal obligations, respond to authorized requests, or work with authorized third-party service providers.
Where appropriate, additional confidentiality or non-disclosure obligations may be established through a separate client service agreement, confidentiality agreement, or non-disclosure agreement between Ellance Solutions and the client.
Clients should not provide information that they are not authorized to disclose.
11. Account Access and Security
Clients may provide Ellance Solutions with access to accounting software, financial platforms, or other systems necessary to perform the agreed services.
Clients are responsible for maintaining appropriate security over their accounts and should use secure access methods whenever available.
Ellance Solutions will use reasonable care when handling login credentials, access permissions, and confidential information.
Clients should promptly notify Ellance Solutions if they suspect unauthorized access or a security issue affecting an account used for the engagement.
12. Communication and Client Cooperation
Timely communication is important to the successful completion of bookkeeping services.
If required information, approvals, or responses are delayed, the completion of bookkeeping work or reports may also be delayed.
Ellance Solutions will make reasonable efforts to communicate outstanding items and required client actions.
13. Service Delays and Events Outside Our Control
Ellance Solutions will make reasonable efforts to provide services within agreed timelines.
However, Ellance Solutions is not responsible for delays caused by circumstances outside its reasonable control, including third-party platform outages, software changes, banking interruptions, integration failures, internet or technology disruptions, natural disasters, or other circumstances beyond reasonable control.
14. Cancellation and Termination
Either the client or Ellance Solutions may terminate a recurring service arrangement subject to the notice requirements stated in the applicable service agreement.
For project-based services, cancellation terms will be determined by the applicable proposal or service agreement.
Upon termination, the client remains responsible for payment for services performed and approved expenses incurred up to the effective termination date.
15. Refunds
Fees for services already performed are generally non-refundable.
Any refund or credit will be considered according to the applicable service agreement, the circumstances of the engagement, and the work already completed.
16. Intellectual Property and Client Records
Client-provided financial records and business information remain the property of the client.
Templates, processes, systems, methodologies, materials, and other resources developed or owned by Ellance Solutions remain the property of Ellance Solutions unless otherwise agreed in writing.
Clients may use completed bookkeeping reports and deliverables prepared specifically for their business for their own business purposes.
17. Website Information
Information published on the Ellance Solutions website is provided for general informational purposes.
While reasonable efforts are made to keep website information accurate and current, Ellance Solutions does not guarantee that all website content will always be complete, current, or free from errors.
Website content may be updated or changed without prior notice.
18. Limitation Regarding Third-Party Information
Ellance Solutions may rely on information received from banks, payment processors, accounting software, e-commerce platforms, property-management platforms, clients, and other third parties.
Ellance Solutions is not responsible for inaccuracies, delays, or errors originating from third-party information or systems that are outside Ellance Solutions' reasonable control.
19. Changes to These Terms
Ellance Solutions may update these Terms from time to time to reflect changes in services, business practices, technology, or applicable requirements.
The updated version will be posted on this website with a revised effective or updated date.
20. Acceptance of These Terms
By using the Ellance Solutions website or engaging Ellance Solutions for services, you acknowledge that you have read and understood these Terms.
These website Terms do not by themselves create a client engagement or guarantee that services will be provided. Specific client engagements are governed by the applicable proposal, service agreement, engagement letter, or other written agreement.
21. Contact Us
If you have questions regarding these Terms & Agreement, please contact:
Ellance Solutions
Email: hello@ellancesolutions.com
Website: https://www.ellancesolutions.com/
Last Updated: October 2, 2026