1. Scope of Services

Elite Era Consulting provides monthly bookkeeping services designed to assist with tracking, organizing, and maintaining financial records.

Services may include:

• Income and expense tracking
• Transaction categorization
• Monthly financial summaries
• Basic reporting (Profit & Loss, etc.)

Services are limited to the selected subscription tier and agreed scope.

2. Subscription & Payment Terms

All bookkeeping services are offered as monthly subscription plans.

• Payment is billed monthly via automatic payment method
• A valid payment method must be kept on file
• Services begin only after the first payment is successfully processed

Failure to maintain an active payment method may result in service interruption.

3. Subscription Tiers

Services are provided based on the Client’s selected plan (e.g., Base, Elevated, Hi-Rev).

Each tier includes a defined level of service. Requests beyond the selected tier may:

• be declined
• or require an upgrade or additional fee

4. Client Responsibilities

The Client agrees to:

• Provide accurate and complete financial information
• Upload or submit documents in a timely manner
• Maintain access to necessary platforms (bank accounts, software, etc.)
• Respond to requests for clarification when needed

Elite Era Consulting is not responsible for delays caused by missing or incomplete information.

5. Turnaround Time

Monthly bookkeeping is performed on a rolling basis.

Completion timelines depend on:

• timely submission of documents
• volume of transactions
• responsiveness of the Client

Delays in document submission will result in delays in reporting.

6. Communication & Support

Support is provided based on the Client’s subscription tier.

Response times may vary depending on workload and service level.

7. No Tax or Legal Advice

Elite Era Consulting provides bookkeeping services only.

We do not provide:

• legal advice
• official tax advice
• CPA services

Clients are encouraged to consult with a licensed professional for tax or legal matters.

8. Accuracy & Liability

All work is based on information provided by the Client.

Elite Era Consulting is not responsible for:

• errors due to incorrect or incomplete data
• financial decisions made by the Client
• outcomes related to tax filings or audits

9. Refund & Cancellation Policy

All subscription payments are non-refundable once processed.

Clients may cancel their subscription at any time; however:

• cancellation must be made before the next billing cycle
• no partial refunds will be issued for unused time

Services will continue until the end of the current billing period.

10. Service Suspension

Services may be paused or suspended if:

• payment fails
• required documents are not provided
• communication is unresponsive

Work will resume once issues are resolved.

11. Confidentiality

All financial information is kept confidential and used solely for the purpose of providing bookkeeping services.

12. Agreement Acknowledgment

By subscribing to bookkeeping services, the Client acknowledges that they have read, understood, and agreed to the terms outlined in this Bookkeeping Service Agreement.