Ink & Ledger, LLC - Policies & Terms
These Policies & Terms define the scope, limitations, and governing standards of services provided by Ink & Ledger, LLC. They establish clear engagement boundaries, payment structure, client responsibilities, and limitations of liability.
All services are delivered pursuant to a written Engagement Agreement executed after completion of a Fit Assessment. No services are provided outside the defined scope of that agreement.
1. Scope of Services
Ink & Ledger, LLC provides structured bookkeeping oversight and operational administrative support to U.S.-based trades and service businesses.
All services are defined exclusively by a written Engagement Agreement executed after completion of a Fit Assessment.
Ink & Ledger does not provide:
Tax filing or tax advisory services
Legal advice or legal representation
Fiduciary services
Signing authority on behalf of clients
Executive decision-making authority
Clients remain fully responsible for tax compliance, legal compliance, financial decisions, and business operations.
2. Engagement Structure
All engagements begin with a Fit Assessment to determine alignment, scope, and availability.
Services are provided under one of the following structures:
Retainer Engagements
Ongoing, scope-defined services delivered under a fixed monthly retainer.
Scoped One-Time Projects
Approved, clearly defined projects such as bookkeeping cleanup or catch-up work. These are limited in scope and documented in writing prior to commencement.
No services are provided without a signed Engagement Agreement.
3. Payment Terms
Payment terms, billing cycles, and invoicing procedures are governed by the signed Engagement Agreement.
Retainers reserve professional capacity and administrative allocation within Ink & Ledger’s limited-client model.
Failure to remit payment in accordance with the Engagement Agreement may result in suspension or termination of services.
4. Refund & Cancellation Policy
Retainer Engagements
Retainers are non-refundable.
Retainers reserve professional capacity, time allocation, and administrative resources.
Early termination does not create entitlement to partial or full refunds.
Scoped One-Time Projects
A deposit may be required prior to commencement.
Deposits become non-refundable once work begins.
Work performed is billable regardless of project completion status.
This structure reflects standard professional services practice and ensures operational stability within a limited-client model.
5. Client Responsibilities
Clients agree to:
Provide accurate, complete, and timely financial and operational information
Maintain responsibility for tax filings and legal compliance
Retain a CPA or tax professional as appropriate
Make all final financial and operational decisions
Ink & Ledger relies on client-provided information and is not responsible for errors, omissions, or misrepresentations supplied by the client.
6. Limitation of Liability
Ink & Ledger provides structured administrative support and bookkeeping oversight services only.
No guarantee of financial performance, profitability, compliance outcomes, or business results is expressed or implied.
To the fullest extent permitted by law:
Liability is limited to the amount paid for services during the preceding service period as defined in the Engagement Agreement.
Ink & Ledger is not liable for indirect, incidental, consequential, or special damages, including but not limited to lost profits, business interruption, or regulatory penalties.
7. Confidentiality
Ink & Ledger maintains reasonable administrative safeguards to protect client information.
Client information will not be shared outside the scope of services without authorization, except as required by law.
Ink & Ledger does not assume fiduciary responsibility over client funds, accounts, or decision-making authority.
8. Modifications
Policies may be updated periodically to reflect operational or regulatory changes. The most current version will be posted on this website.
Active Engagement Agreements govern services in effect at the time of execution.
Frequently Asked Questions
1. Do you provide tax filing services?
No. Ink & Ledger provides bookkeeping oversight and operational administrative support. We do not prepare or file tax returns and do not provide tax advisory services. We recommend maintaining a relationship with a licensed CPA or tax professional.
2. Do you provide legal advice?
No. We do not provide legal advice or legal representation. Clients remain responsible for legal compliance and should consult qualified legal counsel when appropriate.
3. Do you have signing authority or fiduciary control?
No. Ink & Ledger does not assume fiduciary authority, signing authority, or control over client financial accounts or business decisions.
4. How do I get started?
All engagements begin with a Fit Assessment. This ensures alignment, scope clarity, and availability within our limited-client model.
5. Do you work with businesses outside the United States?
No. Services are delivered remotely to U.S.-based trades and service businesses.
6. Do you offer hourly services?
No. Services are provided under structured retainer engagements or clearly defined scoped projects documented in a written Engagement Agreement.
7. Is there a minimum commitment?
Engagement terms are defined in the signed Engagement Agreement following the Fit Assessment.
8. Do you guarantee financial results?
No. We provide structured bookkeeping oversight and administrative support. Business performance, profitability, and compliance outcomes depend on multiple factors beyond our services.
9. How is client information handled?
Client information is treated as confidential and handled with reasonable administrative safeguards. We do not share information outside the scope of services except as required by law.
10. What if my business is not a fit?
If alignment is not established during the Fit Assessment, we may provide general guidance or recommend alternative solutions.