In this Disclaimer, “ClearLedger,” “we,” “us,” and “our” refer to the business operating the ClearLedger website and related services. Before production launch, the final legal entity name will be inserted into this page.
This Disclaimer should be read together with our Terms of Service , Privacy Policy , and any specific agreement applicable to a client engagement or appointment.
General informational purposes
The ClearLedger website contains general information about bookkeeping, accounting workflows, financial operations, business administration, financial reporting, planning, technology, professional services, mobile notary services, and related topics.
Website content is intended to explain our service model and provide general educational or business information. It is not tailored to your individual business unless a separate engagement specifically provides otherwise.
Business, accounting, tax, legal, payroll, regulatory, and financial questions can depend on facts that are not available through a public website.
Before making an important decision based on accounting, tax, legal, regulatory, financial, employment, or other specialized considerations, obtain review appropriate to your circumstances.
Website use does not automatically create an engagement
Visiting this website, reading content, viewing pricing, submitting a form, requesting information, scheduling an introductory conversation, sending an email, or speaking with ClearLedger about a possible service does not by itself create a professional engagement.
A specific client relationship generally begins only when the applicable parties agree to the scope and terms for the service.
Depending on the service, this may involve an engagement agreement, proposal, statement of work, authorization, appointment confirmation, payment, or other documentation.
Responsibilities that are not included in an agreed service scope should not be assumed to be included simply because ClearLedger offers another related service elsewhere on the website.
Bookkeeping and financial-record services
ClearLedger bookkeeping services may include financial-record organization, transaction classification, reconciliations, reporting preparation, exception tracking, and other responsibilities specifically included in the engagement.
Bookkeeping is dependent on the quality, completeness, accuracy, and availability of records and information supplied by the client and third-party systems.
Bookkeeping services should not be interpreted as a guarantee that:
- Every underlying transaction is legally valid.
- Every document supplied by the client is complete or authentic.
- Fraud will always be detected.
- Internal controls are sufficient for every purpose.
- Financial statements are audited or assured.
- Tax returns or tax positions are automatically reviewed.
- Historical records can always be completely reconstructed.
Missing, inconsistent, incomplete, or unavailable records may limit the work that can reasonably be completed.
Fractional Controller and Fractional CFO services
Fractional Controller and CFO services are management-support services provided according to the agreed scope.
May include month-end oversight, Balance Sheet account oversight, reporting processes, financial controls, accounting workflow, and exception escalation.
May include cash planning, forecasts, budgets, scenarios, financial models, management information, and decision support.
References on this website to “review,” “oversight,” or similar terms in connection with Controller or management services describe operational or management-level oversight unless a separately documented professional engagement expressly states otherwise.
These services should not be interpreted as automatically providing an audit, attestation, assurance engagement, investment advisory service, legal opinion, tax opinion, or other separately regulated professional service.
Professional services and credential-dependent work
References to Professional Services, CPAs, tax professionals, attorneys, notaries, or other credentialed professionals describe work that may require separate professional authority, independence, licensure, registration, commission, firm status, or engagement terms.
The presence of these services on the ClearLedger website should not be interpreted as a representation that:
- Every ClearLedger engagement automatically includes a CPA or another credentialed professional.
- Every bookkeeping engagement receives CPA review.
- ClearLedger itself automatically performs audits, formal financial-statement reviews, attest engagements, assurance engagements, or compilation engagements.
- Every employee, contractor, owner, coordinator, or service provider holds the same credentials.
- Professional services outside the written scope are included without separate agreement.
When the circumstances require a particular professional qualification, authorization, license, registration, commission, independence requirement, or professional-firm status, the applicable work must be performed or addressed through the appropriately qualified professional or professional firm.
ClearLedger may coordinate surrounding bookkeeping, records, workflow, and communication when included in scope. The licensed or credentialed professional or professional firm remains responsible for the regulated professional engagement and any report, opinion, conclusion, or other work product issued under that engagement.
Tax information and tax-related services
General references to taxes, tax records, tax preparation, sales tax, payroll taxes, tax coordination, year-end preparation, or tax professionals should not be interpreted as individualized tax advice unless the client has entered into an appropriate tax or professional engagement.
Bookkeeping information may be used by a tax professional, but bookkeeping work does not automatically determine the appropriate tax treatment of every transaction.
Tax obligations can depend on jurisdiction, entity structure, elections, transactions, filing status, business activities, dates, and other facts.
Where a tax question requires specialized analysis, filing authority, representation, or professional judgment outside the existing ClearLedger scope, the matter may need to be addressed through an appropriately qualified tax professional.
Forecasts, budgets, projections, and scenarios
Forecasts, budgets, cash projections, financial models, scenarios, management estimates, and similar forward-looking materials necessarily depend on assumptions.
Actual results may differ substantially because of circumstances including:
- Revenue changes.
- Customer behavior.
- Cost changes.
- Financing conditions.
- Market conditions.
- Tax or regulatory changes.
- Management decisions.
- Operational events.
- Information that was unavailable or inaccurate when the analysis was prepared.
A forecast, budget, scenario, model, or projection should be understood as an analytical tool based on assumptions — not a promise that a particular financial outcome will occur.
Management remains responsible for the business
ClearLedger may assist management by organizing financial information, maintaining agreed workflows, identifying exceptions, preparing reports, analyzing information, or providing appropriately scoped recommendations.
Unless a separate arrangement expressly provides otherwise, client management remains responsible for:
- Operating the business.
- Approving transactions.
- Authorizing payments.
- Hiring and workforce decisions.
- Selecting vendors and customers.
- Entering contracts.
- Providing accurate business information.
- Business strategy and final business decisions.
ClearLedger's involvement should not be interpreted as assuming ownership, executive authority, fiduciary responsibility, or management responsibility beyond the responsibilities expressly included in the engagement.
Payroll Coordination
ClearLedger's Payroll Coordination service is intended to coordinate financial information and accounting workflow around a client's payroll process or existing payroll provider.
Depending on scope, that may include:
- Organizing payroll reports.
- Coordinating payroll information with the accounting records.
- Reconciling payroll-related accounts.
- Identifying discrepancies or missing information.
- Coordinating recurring payroll-related financial workflow.
Unless specifically agreed and appropriately provided, Payroll Coordination does not mean ClearLedger is acting as the employer, co-employer, employer of record, professional employer organization, or payroll processor.
Employment-law decisions, worker classification, compensation decisions, benefits matters, HR advice, payroll-tax determinations, filing or remittance responsibilities, and other specialized matters remain with the employer, payroll provider, or another appropriately qualified professional unless separately and lawfully scoped.
California Sales Tax Support
ClearLedger's California Sales Tax Support service focuses on the financial and administrative workflow surrounding sales-tax activity.
Depending on scope, this may include:
- Organizing sales information.
- Reconciling sales-tax-related accounting balances.
- Preparing filing-period information.
- Organizing supporting documentation.
- Tracking exceptions.
- Coordinating information used in a filing workflow.
This service should not be interpreted as an automatic determination of taxability, nexus, exemption status, registration obligations, filing positions, or other tax or legal conclusions for every transaction or jurisdiction.
Questions requiring tax positions, legal interpretation, representation, filing authority, or other specialized professional judgment may need to be addressed separately through an appropriately qualified professional.
Orange County Mobile Notary
ClearLedger's mobile notary service coordinates appointments performed by a California-commissioned notary.
The individual notary performing the notarial act is responsible for the notarial act performed.
Notarization is not legal advice
ClearLedger's mobile notary service does not include selecting the legal document a customer should use, interpreting the document for the customer, advising the customer regarding legal strategy, or determining the legal consequences of signing a document.
Document contents
Completion of a notarial act should not be interpreted as ClearLedger or the assigned notary guaranteeing the accuracy, legality, enforceability, authenticity, financial effect, tax treatment, or substantive contents of the underlying document.
Customer preparation
Customers are responsible for bringing the necessary documents, appropriate identification, required signers, and any applicable instructions to the appointment.
Travel and notarial fees are separate
The prepaid mobile travel fee reserves the mobile appointment and is separate from fees for notarial acts actually performed. Any notarial fee charged for the act performed is subject to the maximum permitted by California law.
Customers should bring their documents and identification directly to the appointment rather than uploading private legal documents or identification through the general public website.
Artificial intelligence, automation, and technology
ClearLedger may use software, automation, machine-assisted processes, and AI-assisted workflows to help perform administrative or financial-operational tasks.
Examples may include assistance with:
- Data organization.
- Document classification.
- Transaction matching.
- Reconciliation support.
- Exception detection.
- Workflow routing.
- Task reminders.
- Drafting or summarizing information for person-led review.
Technology may produce incomplete, incorrect, outdated, or misleading results. Outputs may require verification, correction, person-led follow-up, or review by an appropriately qualified professional.
The use of AI or automation does not replace management authority, required professional qualifications, an individual notary's responsibilities, or person-led judgment. Identifiable people remain responsible for context, exception follow-up, escalation, and decisions within the applicable scope.
Third-party software, platforms, and services
The ClearLedger website or service model may reference or interact with independent third-party products or providers.
These may include accounting software, payment processors, payroll systems, banking platforms, scheduling systems, document services, communication tools, cloud services, tax software, and other technology.
Unless expressly stated otherwise:
- ClearLedger does not own those independent platforms.
- ClearLedger does not control their availability or functionality.
- Their pricing and features may change.
- Their own terms and privacy practices apply.
- Mention of a product does not automatically mean ClearLedger is certified by, endorsed by, sponsored by, or affiliated with that provider.
QuickBooks and other accounting platforms
References to QuickBooks or other accounting products describe technology that may be used in connection with accounting services. Such references do not by themselves imply endorsement, certification, partnership, or affiliation.
Illustrations, examples, pricing, and demonstrations
The website may contain example dashboards, sample workflows, illustrative calculations, hypothetical scenarios, example reports, diagrams, pricing starting points, service descriptions, or other demonstrations.
Unless expressly identified as information concerning a particular client engagement, these materials are illustrative.
They should not be interpreted as:
- Actual client financial results.
- Guaranteed performance.
- Guaranteed savings.
- Guaranteed tax outcomes.
- Guaranteed cash-flow improvements.
- Guaranteed turnaround times.
- A promise that every engagement includes every displayed feature.
Starting prices
Published “starting at,” “from,” “+,” or similar prices are starting points only unless otherwise expressly stated.
Final pricing can depend on the actual workload, systems, transaction volume, entities, complexity, reporting needs, historical condition, responsibilities, and professional requirements involved.
No guarantee of business or financial results
ClearLedger does not guarantee that use of the website or any particular service will produce a specific business, financial, operational, tax, legal, financing, profitability, valuation, cash-flow, or other outcome.
Results depend on circumstances beyond ClearLedger's control, including the client's decisions, business conditions, market conditions, third-party performance, record quality, customer behavior, vendor behavior, financial institutions, regulatory developments, and other factors.
Organized financial records, stronger processes, better reporting, forecasts, and professional support may assist decision-making, but they cannot eliminate uncertainty or guarantee results.
Website accuracy and availability
ClearLedger attempts to maintain useful and reasonably current website information, but website materials may contain errors, omissions, outdated information, broken links, formatting issues, or information that no longer reflects our current services.
Laws, regulations, software features, pricing, third-party products, tax rules, agency requirements, and professional standards may change.
Important decisions should not be based solely on general website content when current professional, legal, regulatory, tax, or technical verification is appropriate.
We may modify, correct, remove, replace, or update website information without prior notice.
Questions about this Disclaimer
Questions concerning this Disclaimer may be directed to ClearLedger.
Operated by: [LEGAL ENTITY NAME]
Email: [GENERAL EMAIL]
United States
Website: ClearLedger