1. Introduction
These Terms and Conditions ("Agreement") govern the provision of services by Elevare Partners, a registered UK accountancy and business services firm, to the client named in the accompanying proposal or engagement letter ("Client").
2. Scope of Services
Elevare Partners will provide the services outlined in the proposal or engagement letter.
These may include, but are not limited to:
• Accountancy and Bookkeeping
• Payroll Bureau Services
• Taxation and Compliance
• Virtual CFO and FD Support
• Business Planning and Forecasting
• Business Coaching and VPA (Virtual Personal Assistance)
• Grant Writing, Bid Support, and Charity Accounts
• Software Setup and System Migrations
Any additional services not listed in the proposal must be agreed in writing.
3. Client Responsibilities
The Client agrees to:
• Provide all requested information, records, and access in a timely manner.
• Ensure accuracy and completeness of any information supplied.
• Comply with applicable laws and deadlines (e.g. HMRC, Companies House).
• Notify Elevare Partners promptly of any relevant changes to their business.
4. Fees & Payment Terms
• Fees are set out in the proposal and are exclusive of VAT (if applicable).
• Monthly subscriptions and recurring services are payable in advance via Direct Debit or Stripe.
• One-off services must be paid upfront unless otherwise agreed.
• Late payment may incur a fee of £25 or 2% interest per month (whichever is higher).
• Elevare Partners reserves the right to suspend services if invoices remain unpaid
after 14 days.
5. Confidentiality
Both parties agree to maintain confidentiality regarding all business and personal information exchanged, except where disclosure is required by law or regulatory bodies.
6. Data Protection
Elevare Partners is committed to compliance with GDPR and the UK Data Protection Act. A full Privacy Policy is available upon request and will be linked via onboarding
communications.
7. Limitation of Liability
• Elevare Partners shall not be liable for any loss, damage or penalties arising from
incorrect or late submissions caused by missing/incomplete client data.
• Liability for any service-related claim shall not exceed the total amount paid by the
client for that service in the preceding 3 months.
• We do not accept liability for actions taken based on informal advice not documented in writing.
8. Term & Termination
• Either party may terminate this agreement with 30 days written notice.
• Elevare Partners may terminate the agreement immediately if the client fails to
comply with legal obligations, acts dishonestly, or is in persistent breach of the
agreement.
9. Intellectual Property
All documentation, templates, reports, and tools provided remain the intellectual property of Elevare Partners and may not be shared or reused without written consent.
10. Force Majeure
Elevare Partners is not liable for delays or failure to deliver services due to events beyond its reasonable control, including illness, IT failure, strikes, or government actions.
11. Jurisdiction & Governing Law
This Agreement shall be governed by and construed in accordance with the laws of England and Wales. All disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.
12. Acceptance of Terms
By signing the proposal or engaging our services, the Client agrees to these Terms and Conditions.
13. Service Reviews & Commitments ("1–3–6 Policy")
To ensure fair pricing and service delivery, the following review periods and commitments apply:
• 1 (Payroll): Payroll pricing is reviewed monthly and will reflect changes in staff count
or pay frequency.
• 3 (Bookkeeping): Bookkeeping volume is reviewed every 3 months. Fee adjustments may apply for increased workload.
• 6 (Compliance): Compliance and accountancy services (e.g. year-end, statutory filing) require a 6-month minimum term and notice period.
14. Mid-Year Engagements & Early Termination
• Clients joining Elevare Partners part-way through their financial year are responsible for fees relating to any past-period reconciliations, clean-ups, or catch-up work.
• For compliance services, a full review of previous months may be required to ensure
statutory obligations are met. This will be quoted separately.
• Clients exiting services early (before year-end or filing deadlines) will be liable for all completed and in-progress work to date.
• Year-end or statutory filing fees will still apply if the period relates to months under
Elevare Partners’s management, even if the engagement is terminated.
15. Amendments & Service Changes
• Any changes to the scope of services, pricing, or deliverables must be agreed
in writing. Elevare Partners reserves the right to update pricing structures annually or upon service review.
16. Client Delays & Inactivity
• Where a client fails to provide timely information or respond to communications, Elevare Partners reserves the right to pause work or invoice for time lost due to delays. Inactive clients may be moved to a holding package at standard admin rates.
17. Third-Party Software & Tools
• Elevare Partners may recommend or operate services through trusted third-party tools (e.g., accounting, payroll, task management). We are not liable for the performance or availability of these platforms, though we will assist in support where feasible.
18. Refunds & Cancellations
• Services are non-refundable once commenced. For prepaid packages, refunds are not issued for partial months or unused support time, except in cases of Elevare Partners’s service failure.
19. Fair Use (for VPA / Coaching Hours)
• Virtual assistant and coaching hours are allocated monthly. Unused time does not roll over unless explicitly agreed. Excessive demands or misuse of support hours may lead to a review of your package.
20. Advisory Meetings & Call Charges
• Discovery calls are complimentary and limited to one session of up to 30 minutes.
Any additional or extended consultations, strategy sessions, or planning meetings outside the agreed scope of services will be charged at our standard advisory rate of £150/hour, billed in 30-minute increments. These charges apply whether meetings are requested by the client or booked via our calendar links. Meeting fees are payable in advance and non-refundable.
21. Anti-Money Laundering (AML) Compliance
• Elevare Partners operates in accordance with UK AML regulations. We may request identification documents or business verification before services commence. Delays in providing requested documents may pause the start of work.
22. Non-Solicitation Clause
• The Client agrees not to directly or indirectly solicit, hire, or contract any team member, contractor, or associate of Elevare Partners during the agreement or for 12 months after termination.
23. Intellectual Property – Client Use
• Documents, plans, templates, and systems provided are for use within the Client's own business only. Reuse, resale, or distribution is not permitted without written consent.
24. Service Limitations (Accountancy Legal Disclaimer)
• Elevare Partners provides advisory, bookkeeping, payroll, and accountancy support services. We do not provide legal or investment advice. Tax and compliance advice is provided to the best of our knowledge based on information available at the time.
25. Audit & Investigation Assistance
• Support for HMRC or third-party audits, funding reviews, or compliance investigations will be quoted separately unless specifically included in your package.
26. GDPR & Data Handling Clause
• Elevare Partners is fully committed to the principles of the UK GDPR and Data Protection Act 2018. We collect and process client data solely for the purpose of delivering services, meeting legal obligations, and improving customer experience.
Data is stored securely and only accessed by authorised personnel. We never share your information with third parties without consent, except where legally required.
By signing this agreement, the Client consents to the collection and use of their personal and business data for these purposes. Our full Privacy Policy is available on request or via our website.
27. Service Suspension Clause (For Any Breach or Risk)
• Elevare Partners reserves the right to pause or cancel services immediately in cases of suspected fraud, breach of contract, aggressive or abusive behaviour, or reputational risk to the firm. Any unpaid fees up to that point remain due.
28. Client Obligations to Keep You Informed
• The Client agrees to notify Elevare Partners of any material changes to their business, operations, or contact information. Failure to disclose relevant updates may affect the accuracy of advice or filings, and Elevare Partners will not be held responsible for any resulting issues.
29. Ethical Standards Clause
• Elevare Partners will only work with clients who uphold lawful, ethical, and transparent business practices. We reserve the right to decline or end engagements that conflict with our brand values, legal requirements, or integrity standards.
30. Jurisdiction Upgrade (UK + International)
• This agreement is governed by the laws of England and Wales. For international clients, local compliance obligations remain the responsibility of the client unless specifically contracted as part of the service.
31. Dispute Resolution Clause (Alternative to Court)
• In the event of a dispute, both parties agree to first attempt resolution via mediation. If unresolved, the matter may be referred to arbitration under the rules of the UK Chartered Institute of Arbitrators. Each party bears its own legal costs unless otherwise awarded.
32. Retainer Renewal & Review Clause
• Service packages are reviewed annually. Elevare Partners reserves the right to amend pricing, scope, or delivery based on client needs, inflation, or industry changes. Clients will be notified at least 30 days prior to any renewal changes.
33. Ownership of Work Product
• Upon full payment, the Client owns the deliverables created under this agreement (e.g. business plans, reports, filings). Internal tools, systems, and templates used in the process remain the property of Elevare Partners.
34. Client Feedback & Testimonial Use
• The Client agrees that Elevare Partners may use anonymised results or approved testimonials for marketing purposes. No confidential or financial details will ever be shared publicly without express consent.
35. Online Access & Security
• Where online portals, software or dashboards are provided, the Client is responsible for maintaining secure access to their accounts. Elevare Partners is not liable for issues arising from misuse, weak passwords, or unauthorised third-party access.
36. Auto-Renewal Clause
• Unless cancelled in writing at least 30 days before the end of the current agreement term, your service agreement will automatically renew for the same period and terms. Renewal ensures continuity of service and avoids disruption to your support.
37. Limited Access Clause
• In the event of non-payment, partial payment, or breach of agreement, Elevare Partners reserves the right to pause access to any client portals, bookkeeping software, VPA assistance, and project delivery until the account is brought back into good standing.
• This protects our team from unpaid labour and maintains the integrity of our
service standards.
38. Team Transition Clause
• While Elevare Partners is committed to delivering consistent service, we may assign or transition different qualified team members to deliver your services as needed. This may be due to team restructuring, client volume changes, leave cover, or to improve service alignment.
• You will always receive continuity in delivery, and team transitions will be
communicated where relevant. These clauses are included in all Elevare Partners professional service agreements and apply to all service tiers unless otherwise stated in writing